Our business is built upon our people and the relationships which we establish. Successful investment is about taking a long-term view and we believe this applies to both the investments and the manager. We have a well established, professionally qualified team of individuals who are committed to building long term relationships with our clients. We believe that this stability and the level of professional and personal service which we offer sets us apart from most other investment managers.

Graeme OlsenDirector
Graeme Olsen qualified as a Chartered Accountant with Ernst & Young in 1994 after graduating with a degree in Chemistry and Law. He has subsequently specialised in investment management, initially at a leading international fund management group (INVESCO) and since 1996 at Heritage. Graeme qualified through the UK Society of Investment Professionals (now the CFA Institute) and is responsible for advising the Heritage Managed Portfolio Fund and managing individual client portfolios.

Email: graeme@heritage-capital.co.uk

Roy GlewDirector
Roy Glew qualified as a Chartered Accountant in 1975 and holds a Master’s degree in Finance from the London Business School in the field of investment management. Prior to establishing Heritage, he was a tax partner in a leading international accounting firm. Roy is responsible for advising the Heritage Absolute Return Fund and other associated investment services.

Email: roy@heritage-capital.co.uk

Jemma SpencerDirector
Jemma Spencer is the newest member of the Heritage team, having joined in 2014. Jemma previously qualified as a Chartered Accountant with Moore Stephens LLP and has a double honours degree in Accounting & Finance from the University of Bristol. Jemma is a member of the Chartered Institute for Securities & Investment (CISI) and holds the Investment Management Certificate and CISI level 6 Certificate in Private Client Investment Advice & Management.

Email: jemma@heritage-capital.co.uk

The investment directors are ably assisted by an experienced team who are qualified in the fields of investment analysis and research, accountancy and administration.

Rayman Wong
Rayman Wong is a qualified Certified Accountant as well as holding the Investment Management Certificate. He is also registered with the FCA and is responsible for investment portfolio administration. Rayman joined the Heritage team in 1997.

Email: rayman@heritage-capital.co.uk

Amanda Wasnock
Amanda joined Heritage in 2017 and is responsible for a variety of administrative duties including client cash and supporting the investment management functions of the firm ( Amanda is also taking over from Sally Hobbs who is planning to retire).

Email: amanda@heritage-capital.co.uk

Clare Thompson
Clare Thompson’s responsibilities include a wide range of investment and general administration activities. Clare joined Heritage in 2010.

Email: clare@heritage-capital.co.uk