Empowering Wealth
with Purpose, Transparency, and Trust.
Who We Are
Heritage Wealth Partners is a Mauritius-based firm, licensed by the Financial Services Commission (FSC) Mauritius.
Born from 20+ years of experience, we know how hard wealth is built and that trust sits at the core of our work. We preserve capital with care, nurture it responsibly, and prepare it to pass confidently to the next generation.
We designed our model to solve persistent industry pain points, opaque fees, leaky processes, and underwhelming outcomes, by combining disciplined strategy with cutting-edge technology to make world-class investing effortless, transparent, and purpose-driven for our clients and B2B partners.
Our Vision & Mission
Make world-class
investing effortless
We simplify sophisticated investment strategies, giving you seamless, transparent, and high-performing wealth management.
Superior,
Transparent Returns
Deliver superior, risk-adjusted returns with total transparency and a human-first experience using technology to personalize portfolios, clarify costs, and remove friction end-to-end.
We exist to provide what investors truly value: clear processes, disciplined execution, and measurable results, not just more “products.”
Our Philosophy
Transparency by design
Direct market access and streamlined intermediaries eliminate hidden layers and costs, giving clients full visibility of portfolios and moves in real time.
Technology as an edge
Global access, real-time analytics, institutional-grade security, and unified multi-asset execution power smarter, faster decisions.
Discipline over noise
A rules-based, research-led process aligns portfolios with risk budgets, cash-flow needs, and long-term objectives.
Cost
matters
A lean architecture reduces non-alpha costs (e.g., safekeeping and settlement fees), improving net performance.
Human-first service
Personal values and priorities shape portfolio design; technology amplifies, never replaces the advisor relationship.
Growing Wealth Together
We help you preserve and grow your wealth through disciplined portfolios and smart technology, in partnership with world-class asset managers.
Core Investments
Screened, governed, and actively maintained on our shelf.
Covered Stock Markets
Tradeable stock exchanges accessible via our platform.
Global Markets (All products)
Multi-assets access across exchanges and venues worldwide.
Transparency
Real-time reporting & monthly one-to-ones ensure complete visibility.
Lower Fees
Save up to 30% on total investment costs vs. traditional wealth managers.
Clients Loyalty
No discretionary clients attrition since inception.
Figures are indicative and subject to change. Savings depend on account size, activity, and third-party costs. “Zero safekeeping/settlement fees” refers to our custodial model and may not apply to all custodians/markets. Client loyalty refers to Heritage Wealth Partners discretionary client base as of September 2025. Certain strategies, instruments and markets are only available to professional or institutional investors and may not be suitable or available to all retail clients.