Herald outsources all investment management to regulated investment managers usually based in Jersey or the United Kingdom. A number of Herald directors hold the UK Securities Institute’s Investment Advisory Certificate and they have many years of experience in appointing and monitoring the performance of investment managers.
It is formally assisted in its decision-making process by Enhance Investments Limited, a company providing independent investment consultancy services, performance and risk monitoring and portfolio manager selection.
Herald is independent of the investment managers and is therefore in a position to appoint the most appropriate investment managers from a panel.
Although Herald, as part of its fiduciary duties, is well placed to assess the merits of investment requirements and thereafter make an informed decision regarding the placement of funds, persons needing investment and financial planning advice should obtain this from an independent financial adviser.