WHY CHOOSE US
Who we are
Established in the autumn of 1998 in the United States, Heritage Fund embarked on a remarkable journey that would span continents and thrive on the principles of strategic expansion and unwavering commitment to core values.
In September 1998, a significant milestone was achieved as Heritage Fund acquired its banking license, solidifying the foundation of our international presence. Today, we proudly maintain our strategic headquarters in Oregon, while also fostering a robust presence with branches across England, Germany, Canada, and Spain. Our global reach extends our services throughout England, Scotland, Wales, and beyond.
With a strong dedication to serving the needs of small and medium-sized businesses, our experienced teams of relationship managers are deeply embedded within their respective communities. Their mission is to provide personalized support and financial expertise, further strengthening our commitment to the regions we serve.
At Heritage Fund, our operations are firmly grounded in four fundamental values: collaboration, integrity, delivery, and simplicity. These values form the bedrock of our endeavors, fueling our relentless pursuit of excellence in every facet of our operations and reinforcing our commitment to delivering exceptional financial services to our valued clients.
OUR BENEFITS
We are here manage Your finance
Finance Manage
Strategy Process
Business Growth
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Our Core Values
- Unity: At Heritage, we value the strength of unity and teamwork. We cultivate an environment where our team members collaborate seamlessly, pooling their collective expertise to deliver optimal solutions for our clients.
- Integrity: Integrity forms the cornerstone of our operations. We uphold the highest ethical standards, ensuring transparency, honesty, and trustworthiness in every interaction we have.
- Excellence: We are dedicated to achieving excellence in all that we do. Our commitment to delivering outstanding results motivates us to consistently provide top-tier financial services and solutions that surpass our clients’ expectations.
- Simplicity: In a complex financial landscape, simplicity is paramount. We endeavor to make banking easy and accessible, ensuring that our clients can navigate their financial journey with ease.
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Operating Principles
- Client-Centric Focus: At Heritage, our clients are our top priority. We listen attentively to their needs, comprehend their objectives, and customize our services to align with their specific requirements.
- Community Involvement: We are deeply invested in the communities we serve. Our relationship managers actively engage with local businesses, contributing to the prosperity and vitality of the regions we operate in.
- Innovation: Innovation drives us forward, as we remain at the forefront of financial technology. This empowers us to offer state-of-the-art solutions, ensuring our clients have access to the latest advancements in banking.
- Continuous Enhancement: We are dedicated to continual growth and refinement. Regular evaluation of our processes and services enables us to identify areas for improvement, enhancing our efficiency and effectiveness.
- Risk Management: Prudent risk management is fundamental to our operations. We adopt a disciplined approach to assess and mitigate risks, safeguarding the assets and interests of our clients.
- Global Outlook: Our global footprint provides us with a broad perspective while maintaining local connections. Leveraging our international presence, we offer diverse financial solutions tailored to meet the unique needs of local markets.
