Our People

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 Olsen

Director

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, the SVS Heritage Balanced Portfolio Fund and managing individual client portfolios.

Email: graeme@heritage-capital.co.uk

Jemma Spencer

Director

Jemma Spencer joined in 2014 having 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 Heritage’s Compliance Officer 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.

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