Heritage Capital Group - Wealth Management Email Formats
Financial Services • 
Melbourne, Victoria, Australia • 11-20 Employees
Heritage Capital Group - Wealth Management Email Formats
Heritage Capital Group - Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@heritagecapital.com.au), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@heritagecapital.com.au | 87.5% |
{first name}.{last name} | john.doe@heritagecapital.com.au | 12.5% |
Key Contacts at Heritage Capital Group - Wealth Management
Jacinta Jones
Product Delivery - Director
Hamish Blievers
Director
Elizabeth Walmsley
Director
Company overview
| Headquarters | 8 Exhibition St, Level 22, Melbourne, Victoria 3000, AU |
| Website | |
| NAICS | 52 |
| Keywords | Estateplanning, Superannuation, Pensions, Life Insurance, Financial Planning, Wealth Management, Investment Advice, Term Deposits, Investment Strategy, Social Security, Gearing, Currency, Retirementplanning, Exchange Trade Options, Australian Securities |
| Employees | 11-20 |
About Heritage Capital Group - Wealth Management
Heritage Capital Group (HCG) provide integrated, sophisticated wealth management solutions for individual investors and their families. The HCG ethos is built on the 4 core tenets of Transparency, Agility, Integrity and Personalisation. Managing every component of the wealth management plan internally, HCG work with the client and their professional network to deliver bespoke services, offering unparalleled flexibility and transparency. An agile approach, supported by a combined 30 years in wealth management, enables HCG to build personalised plans that can be optimised and adjusted directly and immediately. HCG is committed to the delivery of client transparency, access to any service and investment in the market, agile responses to client needs and a customised plan that exceeds expectations. Directors Hamish Blievers and Elizabeth Walmsley, together with their internal team of wealth management experts, research and technology partners, are innovative in their approach to investment solutions, by providing a completely customised service with the convenience and immediacy their clients require.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Heritage Capital Group - Wealth Management has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Heritage Capital Group - Wealth Management has never raised funding before.
Singapore
United Kingdom
Netherlands
United States
Frequently asked questions
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