Heritage Partners

Overview

We are proud to announce CAL’s partnership with Rob Ioannou to launch Heritage Partners – a multi-family office focused on serving family businesses and the “business of the family.”

Heritage Partners will serve families who are working through transition and liquidity events, who seek a truly independent partner to take a global perspective on their assets and those who need an effective advisor on their consolidated wealth picture. Rob comes with a wealth of international experience in this field, first heading Private Banking for HSBC in South East Asia and thereafter heading International Private Banking, Regional Wealth Planning and Family Office solutions for DBS Bank. We are thrilled to be partnering with him to add to our portfolio of service offerings to family business clients. At CAL, we believe family businesses are the bedrock of frontier markets. Their success and longevity means the success of our economies. Heritage Partners will function independently of CAL to accord it the necessary confidentiality that families require.

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