Regional directors and ambassadors guide reviews, onboarding and ongoing account conversations. This MVP preview uses sample profiles and stock photography for client presentations.
Regional Director for UK & Ireland
Formerly Barclays Wealth
James spent more than two decades at Barclays Wealth advising family offices and pension trustees across London and Edinburgh before joining Heritage. He focuses on long-horizon stewardship conversations and clear disclosure.
Head of Mediterranean Outreach
Formerly Barclays Wealth
Michele led cross-border planning desks in Milan and Barcelona for eighteen years at Barclays Wealth. She now coordinates member reviews across Spain, Italy, Portugal and the French Riviera.
Regional Director, DACH & Central Europe
Formerly UBS
After twenty-two years with UBS Private Wealth in Zurich and Frankfurt, Elena supports members navigating multi-currency structures and succession planning with an emphasis on transparent terms.
Ambassador, Asia-Pacific
Formerly Barclays Wealth
David built Barclays Wealth’s expatriate advisory practice in Singapore over nineteen years. He guides members through onboarding, funding coordination and ongoing account reviews.
Regional Director, Middle East & Africa
Formerly UBS
Amara held senior relationship roles at UBS in Dubai and Johannesburg for seventeen years. She works with members who require careful documentation and region-specific risk context.
Ambassador, Americas
Formerly Barclays Wealth & UBS
Robert’s career spans twenty-five years between Barclays Wealth in New York and UBS Wealth Management in Toronto. He helps North American members understand product structure before committing capital.
Names, biographies and prior employer references are placeholders for layout and tone only. Replace with verified leadership appointments and approved photography before any public launch.