Our Story

Banking with conviction since 1987

Heritage Trust Bank was founded on a single principle: that exceptional clients deserve exceptional banking. Over four decades we have grown from a single private banking office into a global institution managing more than $42 billion in client assets — yet our approach has never wavered.

Every client we serve is paired with a dedicated relationship manager. Every product we offer is engineered for clarity and precision. And every decision we make is guided by one question: is this excellent enough for our clients?

1987
Founded in New York
$42B+
Assets Under Management
186+
Countries Served
Leadership

The people behind the standard

Jonathan Reeve

Chief Executive Officer

Since 2008

Margaret Holloway

Chief Financial Officer

Since 2014

David Ashworth

Head of Wealth Management

Since 2011

Sofia Castellanos

Chief Technology Officer

Since 2019