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