Rare Coins for the Modern Portfolio

Bringing the past into the present

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“The wealthiest families have used rare coins to preserve and grow their wealth for generations. At Heritatum we make these assets accessible to you.

We blend deep historical knowledge with data-driven insight to provide expert advice and discreet acquisitions to the discerning investor and collector. ”
— Heritatum

The Benefits of Rare Coins

  • Rare Coins have outperformed many mainstream asset classes over the last 20 years

  • With a passionate collector base underpinning the market historically the downside risk has been minimised

  • Rare coins work outside of the traditional investment markets and add further diversification to your portfolio

  • Direct ownership provides a level reassurance and security many investments cannot provide

  • You are a custodian of history creating your own narrative. Not only to be enjoyed by yourself but future generations

20 Year Performance

1099%

20 Year Growth of the ‘Heritatum Rare Coin Index’ (2003-23)

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Explore Our Featured Stock

Explore Stock
The only example of this Exceptionally Rare Dual Dated pattern 1829 half Sovereign in private hands
The only example of this Exceptionally Rare Dual Dated pattern 1829 half Sovereign in private hands

The only British Gold Pattern to feature 2 dates

The only example in Private Hands

The only 1829 half Sovereign available to collectors

This is an exceedingly rare opportunity to own one of the most unique and interesting of British patterns: the sole 1829 half sovereign available to collectors and the only British gold pattern to feature two different dates.

£85,000

Status: Available for acquisition

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Joint Finest (NGC). Henry VII Angel. MS64. s. 2187
Joint Finest (NGC). Henry VII Angel. MS64. s. 2187

An exceptional and rare Mint State example of the coinage of Henry VII.

In numismatic terms Henry VII is most notable for the introduction of the Sovereign, a variety of which is still minted to this day. These Sovereigns commanding significant sums therefore Angels are the only realistically accessible gold coins of Henry VII.

Status: Acquired by a client

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Finest Graded Gold Trade Dollar, 1897
Finest Graded Gold Trade Dollar, 1897

One of less than 10 that are believed to exist. A true rarity at the peak of desirability.

Graded by NGC as PF61 - no other examples are graded higher.

This is only the second Gold Trade Dollar to come to the market in recent years. The last publicly traded piece was a 1902 example which made US $214,000 in 2014.

Status: Sold on behalf of a client

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Unique Proof Silver Striking of the 1887 Melbourne Mint Sovereign - PF64
Unique Proof Silver Striking of the 1887 Melbourne Mint Sovereign - PF64

Unique coin of Victorian Australian numismatics.

With exceptional provenance having once resided in the famous Bentley collection - described at the time as the ‘ultimate British Sovereign Collection’. Provenance doesn’t get more important than this.

£35,000

Status: Available for acquisition

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James I, ‘Britain Crown’ 1612-13. MS61
James I, ‘Britain Crown’ 1612-13. MS61

A most charming example of the James I ‘Britain Crown’.

Named as it is amongst the first coin to feature ‘Great Britain’ in its legends - pre dating Anne’s unification in the early 1600’s by nearly 200 years.

Unusual in this high grade

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Single Finest Richard III Groat (4p)
Single Finest Richard III Groat (4p)

Richard III coins are all rare due to his short reign. He is a much coveted Monarch by coin collectors as his reign not only marked the end of the House of York (and the beginning of the House of Tudor) but by many it is considered the end of the Middle Ages.

£4,000

Status: Available for acquisition

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Explore More Rare Coins

Journal

Journal
The Two-Pot Strategy: Balancing Rarity, Alpha, and Tax-Efficiency
The Two-Pot Strategy: Balancing Rarity, Alpha, and Tax-Efficiency

In the world of high-value tangible assets, gold remains the ultimate anchor, the traditional safe haven. However, for the sophisticated buyer, the strategy is rarely as simple as "buying gold." To truly optimize a portfolio, one must distinguish between Defensive Bullion and Numismatic Masterpieces.

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Beyond the Vault: Why Rare Coins Outperform Art, Cars, and Watches on Utility
Beyond the Vault: Why Rare Coins Outperform Art, Cars, and Watches on Utility

When diversifying a portfolio with luxury tangible assets, investors typically look toward "The Big 3": Fine Art, Classic Cars and Luxury Watches. Whilst all three can offer significant capital appreciation, a cold-eyed look at the carrying costs, logistical hurdles, and inherent physical advantages reveals why rare coins are a clear winner for the efficient investor.

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Proving the model: Backing up the Heritatum Rare Coin Index (HRCI)
Proving the model: Backing up the Heritatum Rare Coin Index (HRCI)

Our Heritatum Rare Coin Index (HRCI) utilises price data from the annually published “Coins of England”. To ensure data integrity we undertook further research. See the results of our research into the long term performance of a selection of rare coins.

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The 20-Year Verdict: Rare Coins Beat the Market (2003–2023)
The 20-Year Verdict: Rare Coins Beat the Market (2003–2023)

When evaluating any asset class for serious, long-term wealth creation, the only truly meaningful metric is performance across multiple economic cycles.

The data from the Heritatum Rare Coin Index (HRCI) (covering the two decades from 2003 through 2023) provides a clear, compelling answer: high-grade rare coins are not just a safe haven—they are a superior wealth generator.

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Explainer: The Heritatum Rare Coin Index
Explainer: The Heritatum Rare Coin Index

A look at how the ‘Heritatum Rare Coin Index’ (HRCI) came to be and what is included.

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The Building Blocks of Portfolio Tranquility: Why Rare Coins Deliver Value
The Building Blocks of Portfolio Tranquility: Why Rare Coins Deliver Value

In an environment defined by volatility, the modern quest for wealth preservation has narrowed to one critical mandate: finding assets that are genuinely uncorrelated to global financial markets. Diversification is key. Safe haven assets are vital.

For the sophisticated investor, ‘investment-grade’ rare coins deliver on this mandate through three structural pillars that provide both financial resilience and for many the more important peace of mind.

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The Role of Tangible Assets When Equity Volatility is High: A Case for Counter-Cyclical Investing
The Role of Tangible Assets When Equity Volatility is High: A Case for Counter-Cyclical Investing

When the financial system experiences stress, the correlation between traditional assets like stocks and bonds often spikes, erasing the benefits of diversification. This is when tangible assets—such as high-value art, classic cars, and rare coins truly earn their place in a balanced portfolio.

Research and market data consistently reveal that these assets offer crucial diversification, low correlation, and often outperformance compared to traditional markets during periods of financial stress.

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Ready to Build a Lasting Legacy?

Navigating the world of rare coins requires a trusted partner with deep market knowledge. Whether you are diversifying a portfolio or looking to build a safe haven legacy, we provide the expert guidance necessary to manage these tangible pieces of history with confidence.