A Partnership in Tangible Assets

Fulfilling Your Fiduciary Duty for Complex Assets

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Be empowered to advise with confidence

As a trusted advisor, your commitment to your clients best interests is paramount. We understand that navigating specialised asset classes can present unique challenges, from ensuring fiduciary duty to overcoming a lack of specialist knowledge and the need for a seamless process. We act as your expert partner, providing the deep-seated expertise and streamlined, end-to-end solutions that protect both your time and your reputation.

Whether you are seeking to introduce a proven, uncorrelated asset class to a client's portfolio or require expert guidance on the valuation and management of an inherited collection, we provide the support you need. Our partnership allows you to confidently serve your clients' diverse needs, strengthening your own value proposition and deepening your client relationships.

Professional Services: A lifecycle approach to rare coins

Working with: Wealth Managers, Family Offices, Legal Services and Estate Administrators

  • We assist you in identifying and acquiring investment-grade coins that align with your clients portfolio strategy.

  • We provide expert valuation services and manage the authentication process.

  • We offer comprehensive, ongoing management of your clients collection, including advice on maintenance, curation, professional storage, and insurance.

  • We integrate rare coins into your overall financial plan, using data-driven insights to provide a true hedge against market volatility.

  • We are on hand to facilitate the liquidation of a clients holding - whether they are previously a client of Heritatum or not.

Learn more through our Journals

Featured
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.

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.

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.

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.

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.

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.

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.

See all our Journals

20 Year Performance

1099%

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

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Contact us to see how we can help

Navigating the world of rare coins requires a trusted partner with deep market knowledge - especially when you are helping a client. We have a proven track record of provide the expert guidance necessary to manage these tangible pieces of history with confidence.