Company intelligence
Banque Heritage
Think. Act. Thrive.
About Banque Heritage
As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values. Originally founded as a family office, we have evolved into a leading wealth management group, remaining true to our heritage. Driven by passion, ambition and curiosity, we offer a range of comprehensive financial services and personalised support based on care, expertise, and an unwavering commitment to our clients. Our commitment goes beyond wealth management solutions to actively nurture aspirations, empower future generations, and bring visions to life. With a proactive approach, we anticipate needs, act decisively, and strive for success, always focusing on creating sustainable value for our clients. #wealtmanagement #assetmanagement #externalassetmanager #eam #pensionplanning #fundassetservicing
Verified activity
Signals from Banque Heritage
4 published signals
Presence & Recognition
Banque Heritage moderated a panel discussion at SPHERE The Swiss Financial Arena on the topic of 60/40 and portfolio diversification.
Reported by Banque Heritage
Presence & Recognition
Banque Heritage hosted the annual art event at the Geneva headquarters featuring works by South Korean artists Bae Sejin and Sangwoo Kim.
Reported by Marija Sarenac, CWMA
People
Banque Heritage is featuring Gregory Novel, Head of IT at Banque Heritage, as part of the company's 40th anniversary series.
Reported by Banque Heritage
People
Banque Heritage welcomed Dana Charles as Fund Representation Services Officer in Zurich to strengthen the Fund Representation Services offering in Switzerland.
Reported by Banque Heritage