Banque Heritage SA

Banque Heritage SA

Banque Heritage SA

Date Founded



route de Chêne 61,Geneva, Geneve (Geneva) 1211

Type of Company



Investment Services & Portfolio Management

Company Description

Banque Heritage is an active, long-term manager which combines family values with an entrepreneurial approach to offer strategic financial solutions and access to opportunities globally.The firm focuses on each client individually, considering their financial objectives, future aspirations and their desired legacy. They perform in-house analysis using external research sources to make investment decisions.Their wealth management process is holistic and emphasizes capital preservation and an understanding of the complexity and dynamics of wealth management. They leverage the research, portfolio management and trading expertise of their asset management division to provide the best solutions for each client and utilize a network of external specialists to provide a range of wealth management services including wealth structuring, asset protection, philanthropy and services related to the founding of family offices.

Contact Data
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Executives & Employees

Chief Executive Officer

Deputy Chief Executive Officer & Head of Private Banking

Chief Financial Officer

Chief Investment Officer

Chief Operating Officer & Head-Operations, Risk, Tax & IT

Head of Legal & Tax

Executive Director

Deputy CIO & Head of Hedge Funds Research

Head of Group Communication

Managing Director

Board of Directors

Executive Director at Eastpharma Ltd.

Chief Executive Officer at Sallfort Privatbank AG

Chairman at Slyde Holding SA

Economist at Banque Heritage SA

Former Interim Chief Executive Officer at Heritage Bank, Inc. (Erlanger, Kentucky)

Former Chief Executive Officer at Banque Heritage SA

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Banque Heritage SA
Recent Transactions
Details Hidden

Banque Heritage SA purchases Sallfort Privatbank AG

Details Hidden

Banque Heritage SA purchases GP Gestion Privée SA

Details Hidden

Banque Heritage SA purchases Meridian Wealth Management SA

Advisors & Consultants

Head of Strategic Communications at L.M. Tilman & Co.

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