Discover Our Institution
We are a family-controlled Swiss private bank with headquarters in Geneva and offices in Basel, Sion and Zurich.
Learn more
Discover our Solutions
View all servicesWHO WE ARE
As a Swiss private banking group, we combine an entrepreneurial spirit with deeply rooted family values. Originally founded as a family office, we have evolved into a leading wealth management group, while remaining true to our heritage. Driven by passion, ambition and curiosity, we offer a comprehensive range of financial services (asset allocation and portfolio management, advisory and discretionary mandates, fund representation services, market research) and personalised support based on listening, expertise and an unwavering commitment to our private clients and third-party managers. Our commitment goes far beyond simple asset management. With a proactive approach, we anticipate needs, act with conviction and aim for success, while remaining fully focused on creating sustainable value for our clients.
With headquarters in Geneva, Switzerland, the Bank has offices in Basel, Sion and Zurich.
In addition to a fully owned subsidiary, Banque Heritage Uruguay, based in Montevideo, the Bank is also majority shareholder of Meridian Wealth Management, a Lausanne based independent wealth management firm.
Governance
TORSTEN KOSTER
Chairman of the Board of Directors, Chairman of the Compensation Committee, Member of the Investment Committee
JOHANNES T. BARTH
Vice Chairman of the Board of Directors, Chairman of the Investment Committee
See all Members of the Board of Directors
MARCOS ESTEVE
Chief Executive Officer, Member of the Executive Committee
JEAN-CHRISTOPHE ROCHAT
Chief Investment Officer, Head of Asset Management, Member of the Executive Committee
See all Members of the Executive Committee
HERITAGE
“We offer a harmonized range of banking activities to a new generation of clients for whom we aim to combine the wisdom of experience with the highest order of day-to-day financial intelligence.” Marcos Esteve, CEO Banque Heritage
Think. Act. Thrive.
With a business model based on open architecture, transparency, and independence, we provide bespoke investment solutions designed to meet the needs of our clients.
Driven by curiosity, ambition, and passion, we go far beyond traditional financial asset management. We focus on building partnerships established on trust, providing our clients with unwavering support and expert advice at every stage of their wealth management journey.
Our dual expertise - combining the agility and personalized approach of a family-run structure with the extensive resources and capabilities of a larger institution - sets us apart, offering our clients the best of both worlds.
Today we are dedicated to sharing this family success with our clients and partners.
Traditional Swiss private banking excellence and family values remain a strong part of any banking relationship. We provide our clients with tailor-made investment management services. Our clients highly value our approach which is based on trust, transparency and open communication. We combine the traditional values of consistent and highly customized services with the widest spectrum of opportunities for enhancing portfolio performance whilst applying a stringent risk management discipline. For us, capital preservation is at least as important as capital enhancement.
A clear framework
Our skilled investment managers, with extensive domestic and international financial market experience, are there to help you realize your personal investment objectives. In the process, they follow a clear and established framework, take full advantage of modern technology and always make sure you are thoroughly up-to-date.
A full range of services
Banque Heritage offers Private Banking and Family Office Services, Wealth Planning, Asset Management / Discretionary Portfolio Management, Investment Advisory, M&A and Strategic Advisory, Pension Planning, Structured Products, Venture Capital Club Deals as well as Paying Agent Services. External Asset Managers also benefit from the services offered by Banque Heritage.
Banque Heritage focuses on Private Banking, Asset Management and External Asset Managers activities (UHNWI, Families, and Institutions), and its strategy is based on acquiring new clients in Switzerland and across growth / emerging markets.
TIMELINE
Banque Heritage’s timeline offers an engaging way to learn about the important moments in the history of both Banque Heritage and Sallfort. More than just a chronology of events, the timeline is an exploration into the history of our institution.
Drag to continue
To discover more information about products we provide please Accept our Disclaimer
Open Disclaimer