Banque Heritage Asset Management combines the
creative possibilities of an open architecture investment offering with
a focus on capital preservation to generate long-term absolute returns.
Our open architecture platform comprises Banque Heritage’s
in-house portfolio management, research and investment professionals –
complemented by an array of highly-regarded external managers – brought
together to help each client achieve their investment objectives. The
Heritage Asset Management team focuses on high-quality independent
research to develop and source investment opportunities for our clients.
Our cohesive approach to portfolio management facilitates the creation
of tailor-made portfolios from a selection of top-tier investment
managers across Europe, North America and Asia.
We believe thorough research is a key driver of performance and
delve deeply into global and local market economics, performing detailed
fundamental analysis on a broad range of sovereign, corporate, and
internal and external fund investments. We employ modeling techniques
and risk-assessment tools in creating portfolios with specific
characteristics, designed to provide an array of traditional and
alternative investment opportunities to address each client’s specific
Our asset management philosophy and investment
process transcend traditional portfolio management – based on knowledge
sharing, centered on client needs, aware of opportunity and flexible in
its execution – we are dedicated to bringing lasting benefit to our