Press releases
Banque Heritage further expands its Private Banking teams
Banque Heritage strengthens its teams with the arrival of three new Client Relationship Managers in Geneva and Zurich. These strategic recruitments aimed at supporting the growth and development of the Private Banking business.
These recruitments are in line with the Bank's growth strategy and will support the increase in assets under management. They confirm the Bank’s commitment to strengthening its private banking activities and to providing exceptional service and tailored solutions to meet the needs of its high-net-worth clientele.
Ksenija Benaroche brings over 15 years' experience in private banking, including nine years as a private banker at JSC Baltic International in Riga and six years in wealth management with Compagnie Bancaire Helvétique (CBH) in Geneva.
With nearly 20 years of expertise in private wealth management, Marija Sarenac has worked at prestigious institutions such as Credit Suisse, Deutsche Bank, EFG in London, as well as Julius Baer and Liechtensteinische Landesbank (LLB) in Zurich, where she held key positions.
Clara Bulgheroni has a dual background in family offices and private banking, gained from her experience at Falcon Group Asset Management, a multi-family office based in Buenos Aires, and at Credit Suisse as a client manager for ultra-high-net-worth (UHNW) clients in South America. A FORWARD-LOOKING VISION.
"The arrival of our new colleagues highlights the dynamic growth of our wealth management business," commented Michael Welti, Head of Private Banking. "With a pragmatic approach and a forward-looking mindset, we are strengthening our presence in core markets and setting ourselves apart in client relationship management. Their complementary expertise and extensive knowledge of international markets enhance our capacity to deliver bespoke financial solutions, precisely aligned with the unique expectations of our private clients."
These appointments mark a significant step forward for Banque Heritage and demonstrate its determination to attract the best talent. The diversity and depth of the new hires’ backgrounds reflect the Bank’s commitment to meeting the diverse and complex needs of its international clientele
Press release - Banque Heritage further expands its Private Banking teams
December 05, 2024
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