Press

Banque Heritage’s evolving fund selection strategy

As Head of Fund Selection and Senior Cross Asset Advisor, Cédric is leading a dynamic reduction of third-party funds, aiming for efficiency while enhancing core and satellite portfolios.

Discover how Banque Heritage is refining its fund selection approach to enhance performance and efficiency. In an exclusive Citywire interview, Cédric Priouzeau, Head of Fund Selection and Senior Cross Asset Advisor, shares key insights into the bank’s strategic focus on core investments, operational excellence, and a selective reduction of third-party funds.

Gain access to the full article and learn more about our investment philosophy and forward-looking strategies for 2025 and beyond.

Read the full article

January 08, 2025

Press

Rayan Achkar Featured in Finanz und Wirtschaft’s "Fünf Juniorbanker im Gespräch"

Discover Rayan Achkar's insights into private banking in the special "Fünf Juniorbanker im Gespräch" section of Finanz und Wirtschaft, where five young bankers share their personal journeys.

April 16, 2025

Press

Marija Sarenac Featured in Finanz und Wirtschaft’s: Mündige Entscheidungen treffen (Empowered Choices)

In her article for Finanz und Wirtschaft, Marija Sarenac, Director Private Banking, explores how women are reshaping finance—challenging norms and driving a more inclusive, impactful investment landscape.

April 14, 2025

Press

Beyond the Banker, Marcos Esteve

A fascinating look into the journey of our CEO, Marcos Esteve

April 01, 2025