Press

Portfolio manager industry: 360° market view

Interview with Marcos Esteve

From a family office to a banking institution, we epitomize a unique blend of familial spirit and a banking license. In this exclusive interview, explore our strategic pillars, with a focus on agile asset and portfolio management. Gain insights into our CEO's perspectives on collaboration opportunities and support for smaller managers. Discover our competitive advantages. Join us as we navigate industry trends with technology and innovation, ensuring our services meet evolving client needs.

Interview Marcos Esteve - December 2023

To gain a comprehensive understanding of the topic, we recommend referring to the full report available on the PwC website: Swiss portfolio manager industry trends | PwC Switzerland.






December 14, 2023

Press

Europe’s Stock Markets in a Global Comparison: Which Sectors Offer the Best Returns?

Jean-Christophe Rochat, our CIO, shares his expertise on Europe's competitiveness with the United States and China in the latest issue of Payoff Magazine.

February 06, 2025

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.

January 08, 2025

Press

Electric cars: a lack of enthusiasm

Article published in Allnews on 10 September 2024

September 11, 2024