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Asset Management


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Asset Management


Focused On Capital Preservation – With A Keen Eye For Opportunity

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 asset allocation. 

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 clients.

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Research


Market Intelligence, independently acquired

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Research


Market Intelligence, independently acquired

Research is at the core of smart investing.  At Banque Heritage, we have developed a dedicated in-house team which sources market intelligence from around the globe – synthesizing and analyzing the information that drives markets, and ultimately, sound investment decisions.

Equity and fixed income research is published on a monthly basis, providing high-level information and recommendations from a global macroeconomic, regional and sector basis. Additionally, we deliver a range of market screens, thematic pieces and recommended lists for the Swiss, European and U.S. markets.

ASSET ALLOCATION

Long-term performance relies on strategic asset allocation and careful tactical maneuvering. With modern portfolio theory as our guide, we seek steady performance and low volatility in the core portfolios we develop.  To properly manage the breadth of investment opportunities, we focus first on research – carefully analyzing the global economy, regional distinctions and industry sectors in crafting our overall investment strategy.

Asset allocation at Banque Heritage is an ongoing, collaborative process – driven by top-down macroeconomic scrutiny supported by detailed market analysis on an asset class, sector and regional basis. At all points, we seek balance. We have developed a suite of core holdings to address long-term objectives – supplementing these with flexible, tactical products designed to capture opportunity or hedge positions to protect capital.

BOTTOM UP RESEARCH

Identifying relevant opportunities within a specific market context is paramount to successful portfolio management. Whether it means finding pockets of unrealised value or capturing growth trends through market winners, dedicated bottom up research is at the core of this capacity. To this effect Banque Heritage employs a seasoned collaborative team of professionals, each focusing on a specific asset class:

  • US Equities
  • European Equities
  • Bonds
  • Alternative Investments
  • Traditional Funds
  • Macroeconomic Data
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Advisory & Portfolio Management


Our process is flexible, yet rigorous

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Advisory & Portfolio Management


Our process is flexible, yet rigorous

ADVISORY & Portfolio Management

Whether you prefer to entirely delegate your portfolio management to us or simply benefit from our insights, we are able to act and advise on a full range of products and services. Be it asset allocation, currencies, or a specific asset class, Banque Heritage publishes research documents on all major topics of asset management, manages portfolios according to these current views, and its teams are always available to distill their views, whether directly or through close collaboration with your relationship manager.

BOTTOM UP

EQUITIES

Banque Heritage covers equites in all the major financial markets. With more than 80 stocks recommended at all times and the ability to provide views in a timely manner on any specific company, we hold strong and differentiating opinions on equity markets which we also translate in a series of actively managed certificates for our clients.

Equity Research Paper (Click to enlarge)

BONDS

Overseeing lists of several hundred bonds, Banque Heritage remains proactive in delivering timely information on all new issues we deem of interest.
These lists are closely monitored and an important part of our advisory capacities. We cover sovereign, credit, high yield, EM and even Sukuk emissions.

Bond List Coverage (Click to enlarge)

 

OPEN ARCHITECTURE

TRADITIONAL FUNDS

We offer a truly internally sourced list of external expertises covering all major asset classes, including ETFs and commodities. By relying on the most successful managers in the market and establishing long lasting relationships with them, we benefit from their unparalleled ability to manage investments as well as their guidance and knowledge on specific investment themes.

Traditional Fund Research Paper (Click to enlarge)

ALTERNATIVE FUNDS

We took a pioneering role in the establishment of alternative investments as a valuable component of a balanced portfolio, and as a result can pass on the benefits of our extensive experience. Hedge funds effectively adopt a mirror image approach to the management of traditional investments and can reduce the elements of risk and volatility to any portfolio, while maintaining a capacity to perform. 

Alternative Fund Paper (Click to enlarge)

 

Macro & ASSET ALLOCATION

It is undeniable that asset allocation, driven largely by macroeconomic factors, remains the largest contributor to a portfolio's performance. Banque Heritage constantly updates its scenarii to reflect the ever evolving nature of the world that surrounds us. A thorough research paper, comprising our analysis of the current environment, various probable scenarios, and our resulting allocation grids is published on a monthly basis. 

Global Macro Environment (Click to enlarge)

Scenario Example (Click to enlarge)

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Products


A gateway to compelling strategies in attractive markets

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Products


A gateway to compelling strategies in attractive markets

Banque Heritage prides itself on making its expertise available to outside investors early on in its development through open-ended investment vehicles. A pioneer in the field of alternative investments, our funds are still regular recipients of market recognised prizes and distinctions. Evolving with our time, we have extended the breadth of our product line, through both in-house product development and external partnerships. We currently offer a broad range of:

  • Equity funds (style & thematic approaches)
  • Fixed income funds
  • Asset allocation funds
  • Alternative funds
  • Structured Products