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.