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. From a top-down perspective, we provide clients with regular monthly reports on the global equity and fixed income markets, supplementing this information with fund-specific research and bespoke client recommendations.

Our team of research analysts leverage their expertise and complement their individual research with an array of qualified external sources, to keep our asset management teams and clients abreast of the trends (and potential shocks) impacting their wealth today – and well into the future.

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.

Click here to access Research & Strategy.