At Banque Heritage, each private banking relationship is unique. We focus on each client individually, considering their financial objectives, future aspirations and their desired legacy.  We approach each relationship thoughtfully and for the long-term – offering strategic guidance to the ongoing wealth management process, while capturing the tactical opportunities that arise. Banque Heritage provides private and institutional clients with trusted advice and a comprehensive range of tailored wealth management solutions.

Our wealth management process is truly holistic. With an emphasis on capital preservation and a keen understanding of the complexity and dynamics of wealth management, the Private Bank leverages the research, portfolio management and trading expertise of the Asset Management division – ensuring the best solutions are put forward for each client.

We engage a broad array of well-regarded external specialists – all of whom contribute to building a long-term relationship based on mutual trust and growth. Our services go well beyond traditional wealth management to include: succession and estate planning, wealth structuring, asset protection, philanthropy and services related to the founding of family offices.

Headquartered in Geneva, the Private Bank combines family values with an entrepreneurial approach to offer strategic financial solutions and access to opportunities in the dynamic and fast-growing markets globally.  From an international franchise that spans Zurich, Lisbon, Lugano, Montevideo and Singapore, the Private Bank offers clients a unique global perspective complemented by on-the-ground financial management.