Begun as a family office in Lausanne over 25 years ago, Banque Heritage has evolved into an innovative wealth management firm headquartered in Geneva, with partners and subsidiaries across Europe and around the world.

Our business is based on the traditions of discretion and service that lie at the heart of Swiss private banking. Focused on our clients, we are redefining wealth management – through highly-collaborative relationships with our clients and an ever-growing range of internal services and external partnerships.

Today, the firm operates holistically across our 2 métiers – Private Banking and Asset Management – bringing our clients a rich offering of advisory services, wealth management solutions and investment products.  With total assets under management of over 5.8 BN CHF as of December 2010, and a solid 14.8% Tier 1 Capital Ratio, the firm employs more than 270 professionals across three continents.

Milestones