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We are a family-controlled Swiss private bank with headquarters in Geneva and offices in Basel, Sion and Zurich.
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View all servicesWHO WE ARE
Banque Heritage is a Swiss private bank, formed by the merger of Banque Heritage SA and Sallfort Privatbank AG. The origins of both Banque Heritage SA and Sallfort Privatbank AG can be traced to the commodity trading business where the Esteve and Barth families have long-standing experience spanning over 200 years and in which they have established themselves as global market leaders.
Indeed, what differentiates Banque Heritage from other Swiss private banks is the fact that the legacy of the traditional family businesses continues to prevail and is non-banking related. Rather, it was the wealth generated by the commodity trading businesses that created the need to establish what were initially respective family offices with the similar overriding principles of utmost integrity, open architecture, independence of judgement, and singular dedication to the stewardship of family wealth.
Importantly, given the long term horizon of the family offices, they have always been driven by the achievement of superior investment performance for clients rather than short term revenue goals, something which differentiates them from typical financial institutions.
Over time, other families with like-minded values joined and entrusted their wealth, the circle became larger, and the family offices subsequently became private banks with a broad investment offering from traditional to hedge fund investments to own sourced club deals where clients can invest alongside the founding families.
With headquarters in Geneva, Switzerland, the Bank has offices in Basel, Sion and Zurich.
In addition to a fully owned subsidiary, Banque Heritage Uruguay, based in Montevideo, the Bank is also majority shareholder of Meridian Wealth Management, a Lausanne based independent wealth management firm.
Governance
TORSTEN KOSTER
Chairman of the Board of Directors, Chairman of the Compensation Committee, Member of the Investment Committee
JOHANNES T. BARTH
Vice Chairman of the Board of Directors, Chairman of the Investment Committee
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MARCOS ESTEVE
Chief Executive Officer, Member of the Executive Committee
JEAN-CHRISTOPHE ROCHAT
Chief Investment Officer, Head of Asset Management, Member of the Executive Committee
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HERITAGE
“We offer a harmonized range of banking activities to a new generation of clients for whom we aim to combine the wisdom of experience with the highest order of day-to-day financial intelligence.” Marcos Esteve, CEO Banque Heritage
Taking tradition to the future
Taking tradition to the future
Traditional Swiss private banking excellence and family values remain a strong part of any banking relationship. We provide our clients with tailor-made investment management services. Our clients highly value our approach which is based on trust, transparency and open communication. We combine the traditional values of consistent and highly customized services with the widest spectrum of opportunities for enhancing portfolio performance whilst applying a stringent risk management discipline. For us, capital preservation is at least as important as capital enhancement.
A clear framework
A clear framework
Our skilled investment managers, with extensive domestic and international financial market experience, are there to help you realize your personal investment objectives. In the process, they follow a clear and established framework, take full advantage of modern technology and always make sure you are thoroughly up-to-date.
A full range of services
A full range of services
Banque Heritage offers Private Banking and Family Office Services, Wealth Planning, Asset Management / Discretionary Portfolio Management, Investment Advisory, M&A and Strategic Advisory, Pension Planning, Structured Products, Venture Capital Club Deals as well as Paying Agent Services. External Asset Managers also benefit from the services offered by Banque Heritage.
Banque Heritage focuses on Private Banking, Asset Management and External Asset Managers activities (UHNWI, Families, and Institutions), and its strategy is based on acquiring new clients in Switzerland and across growth / emerging markets.
TIMELINE
Banque Heritage’s timeline offers an engaging way to learn about the important moments in the history of both Banque Heritage and Sallfort. More than just a chronology of events, the timeline is an exploration into the history of our institution.
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