Think. Act. Thrive.
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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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As a Swiss private banking group, we combine an entrepreneurial spirit with deeply rooted family values. Originally founded as a family office, we have evolved into a leading wealth management group, while remaining true to our heritage. Driven by our values of passion, ambition and curiosity, we offer a comprehensive range of financial services (asset allocation and portfolio management, advisory and discretionary mandates, fund representation services, market research) and personalised support based on listening, expertise and an unwavering commitment to our private clients and third-party managers. Our commitment goes far beyond simple asset management. With a proactive approach, we anticipate needs, act with conviction and aim for success, while remaining fully focused on creating sustainable value for our clients.
With a business model based on open architecture, transparency, and independence, we deliver bespoke solutions tailored to each client’s unique needs. Driven by curiosity, ambition, and passion, we go beyond traditional asset management to offer a truly holistic approach to wealth. We cultivate long-term partnerships rooted in trust, providing clear guidance, expert insight, and unwavering support at every stage of our clients’ financial journey.
“Our mission is to support our clients’ success across generations, delivering bold, practical solutions to meet their unique challenges.”
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
"At Banque Heritage, sharing success is more than a belief, it is our purpose." - Marcos Esteve, CEO of Banque Heritage
SPBIX
Banque Heritage was recognised among the leading Swiss private banks in the Swiss Private Banking Identity Index (SPBIx), ranking 1st in Identity Score, 2nd among mid-size and boutique banks, and 3rd in Suisse Romande.
The SPBIx is a benchmark that evaluates how effectively private banks define and activate their brand identity, based on a rigorous and transparent analysis of nearly 30 criteria covering positioning, purpose, values and market expression.
2026 WealthBriefing Swiss Awards
Banque Heritage was recognised at the WealthBriefing Swiss Awards for its onboarding programme for External Asset Managers and for its Client Initiative. These distinctions highlight the Bank’s ability to deliver tailored, transparent and flexible solutions, combining an agile partnership model with a transformed platform that enhances client experience, accelerates onboarding and credit decisions, and supports sustainable growth in private banking.
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Great Place to Work
Banque Heritage is proud to be certified Great Place to Work® Switzerland 2025.
This recognition reflects a corporate culture built on trust, commitment and genuine consideration for every individual. It also highlights the importance we place on fostering a supportive, stimulating and collaborative working environment, where atmosphere and human relationships play a central role.
Discover more on our Career page
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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