Asset Management

“We are managing the assets of our clients as if we managed the assets of our own family, with trust, care and innovation at the heart of the relationship.”

Jean-Christophe Rochat

CIO, Head of Asset Management

WHAT WE DO

Assets are there to be protected and grown. That is the premise according to which our team of experienced asset managers work for our clients. The most important aspect for bespoke client advice is a thorough understanding of the client’s respective needs, so that these requirements can be translated into a corresponding investment strategy. We are managing the assets of our clients as if we managed the assets of our own family, establishing a true partnership with our clients.

An open architecture investment platform

Banque Heritage’s Asset Management combines the creative possibilities of an open architecture investment offering with a focus on capital preservation to generate long-term absolute returns. Our open architecture platform encompasses Banque Heritage’s in-house portfolio management, research and investment professionals – complemented by an array of highly-regarded external managers. They are brought together to help each client achieve their investment objectives.

KIID / Prospectus

https://www.six-dochub.com/en/...

A cohesive approach

Heritage’s Asset Management team focuses on high-quality independent research to develop and source investment opportunities for clients. We believe thorough research is a key driver of performance. We delve deeply into global and local market economics, performing detailed fundamental analysis on a broad range of sovereign, corporate, as well as internal and external fund investments. Our cohesive approach to portfolio management facilitates the creation of tailor-made portfolios from a selection of top-tier investment managers across Europe, North America and Asia.

Traditional and alternative investment opportunities

At all times, we make use of the latest technology. Equally important to us is our investment specialists’ daily exchange of information and views on market developments and select individual equities. We capitalize on modeling techniques and risk-assessment tools. We create portfolios with specific characteristics, designed to provide an array of traditional and alternative investment opportunities to address each client’s specific asset allocation.

Bring lasting benefits to our clients

Our asset management philosophy and investment processes transcend traditional portfolio management. These are based on knowledge sharing and are centred on flexible client needs. We are dedicated to bringing lasting benefits to our clients.

RESEARCH

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 analysing the information that drives markets, and is ultimately the basis for sound investment decisions. 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 US equity and fixed income markets.

Asset allocation

Long-term performance relies on strategic asset allocation and careful tactical maneuvering. With modern portfolio theory as our guide, we seek steady performance and low volatility in the core portfolios we develop. To properly manage the breadth of investment opportunities, we focus on research first – carefully analyzing the global economy, regional distinctions and industry sectors to craft our overall investment strategy.

Asset allocation at Banque Heritage is an ongoing, collaborative process, which is driven by top-down macroeconomic scrutiny. These efforts are supported by detailed market analysis on respective asset classes, sectors and regions. Importantly, we seek balance throughout the process. We have developed a suite of core holdings to address long-term objectives – supplementing these with flexible, tactical products designed to capture opportunity or hedge positions to protect capital.

Bottom-up research

Identifying relevant opportunities within a specific market context is paramount to successful portfolio management. Whether it means finding pockets of unrealised value or capturing growth trends through market winners, dedicated Bottom-up research is at the core of this capacity. To this end, Banque Heritage employs a seasoned collaborative team of professionals, each focusing on a specific field of expertise :

Swiss Equities
US Equities
European Equities
Fixed Income
Alternative Investments
Traditional Fund

Sustainable Investing

Sustainable investing involves considering not only financial returns but also environmental, social and governance (ESG) factors when making investment decisions with the long-term return of an investment portfolio in mind.

Find out about Banque Heritage's approach to sustainable investing in this two-pager: Sustainable Investing

To learn more about the UN's sustainable development goals, follow this link: Sustainable Development Goals

Asset allocation

Bottom-up research

Sustainable Investing

Swiss Equities
US Equities
European Equities
Fixed Income
Alternative Investments
Traditional Fund

Find out about Banque Heritage's approach to sustainable investing in this two-pager: Sustainable Investing

To learn more about the UN's sustainable development goals, follow this link: Sustainable Development Goals

PORTFOLIO MANAGEMENT

A Full Range Of Products

Portfolio design objectives:

Positive returns regardless of market development
Diversification
Low volatility
Generating cash flow for the investor.

Whether you prefer to entirely delegate your portfolio management to us or simply benefit from our insights, we are able to act and advise on a full range of products and services. Be it asset allocation, currencies, or a specific asset class, Banque Heritage publishes research documents on all major topics of asset management, manages portfolios according to these current views, and its teams are always available to distil their views, whether directly or through close collaboration with your relationship manager.

Equities

Banque Heritage covers equites in all the major financial markets. With more than 100 stocks recommended at all times and the ability to provide views in a timely manner on any specific company, we hold strong and differentiating opinions on equity markets which we also translate in a series of actively managed certificates for our clients.

Fixed Income

Overseeing lists of several hundred bonds, Banque Heritage remains proactive in delivering timely information on all new issues we deem to be of interest. These lists are closely monitored and are an important part of our advisory activities. We cover sovereign, credit, high yield, Emerging Market as well as Sukuk bond issues.

01 A Full Range Of Products

02 Equities

03 Fixed Income

Portfolio design objectives:

Positive returns regardless of market development
Diversification
Low volatility
Generating cash flow for the investor.

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