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

CIIA, Head of Investment Services

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.

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.

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.

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.

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.

PORTFOLIO MANAGEMENT