Banque Heritage private banking services can be offered through an External Asset Manager (EAM) model. The dedicated model provides the tools and services that allow you to provide the best possible service for your clients. It puts a team of experienced financial market professionals at your service and allows you to take advantage of services, product and IT solutions you need to succeed in your business.
Dedicated EAM team
10 experienced members at hand to make sure you spend more time with your clients and less time with administration. Building a true long-term partnership based on trust is the mission of your dedicated team.
Managed open architecture platform offering tailored solutions such as e-Banking and Flexible Pricing Schemes.
We deliver the services (such as Independent Research and After Hours Trading), product and IT solutions you need in order to succeed in your business.
Accessible senior management, efficient and rapid decision making process, human sized establishment. Entrepreneurial mindset.
Flexible, needs-based advice on strategic wealth management solutions.
Heritage Alternative Investment, Proprietary and independent research.
Being a cohesive nimble team permits an offering of truly tailored solutions combined with exceptional agility and access.