ACCESS TO THE INFORMATION ON THE BANQUE HERITAGE WEBSITE
By accessing the Banque Heritage website you agree to be legally bound by these terms of use. If you do not agree to the terms of use, do not proceed further on this website
Access to the information contained on this website may be restricted by laws and regulations applicable to the user. Persons to whom such restrictions apply must not access the Banque Heritage website.
LOCAL LEGAL RESTRICTIONS
The Banque Heritage website is not directed at any person in any jurisdiction where, by virtue of that person’s nationality, residence or otherwise, the publication or availability of the Banque Heritage website is prohibited.
NO OFFER
Neither the information nor any opinion expressed on this website should be construed as a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. Banque Heritage does not intend to provide investment, legal or tax advice through the Banque Heritage website and does not represent that any securities or services discussed are suitable for any investor. When making an investment decision, the investor should seek the advice of a professional financial advisor. None of the investments, mutual or alternative funds referred to on this website are available to, and prospectuses in respect of them will not be distributed to, persons resident in any country, state or jurisdiction where such distribution would be contradictoryto local law or regulations.
SALES RESTRICTIONS
An investment in a fund of Banque Heritage should only be made after reading the relevant legal documents, such as management regulations, prospectuses, annual and semi-annual reports, all of which can be obtained free of charge from the funds’ representatives in each country where the funds are incorporated or registered.
INVESTMENT PERFORMANCE
The value of investments and the income from them may go down as well as up, and investors may not get back the amount invested. Past performance of an investment is not a guarantee for future performance. Banque Heritage does not intend to provide investment advice to you or any other party. No information or material on this website is to be relied upon for the purpose of making or recommending investments or any other decision.
NO WARRANTY
Although Banque Heritage and its data providers seek to ensure that the information on this website is accurate and complete at the time of publication and has been obtained from sources believed to be reliable, Banque Heritage and its data providers make no express or implied guarantees that such information is accurate, reliable, up to date or complete. The content of this website, the information and opinions expressed herein are subject to change without notice.
LIMITATION OF LIABILITY
Banque Heritage and its data providers expressly disclaim any liability to the fullest extent permitted by law to any person for any reason in respect of the consequences of anything done or omitted through the use of or reliance on any or all of the contents of the Banque Heritage website. Further, Banque Heritage and its data providers accept no liability for any losses or damage arising from the use of or reliance on the information on this website, including but not limited to any loss or fall in profit or any direct or indirect damage.
EXTERNAL LINKS
The Banque Heritage website may contain hyperlinks providing access to other websites beyond the control of Banque Heritage. Banque Heritage therefore accepts no responsibility for the content of any websites thus accessed by the user.
COPYRIGHT
Banque Heritage Is The Owner
UNITED STATES OF AMERICA
None of the investment funds mentioned on this website is or will be registered under the "United States Securities Act" of 1933, as amended. Similarly, the investment funds mentioned on this website are not and will not be registered under the "United States Investment Company Act" of 1940, as amended. Consequently, the above-mentioned investment funds must not in any circumstances be offered or distributed: (i) in the United States of America, in any of its States or in any other political subdivision of the United States of America, or (ii) to or on behalf of or for the benefit of any United States Person (as defined in Regulation S of the "United States Securities Act" of 1933).
Disclaimer acceptance
This section is only accessible for qualified investors
Highlighted articles
Publications
Letter from the CIO - "Normalization"The January edition of our Letter from the CIO titled "Normalization" is also available in French and German.
January 19, 2022
Press releases
Banque Heritage completes its service offering for fundsBanque Heritage launches Fund Representative and Fund Distribution Advisory services to complement its Paying Agent services.
January 17, 2022
Testimonial
QualificatiON - Anna Damigella (EN)In our latest clip, Anna Damigella from Human Resources describes how qualification and motivation go together.
January 13, 2022
Publicly Available
Publications
Letter from the CIO - "Normalization"The January edition of our Letter from the CIO titled "Normalization" is also available in French and German.
January 19, 2022
Press releases
Banque Heritage completes its service offering for fundsBanque Heritage launches Fund Representative and Fund Distribution Advisory services to complement its Paying Agent services.
January 17, 2022
Testimonial
QualificatiON - Anna Damigella (EN)In our latest clip, Anna Damigella from Human Resources describes how qualification and motivation go together.
January 13, 2022
Testimonial
DiversificatiON - Onur von Burg (EN)In our latest clip, Onur von Burg, CIIA, speaks about the importance of diversification in our wealth management process.
January 06, 2022
Press releases
Banque Heritage (Uruguay) SA partners with KFW DEGBanque Heritage (Uruguay) SA partners with KFW DEG to boost its development growth in the financing of SMEs and projects with a positive environmental and social impact.
December 27, 2021
Publications
EOY 2021 Review and Outlook 2022 - Message from the CIOBanque Heritage's CIO Jean-Christophe Rochat, CIIA, shares our review of 2021 and gives an outlook to 2022.
December 22, 2021
Publications
Observation Deck Q4 EOY 2021Read the newest edition of our Observation Deck for the end of the year with an outlook to 2022 here:
December 21, 2021
Press releases
Banque Heritage joins Wecan ComplyBanque Heritage joins Wecan Comply’s blockchain based compliance platform and aims to create a digital ecosystem for its EAMs.
December 16, 2021
Testimonial
TransformatiON - André Thill (EN)André Thill, Chief Operating Officer of Banque Heritage, talks about the constant transformation we are embracing to best serve our clients in an ever-evolving world of private banking.
December 09, 2021
Publications
Letter from the CIO - "Normalization"The January edition of our Letter from the CIO titled "Normalization" is also available in French and German.
January 19, 2022
Publications
EOY 2021 Review and Outlook 2022 - Message from the CIOBanque Heritage's CIO Jean-Christophe Rochat, CIIA, shares our review of 2021 and gives an outlook to 2022.
December 22, 2021
Publications
Observation Deck Q4 EOY 2021Read the newest edition of our Observation Deck for the end of the year with an outlook to 2022 here:
December 21, 2021
Publications
CompassiON EOY 2021 ENAt the end of the year we are supporting three children and youth focussed projects with a special contribution. Find the details of the projects in the provided info leaflets.
November 29, 2021
Publications
Letter from the CIO - StagflationFind below our latest Letter from the CIO for November titled Stagflation:
November 19, 2021
Publications
Alignment of PlanetsIn the latest interview, CIO Jean-Christophe Rochat gives a market analysis titled "Alignment of Planets". (You can de-/activate English or French subtitles with the = CC button)
October 22, 2021
Publications
Letter from the CIO - "A Challenging Agenda"The October edition of our Letter from the CIO titled "A Challenging Agenda" is also available in French and German.
October 19, 2021
Publications
Letter from the CIO - "More volatility ahead?"The September edition of our Letter from the CIO titled "More volatility ahead?" is available in English and German.
September 21, 2021
Publications
Quo vadis, ECB?It’s now the turn of the ECB tomorrow to debate whether they will or can taper their bond purchases.
September 08, 2021
Press
Passion Assets: faut-il suivre son cœur?Les Passion Assets demandent tout de même une certaine expertise afin d’éviter les mauvaises surprises telles qu'escroqueries ou contrefaçons.
August 10, 2021
Press
Mikaël Safrana, CIIA, CWMA listed in Citywire Selector's 40 under 40Congratulations Mikaël!
December 09, 2020
Press
Jean-Christophe Rochat, CIIA, our Chief Investment Officer, gives his views on the ILS market.allnews
December 13, 2019
Press
ESG can’t just be a de facto language, says Swiss selectorCitywire Selector
December 05, 2019
Press releases
Banque Heritage completes its service offering for fundsBanque Heritage launches Fund Representative and Fund Distribution Advisory services to complement its Paying Agent services.
January 17, 2022
Press releases
Banque Heritage (Uruguay) SA partners with KFW DEGBanque Heritage (Uruguay) SA partners with KFW DEG to boost its development growth in the financing of SMEs and projects with a positive environmental and social impact.
December 27, 2021
Press releases
Banque Heritage joins Wecan ComplyBanque Heritage joins Wecan Comply’s blockchain based compliance platform and aims to create a digital ecosystem for its EAMs.
December 16, 2021
Press releases
Banque Heritage continues to grow in Private MarketsThe Geneva-based bank's latest investment in the Swiss company LAGOSTA.
October 04, 2021
Press releases
Press Release - Michael Welti is joining Banque HeritageToday, Banque Heritage is announcing Michael Welti will be joining the Bank as Head of Private Banking in September
May 20, 2021
Press releases
Taking Tradition into the FutureWith its new advertising campaign named "Taking Tradition into the Future", Banque Heritage SA is making its first public appearance since Banque Heritage SA and Sallfort Privatbank AG merged in 2019.
August 17, 2020
Press releases
Press Release on the 2019 resultsAfter completing our merger, the return to profit and overall growth in 2019, the outlook for 2020 is positive.
May 27, 2020
Press releases
Sallfort Venture Capital 2017 TrocafoneSallfort is investing for the second time in Trocafone, one of the fastest growing tech start ups in Latin America. The smartphone e-commerce company has multiplied its sales in the past 2 years.
August 24, 2017
Press releases
“Leaving the Comfort Zone”Johannes T. Barth, former CEO of Sallfort Privatbank AG, is giving an outlook for the future of smaller private banks on finews.com.
May 29, 2017
Testimonial
QualificatiON - Anna Damigella (EN)In our latest clip, Anna Damigella from Human Resources describes how qualification and motivation go together.
January 13, 2022
Testimonial
DiversificatiON - Onur von Burg (EN)In our latest clip, Onur von Burg, CIIA, speaks about the importance of diversification in our wealth management process.
January 06, 2022
Testimonial
TransformatiON - André Thill (EN)André Thill, Chief Operating Officer of Banque Heritage, talks about the constant transformation we are embracing to best serve our clients in an ever-evolving world of private banking.
December 09, 2021
Testimonial
DiscretiON - Susanne Kitscha-Lambillon (EN)Susanne Kitscha-Lambillon talks about one of Switzerland's greatest strengths when it comes to winning the trust of clients: the deeply rooted understanding of discretion and professionalism.
November 24, 2021
Testimonial
SatisfactiON - Mikaël SafranaIn this clip, Mikaël Safrana, CWMA, CIIA, speaks about Client SatisfactiON, what it means to Banque Heritage's Asset Management Team and the many aspects playing a role in achieving it.
November 11, 2021
Testimonial
PassiON - Michael Welti (English)Michael Welti, Head of Private Banking, speaks about where he sees the PassiON within Banque Heritage.
October 26, 2021
Events
Showcase Event - Les Bêtes FragilesBanque Heritage had the honor to host a showcase event showing some of Olivier Bertrand's most magnificent sculptures. He was accompanied by gallerist Mourad Daoudi and fellow artist Xavier Embise.
November 30, 2021
In order to ensure the usability of the website and to recognise your needs and preferences, we use cookies. Please press, "Accept" to agree to the use of cookies or press on the following link: Cookies policy to let us know your preferences regarding the use of cookies on our webpage.