News and Publications

Highlighted articles

Press

Citywire Selector Article with Jean-Christophe Rochat

Banque Heritage’s Jean-Christophe Rochat is chasing bond-like returns, but bonds are no longer the most obvious place to look.

May 06, 2022

Publications

Observation Deck Q2 2022

Read the newest edition of our Observation Deck here:

May 02, 2022

Publications

Letter from the CIO - April 2022

You can find the latest publication of our Letter from the CIO through the link in news post:

April 14, 2022

Publicly Available

Publications

Message from the CIO - March 2022

March 31, 2022

Publications

Letter from the CIO - "Normalization"

January 19, 2022

Press

Citywire Selector Article with Jean-Christophe Rochat

Banque Heritage’s Jean-Christophe Rochat is chasing bond-like returns, but bonds are no longer the most obvious place to look.

May 06, 2022

Publications

Observation Deck Q2 2022

Read the newest edition of our Observation Deck here:

May 02, 2022

Publications

Letter from the CIO - April 2022

You can find the latest publication of our Letter from the CIO through the link in news post:

April 14, 2022

Publications

Message from the CIO - March 2022

Banque Heritage's CIO, Jean-Christophe Rochat, takes a look back at the last couple of weeks in this CIO Analysis.

March 31, 2022

Publications

Letter from the CIO - "The sound of cannons"

The March edition of our Letter from the CIO titled "The sound of cannons" is also available in French and German.

March 17, 2022

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 funds

Banque 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

Publications

Observation Deck Q2 2022

Read the newest edition of our Observation Deck here:

May 02, 2022

Publications

Letter from the CIO - April 2022

You can find the latest publication of our Letter from the CIO through the link in news post:

April 14, 2022

Publications

Message from the CIO - March 2022

Banque Heritage's CIO, Jean-Christophe Rochat, takes a look back at the last couple of weeks in this CIO Analysis.

March 31, 2022

Publications

Letter from the CIO - "The sound of cannons"

The March edition of our Letter from the CIO titled "The sound of cannons" is also available in French and German.

March 17, 2022

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 CIO

Banque 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 2021

Read 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 EN

At 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 - Stagflation

Find below our latest Letter from the CIO for November titled Stagflation:

November 19, 2021

Press

Citywire Selector Article with Jean-Christophe Rochat

Banque Heritage’s Jean-Christophe Rochat is chasing bond-like returns, but bonds are no longer the most obvious place to look.

May 06, 2022

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 40

Congratulations Mikaël!

December 09, 2020

Press

How to capitalise on hedge funds’ push into Europe

Citywire Selector

March 05, 2020

Press

Swiss Selector names the most resilient funds he backs

Citywire Selector

October 15, 2019

Press

Selector Swiss 30

Citywire

September 23, 2019

Press releases

Banque Heritage completes its service offering for funds

Banque 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 DEG

Banque 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 Comply

Banque 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 Markets

The Geneva-based bank's latest investment in the Swiss company LAGOSTA.

October 04, 2021

Press releases

Press Release - Michael Welti is joining Banque Heritage

Today, 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 Future

With 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 results

After 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 Trocafone

Sallfort 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 Safrana

In 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 Fragiles

Banque 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

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