News and Publications

Highlighted articles

Publications

Letter from the CIO: "Goldilocks again!" - June 2024

Read our latest Letter from the CIO publication titled "Goldilocks again!" here:

June 17, 2024

Publications

Letter from the CIO: "Let's stay calm!" - May 2024

Read our latest Letter from the CIO publication titled "Let's stay calm!" here:

May 22, 2024

Press releases

Press Release on Annual Results 2023

BANQUE HERITAGE ANNOUNCES HISTORIC RESULTS AND CONTINUES ITS GROWTH

April 29, 2024

Publications

Letter from the CIO: "Goldilocks again!" - June 2024

Read our latest Letter from the CIO publication titled "Goldilocks again!" here:

June 17, 2024

Publications

Letter from the CIO: "Let's stay calm!" - May 2024

Read our latest Letter from the CIO publication titled "Let's stay calm!" here:

May 22, 2024

Press releases

Press Release on Annual Results 2023

BANQUE HERITAGE ANNOUNCES HISTORIC RESULTS AND CONTINUES ITS GROWTH

April 29, 2024

Press

The Cornerstone of Foreign collective investment placements

Antoine Royer, Head of Fund Representation & Paying Agent Service, talks about the Swiss fund representation business he has been developing at Banque Heritage since 2022.

April 17, 2024

Publications

Letter from the CIO: "Resilience or the start of recovery?" - April 2024

Read our latest Letter from the CIO publication titled "Resilience or the start of recovery?" here:

April 11, 2024

Publications

Letter from the CIO: "The bottle doesn’t matter as much as the drunkenness!" - March 2024

Read our latest Letter from the CIO publication titled "The bottle doesn’t matter as much as the drunkenness!" here:

March 18, 2024

Publications

Letter from the CIO: "2024's Journey Begins" - February 2024

Read our latest Letter from the CIO publication titled "2024's Journey Begins: January Review" here:

February 09, 2024

Publications

CIO Video - January Outlook for 2024

Watch our Jean-Christophe Rochat's January Outlook for 2024 in our latest CIO video:

January 30, 2024

Publications

CIO Outlook H1 2024

Read our latest Asset Management Research publication with an outlook for the first half of 2024 here:

January 10, 2024

Publications

Letter from the CIO: "Goldilocks again!" - June 2024

Read our latest Letter from the CIO publication titled "Goldilocks again!" here:

June 17, 2024

Publications

Letter from the CIO: "Let's stay calm!" - May 2024

Read our latest Letter from the CIO publication titled "Let's stay calm!" here:

May 22, 2024

Publications

Letter from the CIO: "Resilience or the start of recovery?" - April 2024

Read our latest Letter from the CIO publication titled "Resilience or the start of recovery?" here:

April 11, 2024

Publications

Letter from the CIO: "The bottle doesn’t matter as much as the drunkenness!" - March 2024

Read our latest Letter from the CIO publication titled "The bottle doesn’t matter as much as the drunkenness!" here:

March 18, 2024

Publications

Letter from the CIO: "2024's Journey Begins" - February 2024

Read our latest Letter from the CIO publication titled "2024's Journey Begins: January Review" here:

February 09, 2024

Publications

CIO Video - January Outlook for 2024

Watch our Jean-Christophe Rochat's January Outlook for 2024 in our latest CIO video:

January 30, 2024

Publications

CIO Outlook H1 2024

Read our latest Asset Management Research publication with an outlook for the first half of 2024 here:

January 10, 2024

Publications

Letter from the CIO: "Inflation Eases, Markets Rally: Mapping 2024" - December 2023

Read the latest publication of our Letter from the CIO titled "Inflation Eases, Markets Rally: Mapping 2024" here:

December 21, 2023

Publications

Trends in Switzerland’s Flourishing Market for Alternative Funds

Antoine Royer, Head of Fund Representation and Paying Agent Services on Trends in Switzerland’s Flourishing Market for Alternative Funds.

December 20, 2023

Press

The Cornerstone of Foreign collective investment placements

Antoine Royer, Head of Fund Representation & Paying Agent Service, talks about the Swiss fund representation business he has been developing at Banque Heritage since 2022.

April 17, 2024

Press

Portfolio manager industry: 360° market view

Interview with Marcos Esteve

December 14, 2023

Press

Asset Management Association - Person of the Month, Jean-Christophe Rochat

Jean-Christophe Rochat, CIO and Head of Asset Management at Banque Heritage, shares his insights in this interview with Asset Management Association:

October 10, 2023

Press

Finews interview with Marcos Esteve on Private Banking and Family Business

Read the latest interview by Finews with Marcos Esteve, CEO of Banque Heritage, here:

August 21, 2023

Press

Interview with our CEO, Marcos Esteve, in High Class Magazine

The High Class Magazine published their interview with Marcos Esteve titled "From One-Stop-Shop to First Bank to Talk to" in their spring edition.

May 24, 2023

Press

Finews article "Trust as key to success"

How Banque Heritage relies on trust as key to success (translated from German)

May 15, 2023

Press

press coverage on annual result by finews.ch

Find the article by following the link below:

April 06, 2023

Press

FINMA regulation as an opportunity

Translation of the latest article on Allnews by Eugen Koch, Head of the EAM Team in Zurich:

March 24, 2023

Press

China: The Great Transformation

Translation of latest article by Banque Heritage's CIO, Jean-Christophe Rochat, looking closer at the ongoing transformation of China's economy.

March 16, 2023

Press releases

Press Release on Annual Results 2023

BANQUE HERITAGE ANNOUNCES HISTORIC RESULTS AND CONTINUES ITS GROWTH

April 29, 2024

Press releases

Banque Heritage Facilitates Refinancing of CHF 7M Chalet in Crans Montana for Client of Arc & Co.

Specialist real estate advisory firm Arc & Co. has arranged a new CHF 7 million loan from Banque Heritage to refinance a chalet in Crans-Montana, Switzerland. The loan was arranged on behalf of a HNWI via his Swiss holding company.

October 25, 2023

Press releases

Banque Heritage Appoints Martin Ermini as Branch Manager Basel

Banque Heritage SA sets next steps to grow locally and internationally and strengthens its commitment to Private Banking in Basel by appointing Martin Ermini as branch manager.

August 17, 2023

Press releases

Press Release: Results for first half of 2023

Banque Heritage Reaps the Rewards of its Sound Management and Benefits from the Current Financial Environment

July 11, 2023

Press releases

Press Release on Annual Results 2022

Banque Heritage Overcomes Turbulent Market Conditions, Demonstrates Resilience and Growth

April 06, 2023

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

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

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 - Monumental Sculptures

Banque Heritage had the honor to host a showcase event showing some of Etienne Krähenbühl and Pierre Marie Lejeune’s imposing and magnificent sculptures. The artists were introduced to the bank by the Galerie Rosa Turetsky.

October 13, 2022

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

Corporate and Social Responsibility

Donations, Scholarships and Support in 2022

Banque Heritage has a long history of supporting children's education and children in need. At the end of the year we would like to share with you some of our contributions throughout 2022.

November 29, 2022

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