News and Publications

Corporate and Social Responsibility

Donations, Scholarships and Support in 2022

November 29, 2022

Highlighted articles

Publications

Letter from the CIO for November: "Mid-terms, Thanksgiving and Black-Friday!"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

November 14, 2022

Publications

Observation Deck Q4 2022

Our latest Observation Deck for the last quarter of 2022 is now available.

October 31, 2022

Publications

Letter from the CIO October 2022: "Volatile times to come"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

October 20, 2022

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

Publications

Letter from the CIO for November: "Mid-terms, Thanksgiving and Black-Friday!"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

November 14, 2022

Publications

Observation Deck Q4 2022

Our latest Observation Deck for the last quarter of 2022 is now available.

October 31, 2022

Publications

Letter from the CIO October 2022: "Volatile times to come"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

October 20, 2022

Publications

CIO Analysis October 2022 - Volatile times to come

Message from the CIO, Jean-Christophe Rochat, CIIA, for October 2022

October 14, 2022

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

Publications

Letter from the CIO September 2022: "Another turn of the screw"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

September 21, 2022

Publications

Letter from the CIO August 2022: "Is bad news good news again?"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

August 15, 2022

Publications

Video Series: Banque Heritage Fund Services

Our Fund Services Team introduces our range of services in five short videos.

July 28, 2022

Publications

Letter from the CIO for November: "Mid-terms, Thanksgiving and Black-Friday!"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

November 14, 2022

Publications

Observation Deck Q4 2022

Our latest Observation Deck for the last quarter of 2022 is now available.

October 31, 2022

Publications

Letter from the CIO October 2022: "Volatile times to come"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

October 20, 2022

Publications

CIO Analysis October 2022 - Volatile times to come

Message from the CIO, Jean-Christophe Rochat, CIIA, for October 2022

October 14, 2022

Publications

Letter from the CIO September 2022: "Another turn of the screw"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

September 21, 2022

Publications

Letter from the CIO August 2022: "Is bad news good news again?"

The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).

August 15, 2022

Publications

Video Series: Banque Heritage Fund Services

Our Fund Services Team introduces our range of services in five short videos.

July 28, 2022

Publications

Letter from the CIO - July 2022: "Call to action for central banks"

You can find the latest publication from our CIO, Jean-Christophe Rochat, CIIA, through the link below:

July 19, 2022

Publications

Message from the CIO - July 2022

In our latest video, Jean-Christophe Rochat, CIO of Banque Heritage, gives insights into our analysis regarding the current global economic situation.

July 14, 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

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

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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