News and Publications

Publications

Letter from the CIO - December 2024

December 04, 2024

Publications

Letter from the CIO - November 2024

November 15, 2024

Highlighted articles

Press releases

Press Release on Mid-Year Results 2024

BANQUE HERITAGE CONTINUES ITS GROWTH WITH SOLID HALF-YEAR RESULTS

July 19, 2024

Publications

CIO Outlook H2 2024

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

July 17, 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

Press releases

Banque Heritage further expands its Private Banking teams

Banque Heritage strengthens its teams with the arrival of three new Client Relationship Managers in Geneva and Zurich. These strategic recruitments aimed at supporting the growth and development of the Private Banking business.

December 05, 2024

Publications

Letter from the CIO - December 2024

2024: A year of Transition Between Turbulence and Stabilisation

December 04, 2024

Publications

Letter from the CIO - November 2024

October Under Pressure: Political Uncertainties and Market Tension

November 15, 2024

Publications

2024 LPP Reform Rejected, Now What?

On 22 September, Swiss voters rejected a proposed reform to the Law on Occupational Pensions (LPP), dealing a significant blow to efforts aimed at stabilizing Switzerland’s pension system.

November 07, 2024

Publications

What is a Representative of Foreign funds in Switzerland?

According to the Swiss Collective Investment Scheme Act (CISA) : “The Fund Representative represents the foreign collective investment scheme with regard to investors and FINMA.” (art. 124 CISA).

October 23, 2024

Publications

Investing: Onur von Burg discusses the ETF revolution

Onur von Burg, Head of Discretionary Management at Banque Heritage, explores the changing dynamics of passive investments and the rise of Exchange Traded Funds (ETFs).

October 22, 2024

Publications

Switzerland, an attractive market for fund distribution?

Switzerland offers attractive opportunities in its local market, thanks to the incredible concentration of wealth in the hands of Swiss HNWIs and family offices.

October 17, 2024

Publications

Letter from the CIO

Thanks to the Fed and China!

October 10, 2024

Publications

Beware of the monetary regime change in Japan

Japan is emerging from three decades of stagnation and facing a monetary shift. Jean-Christophe Rochat analyzes the impact of the Bank of Japan's rate hikes and the risks weighing on financial markets and investors.

October 09, 2024

Publications

Letter from the CIO - December 2024

2024: A year of Transition Between Turbulence and Stabilisation

December 04, 2024

Publications

Letter from the CIO - November 2024

October Under Pressure: Political Uncertainties and Market Tension

November 15, 2024

Publications

2024 LPP Reform Rejected, Now What?

On 22 September, Swiss voters rejected a proposed reform to the Law on Occupational Pensions (LPP), dealing a significant blow to efforts aimed at stabilizing Switzerland’s pension system.

November 07, 2024

Publications

What is a Representative of Foreign funds in Switzerland?

According to the Swiss Collective Investment Scheme Act (CISA) : “The Fund Representative represents the foreign collective investment scheme with regard to investors and FINMA.” (art. 124 CISA).

October 23, 2024

Publications

Investing: Onur von Burg discusses the ETF revolution

Onur von Burg, Head of Discretionary Management at Banque Heritage, explores the changing dynamics of passive investments and the rise of Exchange Traded Funds (ETFs).

October 22, 2024

Publications

Switzerland, an attractive market for fund distribution?

Switzerland offers attractive opportunities in its local market, thanks to the incredible concentration of wealth in the hands of Swiss HNWIs and family offices.

October 17, 2024

Publications

Letter from the CIO

Thanks to the Fed and China!

October 10, 2024

Publications

Beware of the monetary regime change in Japan

Japan is emerging from three decades of stagnation and facing a monetary shift. Jean-Christophe Rochat analyzes the impact of the Bank of Japan's rate hikes and the risks weighing on financial markets and investors.

October 09, 2024

Publications

The anti-obesity drug revolution: a booming market

Article published in allnews on October 4, 2024

October 04, 2024

Press

Electric cars: a lack of enthusiasm

Article published in Allnews on 10 September 2024

September 11, 2024

Press

Active vs passive: the eternal comparison of two approaches and its implications in pension funds

Read the full article by Onur von Burg, Head of Discretionary Management at Banque Heritage, published in Finanz und Wirtschaft.

September 09, 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

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 releases

Banque Heritage further expands its Private Banking teams

Banque Heritage strengthens its teams with the arrival of three new Client Relationship Managers in Geneva and Zurich. These strategic recruitments aimed at supporting the growth and development of the Private Banking business.

December 05, 2024

Press releases

Cédric Priouzeau joins Banque Heritage

Geneva, 17 September 2024

September 17, 2024

Press releases

Press Release on Mid-Year Results 2024

BANQUE HERITAGE CONTINUES ITS GROWTH WITH SOLID HALF-YEAR RESULTS

July 19, 2024

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

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 - Philippe Cramer

Banque Heritage is delighted to host a temporary exhibition by artist Philippe Cramer at its Geneva offices.

September 20, 2024

Events

Showcase Event - Uncovered Harmony

Banque Heritage had the honor to host a showcase event showing some of Laurent de Pury and Jean-Louis Perrot's magnificent sculptures. The artists were introduced to the bank by the Galerie Rosa Turetsky.

October 12, 2023

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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