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INVESTMENT PERFORMANCE
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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).
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Highlighted articles
Press
Rayan Achkar Featured in Finanz und Wirtschaft’s "Fünf Juniorbanker im Gespräch"Discover Rayan Achkar's insights into private banking in the special "Fünf Juniorbanker im Gespräch" section of Finanz und Wirtschaft, where five young bankers share their personal journeys.
April 16, 2025
Press
Marija Sarenac Featured in Finanz und Wirtschaft’s: Mündige Entscheidungen treffen (Empowered Choices)In her article for Finanz und Wirtschaft, Marija Sarenac, Director Private Banking, explores how women are reshaping finance—challenging norms and driving a more inclusive, impactful investment landscape.
April 14, 2025
Press releases
Press Release on Mid-Year Results 2024BANQUE HERITAGE CONTINUES ITS GROWTH WITH SOLID HALF-YEAR RESULTS
July 19, 2024
Publicly Available
Press
Luxury Market: Secular Shift or Temporary Transition?The luxury sector is slowing down, facing both cyclical headwinds and structural shifts. Despite uncertainty, long-term opportunities remain on the horizon.
April 22, 2025
Press
Rayan Achkar Featured in Finanz und Wirtschaft’s "Fünf Juniorbanker im Gespräch"Discover Rayan Achkar's insights into private banking in the special "Fünf Juniorbanker im Gespräch" section of Finanz und Wirtschaft, where five young bankers share their personal journeys.
April 16, 2025
Press
Marija Sarenac Featured in Finanz und Wirtschaft’s: Mündige Entscheidungen treffen (Empowered Choices)In her article for Finanz und Wirtschaft, Marija Sarenac, Director Private Banking, explores how women are reshaping finance—challenging norms and driving a more inclusive, impactful investment landscape.
April 14, 2025
Press releases
BANQUE HERITAGE CONFIRMS ITS GROWTH STRATEGY WITH SOLID RESULTSThe Group increased its assets under management by 19%, further consolidating its positive trajectory.
April 10, 2025
Publications
Letter from the CIO - April 2025The first quarter of 2025 unfolded in an environment of high volatility, marked by notable divergences between asset classes and geographic regions.
April 09, 2025
Press
Beyond the Banker, Marcos EsteveA fascinating look into the journey of our CEO, Marcos Esteve
April 01, 2025
Publications
The Gulf, a new El Dorado for investors?For several decades, the Gulf countries have been redefining their role on the global economic stage.
March 28, 2025
Press
Health in the Digital Age: Between Innovation and EfficiencyThe Digital Health sector is booming. After a challenging period following Covid-19, some companies in the industry seem to be experiencing renewed interest and returning to growth.
March 20, 2025
Publications
Letter from The CIO - March 2025Rising uncertainty is shaking global markets. While US equities falter, Europe is showing strength.
March 14, 2025
Publications
Letter from the CIO - April 2025The first quarter of 2025 unfolded in an environment of high volatility, marked by notable divergences between asset classes and geographic regions.
April 09, 2025
Publications
The Gulf, a new El Dorado for investors?For several decades, the Gulf countries have been redefining their role on the global economic stage.
March 28, 2025
Publications
Letter from The CIO - March 2025Rising uncertainty is shaking global markets. While US equities falter, Europe is showing strength.
March 14, 2025
Publications
Third Pillar: Between Tax Opportunities and Uncertainty Over TaxationFrom 1st January 2025, a major reform of the third pillar has come into effect, introducing the possibility of making retroactive buy-ins.
March 06, 2025
Publications
Europe at a CrossroadsIn his latest article published in Allnews, Jean-Christophe Rochat analyses the key dynamics at play and the challenges ahead
February 19, 2025
Publications
The tokenization of financial assets: a revolution in the making?In her latest article for Allnews, Stéphanie Rheinboldt, Senior Equity Advisor, explores the opportunities and prospects offered by the tokenisation of financial assets.
February 13, 2025
Publications
Letter from The CIO - February 2025Despite uncertainties, the US economy remains solid, with growth of 2.8% in 2024.
February 12, 2025
Publications
H1 2025 Market Outlook2025 brings economic uncertainty. With resilient US growth, European challenges, and emerging market opportunities, our CIO shares key insights for H1. Explore strategies to navigate turbulence and position your portfolio for success.
January 17, 2025
Publications
2024: From Crisis to NormalisationAs we reflect on 2024—a year marked by economic normalisation and market resilience—what can we expect for 2025? In this video, our CIO, Jean-Christophe Rochat, shares his analysis on the evolving global landscape and the challenges ahead.
December 19, 2024
Press
Luxury Market: Secular Shift or Temporary Transition?The luxury sector is slowing down, facing both cyclical headwinds and structural shifts. Despite uncertainty, long-term opportunities remain on the horizon.
April 22, 2025
Press
Rayan Achkar Featured in Finanz und Wirtschaft’s "Fünf Juniorbanker im Gespräch"Discover Rayan Achkar's insights into private banking in the special "Fünf Juniorbanker im Gespräch" section of Finanz und Wirtschaft, where five young bankers share their personal journeys.
April 16, 2025
Press
Marija Sarenac Featured in Finanz und Wirtschaft’s: Mündige Entscheidungen treffen (Empowered Choices)In her article for Finanz und Wirtschaft, Marija Sarenac, Director Private Banking, explores how women are reshaping finance—challenging norms and driving a more inclusive, impactful investment landscape.
April 14, 2025
Press
Beyond the Banker, Marcos EsteveA fascinating look into the journey of our CEO, Marcos Esteve
April 01, 2025
Press
Health in the Digital Age: Between Innovation and EfficiencyThe Digital Health sector is booming. After a challenging period following Covid-19, some companies in the industry seem to be experiencing renewed interest and returning to growth.
March 20, 2025
Press
Europe’s Stock Markets in a Global Comparison: Which Sectors Offer the Best Returns?Jean-Christophe Rochat, our CIO, shares his expertise on Europe's competitiveness with the United States and China in the latest issue of Payoff Magazine.
February 06, 2025
Press
Banque Heritage’s evolving fund selection strategyAs Head of Fund Selection and Senior Cross Asset Advisor, Cédric is leading a dynamic reduction of third-party funds, aiming for efficiency while enhancing core and satellite portfolios.
January 08, 2025
Press
Electric cars: a lack of enthusiasmArticle 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 fundsRead the full article by Onur von Burg, Head of Discretionary Management at Banque Heritage, published in Finanz und Wirtschaft.
September 09, 2024
Press releases
BANQUE HERITAGE CONFIRMS ITS GROWTH STRATEGY WITH SOLID RESULTSThe Group increased its assets under management by 19%, further consolidating its positive trajectory.
April 10, 2025
Press releases
Banque Heritage further expands its Private Banking teamsBanque 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
Press Release on Mid-Year Results 2024BANQUE HERITAGE CONTINUES ITS GROWTH WITH SOLID HALF-YEAR RESULTS
July 19, 2024
Press releases
Press Release on Annual Results 2023BANQUE 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 BaselBanque 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 2023Banque 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 2022Banque Heritage Overcomes Turbulent Market Conditions, Demonstrates Resilience and Growth
April 06, 2023
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 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 - Philippe CramerBanque Heritage is delighted to host a temporary exhibition by artist Philippe Cramer at its Geneva offices.
September 20, 2024
Events
Showcase Event - Uncovered HarmonyBanque 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 SculpturesBanque 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 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
Corporate and Social Responsibility
Donations, Scholarships and Support in 2022Banque 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