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Highlighted articles
Press
FINMA regulation as an opportunityTranslation of the latest article on Allnews by Eugen Koch, Head of the EAM Team in Zurich:
March 24, 2023
Press
China: The Great TransformationTranslation of latest article by Banque Heritage's CIO, Jean-Christophe Rochat, looking closer at the ongoing transformation of China's economy.
March 16, 2023
Publications
Letter from the CIO: "A bit of disillusion" - March 2023The latest publication from our CIO titled "A bit of disillusion" is now available in English, French and German (toggle language at top right menu dropdown).
March 03, 2023
Publicly Available
Press
FINMA regulation as an opportunityTranslation of the latest article on Allnews by Eugen Koch, Head of the EAM Team in Zurich:
March 24, 2023
Press
China: The Great TransformationTranslation of latest article by Banque Heritage's CIO, Jean-Christophe Rochat, looking closer at the ongoing transformation of China's economy.
March 16, 2023
Publications
Letter from the CIO: "A bit of disillusion" - March 2023The latest publication from our CIO titled "A bit of disillusion" is now available in English, French and German (toggle language at top right menu dropdown).
March 03, 2023
Press
Head of Private Banking, Michael Welti, on Finews TVMichael Welti, Head of Private Banking at Banque Heritage, in an interview Finews TV on the topics of overcoming the latest crisis on the markets, the outlook for 2023 and the consolidation of the Swiss Financial Market.
February 17, 2023
Publications
Observation Deck Q1 2023The latest edition of our Asset Management team's research publication "Observation Deck" is now available.
February 16, 2023
Publications
Letter from the CIO: "Recovery ahead?" - January 2023The latest publication from our CIO titled "Recovery ahead?" is now available in English, French and German (toggle language at top right menu dropdown).
January 13, 2023
Publications
Letter from the CIO December 2022 - The end of "free money"The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).
December 23, 2022
Publications
CIO Outlook 2023Banque Heritage's CIO, Jean-Christophe, CIIA, takes a look back at 2022 and gives an outlook to 2023.
December 19, 2022
Testimonial
InnovatiON - Pierre-André MontjovetPierre-André Montjovet, Head of our M&A and Strategic Advisory Team, speaks about how innovation combined with tradition have been the essence of our almost 200 year entrepreneurial journey and how they are part of our heritage.
December 15, 2022
Publications
Letter from the CIO: "A bit of disillusion" - March 2023The latest publication from our CIO titled "A bit of disillusion" is now available in English, French and German (toggle language at top right menu dropdown).
March 03, 2023
Publications
Observation Deck Q1 2023The latest edition of our Asset Management team's research publication "Observation Deck" is now available.
February 16, 2023
Publications
Letter from the CIO: "Recovery ahead?" - January 2023The latest publication from our CIO titled "Recovery ahead?" is now available in English, French and German (toggle language at top right menu dropdown).
January 13, 2023
Publications
Letter from the CIO December 2022 - The end of "free money"The latest publication from our CIO is now available in English, French and German (toggle language at top right menu dropdown).
December 23, 2022
Publications
CIO Outlook 2023Banque Heritage's CIO, Jean-Christophe, CIIA, takes a look back at 2022 and gives an outlook to 2023.
December 19, 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 2022Our 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 comeMessage from the CIO, Jean-Christophe Rochat, CIIA, for October 2022
October 14, 2022
Press
FINMA regulation as an opportunityTranslation of the latest article on Allnews by Eugen Koch, Head of the EAM Team in Zurich:
March 24, 2023
Press
China: The Great TransformationTranslation 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
Head of Private Banking, Michael Welti, on Finews TVMichael Welti, Head of Private Banking at Banque Heritage, in an interview Finews TV on the topics of overcoming the latest crisis on the markets, the outlook for 2023 and the consolidation of the Swiss Financial Market.
February 17, 2023
Press
Citywire Selector Article with Jean-Christophe RochatBanque 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 40Congratulations Mikaël!
December 09, 2020
Press
Jean-Christophe Rochat, CIIA, our Chief Investment Officer, gives his views on the ILS market.allnews
December 13, 2019
Press releases
Banque Heritage completes its service offering for fundsBanque 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 DEGBanque 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 ComplyBanque 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 MarketsThe Geneva-based bank's latest investment in the Swiss company LAGOSTA.
October 04, 2021
Press releases
Press Release - Michael Welti is joining Banque HeritageToday, 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 FutureWith 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 resultsAfter 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 TrocafoneSallfort 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
InnovatiON - Pierre-André MontjovetPierre-André Montjovet, Head of our M&A and Strategic Advisory Team, speaks about how innovation combined with tradition have been the essence of our almost 200 year entrepreneurial journey and how they are part of our heritage.
December 15, 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 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 - 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
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