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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
Publications
Video Series: Banque Heritage Fund ServicesOur 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 2022In our latest video, Jean-Christophe Rochat, CIO of Banque Heritage, gives insights into our analysis regarding the current global economic situation.
July 14, 2022
Publicly Available
Publications
Video Series: Banque Heritage Fund ServicesOur 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 2022In our latest video, Jean-Christophe Rochat, CIO of Banque Heritage, gives insights into our analysis regarding the current global economic situation.
July 14, 2022
Publications
Letter from the CIO - June 2022You can find the latest publication of our Letter from the CIO through the following link:
June 16, 2022
Publications
Letter from the CIO - May 2022You can find the latest publication of our Letter from the CIO through the link in news post:
May 19, 2022
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
Publications
Observation Deck Q2 2022Read the newest edition of our Observation Deck here:
May 02, 2022
Publications
Letter from the CIO - April 2022You can find the latest publication of our Letter from the CIO through the link in news post:
April 14, 2022
Publications
Message from the CIO - March 2022Banque Heritage's CIO, Jean-Christophe Rochat, takes a look back at the last couple of weeks in this CIO Analysis.
March 31, 2022
Publications
Video Series: Banque Heritage Fund ServicesOur 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 2022In our latest video, Jean-Christophe Rochat, CIO of Banque Heritage, gives insights into our analysis regarding the current global economic situation.
July 14, 2022
Publications
Letter from the CIO - June 2022You can find the latest publication of our Letter from the CIO through the following link:
June 16, 2022
Publications
Letter from the CIO - May 2022You can find the latest publication of our Letter from the CIO through the link in news post:
May 19, 2022
Publications
Observation Deck Q2 2022Read the newest edition of our Observation Deck here:
May 02, 2022
Publications
Letter from the CIO - April 2022You can find the latest publication of our Letter from the CIO through the link in news post:
April 14, 2022
Publications
Message from the CIO - March 2022Banque Heritage's CIO, Jean-Christophe Rochat, takes a look back at the last couple of weeks in this CIO Analysis.
March 31, 2022
Publications
Letter from the CIO - "The sound of cannons"The March edition of our Letter from the CIO titled "The sound of cannons" is also available in French and German.
March 17, 2022
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
ESG can’t just be a de facto language, says Swiss selectorCitywire Selector
December 05, 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
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
DiscretiON - Susanne Kitscha-Lambillon (EN)Susanne Kitscha-Lambillon talks about one of Switzerland's greatest strengths when it comes to winning the trust of clients: the deeply rooted understanding of discretion and professionalism.
November 24, 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 - 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
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