News and Publications

Highlighted articles

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

Publications

Observation Deck Q2 2023

The latest edition of our Asset Management team's research publication "Observation Deck" is now available.

May 17, 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

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

Publications

Observation Deck Q2 2023

The latest edition of our Asset Management team's research publication "Observation Deck" is now available.

May 17, 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

Publications

Letter from the CIO: "Does May mean "stay" this time?" - May 2023

The May edition of our Letter from the CIO, titled "Does May mean stay this time?", is now available in English, French and German (toggle language at top right menu dropdown).

May 03, 2023

Publications

Letter from the CIO: "A viability event" - April 2023

The April edition of our Letter from the CIO, titled "A viability event", is now available in English, French and German (toggle language at top right menu dropdown).

April 19, 2023

Press

press coverage on annual result by finews.ch

Find the article by following the link below:

April 06, 2023

Press releases

Press Release on Annual Results 2022

Banque Heritage Overcomes Turbulent Market Conditions, Demonstrates Resilience and Growth

April 06, 2023

Publications

CIO Outlook Q2 2023

Banque Heritage's CIO, Jean-Christophe, CIIA, shares his outlook for the second quarter of 2023.

April 05, 2023

Press

FINMA regulation as an opportunity

Translation of the latest article on Allnews by Eugen Koch, Head of the EAM Team in Zurich:

March 24, 2023

Publications

Observation Deck Q2 2023

The latest edition of our Asset Management team's research publication "Observation Deck" is now available.

May 17, 2023

Publications

Letter from the CIO: "Does May mean "stay" this time?" - May 2023

The May edition of our Letter from the CIO, titled "Does May mean stay this time?", is now available in English, French and German (toggle language at top right menu dropdown).

May 03, 2023

Publications

Letter from the CIO: "A viability event" - April 2023

The April edition of our Letter from the CIO, titled "A viability event", is now available in English, French and German (toggle language at top right menu dropdown).

April 19, 2023

Publications

CIO Outlook Q2 2023

Banque Heritage's CIO, Jean-Christophe, CIIA, shares his outlook for the second quarter of 2023.

April 05, 2023

Publications

Letter from the CIO: "A bit of disillusion" - March 2023

The 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 2023

The 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 2023

The 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 2023

Banque Heritage's CIO, Jean-Christophe, CIIA, takes a look back at 2022 and gives an outlook to 2023.

December 19, 2022

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

FINMA regulation as an opportunity

Translation of the latest article on Allnews by Eugen Koch, Head of the EAM Team in Zurich:

March 24, 2023

Press

China: The Great Transformation

Translation 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 TV

Michael 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 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 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

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

Testimonial

InnovatiON - Pierre-André Montjovet

Pierre-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 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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