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.

"The debate between passive and active investment strategies has been ongoing for a long time. The central question – even for pension funds – remains: can active management really outperform passive investment options, which simply replicate an index, over the long term? Is it worth taking the risk of trying to beat the market with active strategies, or should investors opt for passive investment and 'wait for the market'?"


Read the full article by Onur von Burg, Head of Discretionary Management at Banque Heritage, published in Finanz und Wirtschaft: The eternal comparison of two approaches and its implications in pension funds

September 09, 2024

Press

Middle Eastern crisis: a headache for almost all central bankers

The comeback of imported inflation is reshuffling the monetary landscape: tensions are rising in Europe and Japan, whilst Switzerland and China are seeing an unexpected respite.

May 07, 2026

Press

We are a family bank, built by families, for families.

An exclusive interview with our CEO on building a bank shaped by families, for families — and what this vision means for the future of wealth management.

April 29, 2026

Press

Zurich: A strategic hub for Banque Heritage

Banque Heritage has made Zurich a key hub, combining entrepreneurial culture, independent advice, and long-term client relationships with agility and empowered decision-making.

February 02, 2026