Press releases
AGNÈS KRAFFT JOINS BANQUE HERITAGE AS HEAD OF INVESTMENT SOLUTIONS
Banque Heritage is pleased to announce the appointment of Agnès Krafft as Head of Investment Solutions.
Geneva, 20 October 2026 – Banque Heritage is pleased to announce the appointment of Agnès Krafft as Head of Investment Solutions. As the Bank continues to grow and develop, her arrival strengthens its investment expertise in support of increasingly personalised advice.
With over sixteen years of experience in asset management, Agnès Krafft held positions at Edmond de Rothschild Asset Management in Geneva, where she worked as an analyst and portfolio manager, specialising in hedge funds and emerging markets. From 2021 to 2024, she also chaired the Edmond de Rothschild Group’s pension fund investment committee.
In her new role, she oversees research and management across the Bank’s investment activities, including the selection of funds, equities and bonds, with the aim of delivering practical, tailored investment solutions aligned with its investment strategy.
“Agnès brings extensive experience as a cross-asset analyst and portfolio manager. Her expertise helps us better structure, select and implement investment solutions that reflect the Bank’s convictions. She joins our team of investment specialists, where her skills are a valuable asset in further developing our offering,” says Jean-Christophe Rochat, Chief Investment Officer of Banque Heritage.
Agnès Krafft adds: “I am honoured to join Banque Heritage at a time of transformation in our industry. I look forward to contributing my experience to the continued development of the Bank and serving its clients.”
Agnès Krafft holds a Bachelor’s and a Master’s degree in Finance, Marketing & Management from HEC Geneva, complemented by the CIWM (Certified International Wealth Manager) qualification. She is also a member of the SFAA (Swiss Financial Analysts Association).
ABOUT BANQUE HERITAGE
Banque Heritage is a Swiss private banking group based in Geneva, with offices in Basel, Sion and Zurich, and a fully owned subsidiary in Montevideo, Uruguay. The origins of the Bank go back to the commodities trading activities, where the founding family businesses rank among the global market leaders. The Bank provides a comprehensive range of services, from traditional Private Banking and Wealth Management for its founding families, and entrepreneurial and individual clients, to solutions for External Asset Managers, Family Offices, and Fund Representatives.
October 19, 2026
Press releases
Press releases
BANQUE HERITAGE STRENGTHENS ITS FUND REPRESENTATION BUSINESS IN ZURICHBanque Heritage announces the appointment of Dana Charles as Fund Representation Services Officer.
September 02, 2026
Press releases
Banque Heritage announces two new board appointmentsBanque Heritage is pleased to announce the appointment of Donald Waterreus as a Member of the Board of Directors and Chairman of the Investment Strategy Committee, as well as the appointment of Ramon Esteve as Vice-Chairman of the Board of Directors.
May 21, 2026
Press releases
BANQUE HERITAGE ANNOUNCES A STRATEGIC PARTNERSHIP WITH WIZE TO STRENGTHEN ITS TECHNOLOGY PLATFORMBanque Heritage has entered into a partnership with WIZE, a technology platform specialising in portfolio management systems and reporting, to further enhance its offering for private and institutional clients.
March 31, 2026