Press releases
BANQUE HERITAGE ANNOUNCES A STRATEGIC PARTNERSHIP WITH WIZE TO STRENGTHEN ITS TECHNOLOGY PLATFORM
Banque 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.
BANQUE HERITAGE ANNOUNCES A STRATEGIC PARTNERSHIP WITH WIZE TO STRENGTHEN ITS TECHNOLOGY PLATFORM
Geneva, 31 March 2026 – Banque 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.
This solution will support both advisory mandates and discretionary portfolio management activities, covering assets held within the Bank as well as those deposited with third-party custodians (multi-custody).
The platform notably enables:
• More efficient multi-custody management through FIX (Financial Information eXchange) protocols, enabling direct communication with trading desks
• The automation of operational processes
• Fully customizable consolidated reporting
Its primary use will be within multi-custody discretionary mandates. The platform will also serve as a strategic lever for the development of the Bank’s Family Office services, providing multi-custodian consolidation, an aggregated view of assets, and bespoke reporting tailored to the expectations of an international, multi-generational and increasingly sophisticated client base.
“In an environment of growing wealth complexity, this integration strengthens our platform and represents a key driver for the development of our Family Office offering, enhancing asset consolidation, transparency and portfolio oversight,” said Jean-Christophe Rochat, Chief Investment Officer of Banque Heritage.
“We are delighted to support Banque Heritage with a platform designed to meet the highest standards of modern wealth management, combining flexibility, performance and ease of use. Our digital solution will help strengthen the Bank’s capabilities and enhance the service delivered to both its clients and its teams,” added Pierre Dupont, Managing Partner of WIZE.
This partnership confirms Banque Heritage’s commitment to accelerating its technological transformation and reinforcing its position as a leading player in wealth management, leveraging best-in-class solutions for the benefit of its clients. The Bank also intends to extend access to the platform for independent asset managers.
March 31, 2026
Press releases
Press releases
BANQUE HERITAGE REACHES CHF 5.8 BILLION IN ASSETS UNDER MANAGEMENT“Our growth reflects our ability to attract new assets and strengthen relationships, underscoring our business model”
March 24, 2026
Press releases
BANQUE HERITAGE SPONSORS THE SWISS AND EUROPEAN 6MJI CHAMPIONSHIPSGeneva, 10 March 2026 – Banque Heritage will serve as main co-sponsor of the Swiss and European 6mJI Championships, organised by the Société Nautique de Genève from 13 to 24 July on Lake Geneva.
March 10, 2026
Press releases
Banque Heritage appoints Jérémy Dutoit as Head of Advisory & Investment SolutionsThis appointment is part of the Bank's long-term strategy to strengthen its investment offering while providing its clients with increasingly relevant and personalised advice.
December 10, 2025