Press releases

Banque Heritage appoints Jérémy Dutoit as Head of Advisory & Investment Solutions

This 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.

Geneva, 10 December 2025 – Banque Heritage is pleased to announce the appointment of Jérémy Dutoit as Head of Advisory & Investment Solutions. This 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.

With more than fifteen years of experience in asset management and private banking, Jérémy Dutoit has held key positions at leading financial institutions. He gained recognised expertise in investment strategy and multi-asset solutions at Indosuez Wealth Management before joining Banque Eric Sturdza, where he led the development of solutions dedicated to private clients.

Jean-Christophe Rochat, CIO of Banque Heritage, said: “Jérémy's experience in asset allocation and personalised advice will strengthen our ability to offer innovative and effective recommendations in a demanding market environment, while meeting the expectations of an increasingly sophisticated clientele.”
Jérémy Dutoit added: “I am honoured to join Banque Heritage at a time when the industry is reinventing itself. I look forward to actively contributing to the development of a modern, agile advisory offering that is perfectly aligned with the evolving needs of our clients.”

Jérémy Dutoit holds a bachelor's degree in Finance & Banking from the University of Savoie and is SAQ CWMA certified.

Download the press release here

December 10, 2025

Press releases

Banque Heritage announces two new board appointments

Banque 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 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.

March 31, 2026

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