Publications

BANQUE HERITAGE POSTS SOLID HALF-YEAR RESULTS IN ITS 40TH ANNIVERSARY YEAR

Geneva, 29 July 2026 – Banque Heritage announces strong half-year results, confirming the Bank's sustained growth trajectory.

In the first half of 2026, consolidated net operating income reached CHF 43.8 million, an increase of 9.1% compared with the same period last year. Operating expenses amounted to CHF 33 million (+8.8%), reflecting strategic investments to strengthen the Bank's teams, enhance its technology platform and further expand its Family Office Services offering.

Net profit rose to CHF 8.8 million, up 16.4% year-on-year, while net new money reached CHF 265 million, bringing assets under management to CHF 6.2 billion as of 30 June 2026 (+7.5%).

“We are celebrating our 40th anniversary this year, and these results confirm the relevance of our entrepreneurial, independent and family-owned business model. In an increasingly complex geopolitical and economic environment, our clients are looking above all for a global perspective, independent advice, and long-term support. The development of our Family Office services fully addresses this need and represents a major pillar of our growth strategy”, said Marcos Esteve, CEO of Banque Heritage.

Over the coming months, the Bank will continue to invest in its people, technology and wealth management solutions to further enhance the quality of its client support. Backed by these results and solid fundamentals, Banque Heritage enters the second half of 2026 with confidence.

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 banking subsidiary in Montevideo, Uruguay. The origins of the bank go back to 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.

Press contacts

BANQUE HERITAGE

Sylvia Demeyrier

+41 58 220 0312

S.demeyrier@heritage.ch

VOXIA

Thomas Blozovski

+41 22 591 22 81

Thomas.blozovski@voxia.ch

July 29, 2026

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