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”
Geneva, 24 March 2026 – Banque Heritage Group continues its growth and confirms the strength of its target operating model, driven by a significant increase in assets under management. They now stand at CHF 5.8 billion, up 19% compared to 2024.
This performance was driven by net new money inflows of CHF 920 million, demonstrating the Group's ability to attract new clients, both private clients and third-party managers, strengthen existing relationships and deliver solid investment performance.
Driven by this commercial momentum, the Group recorded consolidated net revenues of CHF 80.1 million (+4%). Operating expenses amounted to CHF 62.5 million (+7%), reflecting significant investments, particularly in IT and human capital, as well as the gradual roll-out of our Family Office services, designed to offer a comprehensive and integrated approach to wealth management. These structural investments are part of a long-term project aimed at strengthening our value proposition and supporting the Group's sustainable growth.
“This growth reflects our ability to attract new assets and develop our existing relationships, driven by strong commercial momentum and teams that are committed to working alongside our clients on a daily basis”, commented Marcos Esteve, CEO of Banque Heritage.
Against a backdrop of a particularly strong Swiss franc and falling interest rates, operating profit stood at CHF 16.6 million (-4%), reflecting investment efforts.
The Group's capital and liquidity ratios are well above regulatory requirements. The Group's earning capacity, combined with rigorous risk management, supports Moody's Investment Grade Ba1 rating.
Press contacts
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BANQUE HERITAGE Sylvia Demeyrier +41 58 220 0312 |
VOXIA Thomas Blozovski +41 22 591 22 81 thomas.blozovski@voxia.ch |
March 24, 2026
Press releases
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
Press releases
BANQUE HERITAGE SETS UP IN THE HEART OF ZURICHBanque Heritage relocated its Zurich office from Tiefenbrunnen to the city centre.
October 14, 2025