Press releases

BANQUE HERITAGE STRENGTHENS ITS FUND REPRESENTATION BUSINESS IN ZURICH

Banque Heritage announces the appointment of Dana Charles as Fund Representation Services Officer.

Geneva, September 2, 2026 – Banque Heritage announces the appointment of Dana Charles as Fund Representation Services Officer. This appointment supports the development of the Fund Representation Services department, established in 2021, and consolidates the Bank’s offering in fund representation and fund registration in Switzerland.

Dana Charles brings more than 20 years of experience in the banking and asset management sectors, along with extensive expertise in fund-related operations. Prior to joining Banque Heritage, Dana served as Fund Officer at Société Générale, after having held various positions at Schroder & Co Bank AG, State Street Bank GmbH and ABN AMRO Bank (Switzerland).

Based in Zurich, Dana Charles will support foreign fund managers, particularly those offering UCITS funds, with their representation in Switzerland and regulatory requirements, including FINMA registration and compliance matters.

“Dana’s arrival further strengthens our team and our presence in Zurich. She reinforces our footprint in German-speaking Switzerland and the DACH region, providing our clients in German-speaking markets with a local point of contact and dedicated expertise. Her experience is a valuable asset in helping our clients navigate an increasingly demanding regulatory environment,” says Antoine Royer, Head of Fund Representation Services.

Dana Charles holds a Swiss Fund Officer FA/IAF diploma and a FIDLEG/FINIG Compact FA certification.

September 02, 2026

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