Press

Banque Heritage’s evolving fund selection strategy

As Head of Fund Selection and Senior Cross Asset Advisor, Cédric is leading a dynamic reduction of third-party funds, aiming for efficiency while enhancing core and satellite portfolios.

Discover how Banque Heritage is refining its fund selection approach to enhance performance and efficiency. In an exclusive Citywire interview, Cédric Priouzeau, Head of Fund Selection and Senior Cross Asset Advisor, shares key insights into the bank’s strategic focus on core investments, operational excellence, and a selective reduction of third-party funds.

Gain access to the full article and learn more about our investment philosophy and forward-looking strategies for 2025 and beyond.

Read the full article

January 08, 2025

Press

Electric cars: a lack of enthusiasm

Article published in Allnews on 10 September 2024

September 11, 2024

Press

Active vs passive: the eternal comparison of two approaches and its implications in pension funds

Read the full article by Onur von Burg, Head of Discretionary Management at Banque Heritage, published in Finanz und Wirtschaft.

September 09, 2024

Press

The Cornerstone of Foreign collective investment placements

Antoine Royer, Head of Fund Representation & Paying Agent Service, talks about the Swiss fund representation business he has been developing at Banque Heritage since 2022.

April 17, 2024

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