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

Middle Eastern crisis: a headache for almost all central bankers

The comeback of imported inflation is reshuffling the monetary landscape: tensions are rising in Europe and Japan, whilst Switzerland and China are seeing an unexpected respite.

May 07, 2026

Press

We are a family bank, built by families, for families.

An exclusive interview with our CEO on building a bank shaped by families, for families — and what this vision means for the future of wealth management.

April 29, 2026

Press

Zurich: A strategic hub for Banque Heritage

Banque Heritage has made Zurich a key hub, combining entrepreneurial culture, independent advice, and long-term client relationships with agility and empowered decision-making.

February 02, 2026