Press releases

Cédric Priouzeau joins Banque Heritage

Geneva, 17 September 2024

Banque Heritage is pleased to announce the appointment of Cédric Priouzeau as Head of Fund Selection and Senior Cross Asset Advisor, based in Geneva.

Cédric Priouzeau brings over 20 years of experience, having worked in fund selection, advisory, and distribution from leading international banks, including BNP Paribas Private Bank, HSBC Private Bank, Global Asset Management, and most recently Deutsche Bank Wealth Management.

Cédric Priouzeau will focus on selecting high value-added fund managers, improving the quality of recommendations and follow-up, and implementing a personalised approach to cross-asset investment advice to continue to meet the needs of an increasingly sophisticated client base.

"We are delighted to welcome Cédric to the team. His deep expertise in fund selection and advisory will a be a key asset as we continue to strengthen our investment platform. His appointment is perfectly in line with our growth strategy and our objective to continue to deliver superior investment solutions to our clients”, commented Jean-Christophe Rochat, CIO of Banque Heritage.

Cedric Priouzeau holds a Masters in Corporate Finance from Toulouse Business School and a specialised Masters in Finance from ESCP Europe. He is an EFFAS certified ESG analyst.

Announcement in Citywire: Banque Heritage appoints new head of fund selection (citywire.com)

ABOUT BANQUE HERITAGE

Banque Heritage is a Swiss private bank based in Geneva with offices in Basel, Sion, and Zurich, and a wholly owned banking subsidiary in Montevideo, Uruguay. The bank's origins date back to commodity trading activities, in which the shareholders' family businesses are among the world market leaders. The bank offers a full range of services, from classic private banking and asset management for its founding families, entrepreneurial and individual clients, external asset managers, as well as solutions for external asset managers, family offices, and fund representatives.

September 17, 2024

Press releases

Press Release on Mid-Year Results 2024

BANQUE HERITAGE CONTINUES ITS GROWTH WITH SOLID HALF-YEAR RESULTS

July 19, 2024

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Press Release on Annual Results 2023

BANQUE HERITAGE ANNOUNCES HISTORIC RESULTS AND CONTINUES ITS GROWTH

April 29, 2024

Press releases

Banque Heritage Facilitates Refinancing of CHF 7M Chalet in Crans Montana for Client of Arc & Co.

Specialist real estate advisory firm Arc & Co. has arranged a new CHF 7 million loan from Banque Heritage to refinance a chalet in Crans-Montana, Switzerland. The loan was arranged on behalf of a HNWI via his Swiss holding company.

October 25, 2023

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