Client Letter from Marcos Esteve, CEO, regarding COVID-19

Client Letter from Marcos Esteve, CEO, regarding COVID-19

Geneva, 16 March 2020

Dear Sir, dear Madam,

I wanted to write to you personally to inform you of what Banque Heritage has put in place given the current COVID-19 pandemic.

With four offices in Switzerland and clients around the world, we have a robust business continuity plan which has been developed over the last year and which we have put in place last week. It is something which is fully adaptable to the developing state of the pandemic.

Our fundamental priority is to ensure that our day-to-day business continues, all the while providing a safe and healthy work environment for our employees and for our clients.

Across the organization, we have made sure that as many people as possible can work from home. Our IT system allows all employees to work from remote locations with access to our banking system as well as to all of the necessary analytical tools and sources of research (Bloomberg, Morningstar, etc.) as if they were physically in the office.

At the same, we have reduced the number of people present in our various locations to ensure the coordination of activities.

We are adhering to all cantonal and federal decrees as far as hygiene and personal conduct are concerned in order to diminish as quickly as possible the propagation of the virus. In this sense, all cross border business travel has been temporarily suspended, as well as travel between our four office locations in Switzerland. We are equipped with state of the art digital technology and video and telephone conferencing systems, and these are the methods which we are now using to conduct business meetings.

Our Executive Committee is closely monitoring the situation and keeps all employees informed of new developments on a regular basis.

Our core business is the management of your private wealth. Global financial markets are living a period of a confluence of unprecedented events and subsequent volatility. I assure you that we are doing all that is possible to ensure a seamless business continuity at this time of duress, to maintain the highest standards of client service, and to ensure the professional stewardship of the highest caliber of your private wealth.

In closing, I thank you for your trust and confidence and remain at your disposal should you have any concerns or questions.

Sincerely yours,

Marcos Esteve

Chief Executive Officer

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