Press

Fund Representative, an Essential Cog in the Smooth Functioning of Markets

Antoine Royer shares insights on the strategic role of the fund representative in Switzerland’s evolving regulatory environment.

In an op-ed published on May 16 in L’Agefi, Antoine Royer, Head of Fund Representation & Paying Agent Services at Banque Heritage, provides a detailed perspective on the key role of the fund representative within the Swiss distribution framework. He discusses the impact of Swiss regulations, the evolving legal environment (LSFin and CISA), and how alternative strategies and AI are reshaping the profession. A valuable read for industry players seeking insight into this evolving function.

📄 Download the full article in PDF format (French only).

May 16, 2025

Press

Jewellery: Brilliant Investment or Passion-Driven Purchase?

Can jewellery be a strategic investment, or is it mainly an emotional decision?

June 12, 2025

Press

Strategic Reallocation: When Gold and Bitcoin Redefine Portfolios

Gold and Bitcoin are emerging as strategic safe havens amid geopolitical and monetary instability, reshaping investment portfolios.

June 11, 2025

Press

When Art Shapes the Soul of Swiss Banking

We’re honored to be featured in the latest issue of Prestige magazine, which focuses on the art collections of private banks.

June 06, 2025