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

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

Press

The shadow of SCOTUS

Beyond the publicity stunts, it is now before the Supreme Court that a key part of the US economic strategy is being played out.

November 28, 2025

Press

US Debt: Understanding the Economic Levers

Our Chief Investment Officer, Jean-Christophe Rochat, examines for Allnews the strategies the United States employs to manage its historic debt and their impact on global markets.

October 01, 2025