Press

Investing Locally: Reality or Illusion?

Investing locally through the SMI creates a false sense of security and significantly limits true portfolio diversification.

In this article published in L’Agefi, Onur Von Burg, Head of Discretionary Portfolio Management at Banque Heritage, analyzes the home bias commonly seen among Swiss investors. While it may seem reassuring, this bias actually exposes portfolios to global risks due to the SMI’s strong sector concentration. A concise analysis that challenges the notion of “Swiss Made” in Swiss equity portfolios and highlights the need for international diversification, especially in uncertain times.

📄 Download the full article as a PDF (article in French)

May 16, 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