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

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