Press

Portfolio manager industry: 360° market view

Interview with Marcos Esteve

From a family office to a banking institution, we epitomize a unique blend of familial spirit and a banking license. In this exclusive interview, explore our strategic pillars, with a focus on agile asset and portfolio management. Gain insights into our CEO's perspectives on collaboration opportunities and support for smaller managers. Discover our competitive advantages. Join us as we navigate industry trends with technology and innovation, ensuring our services meet evolving client needs.

Interview Marcos Esteve - December 2023

To gain a comprehensive understanding of the topic, we recommend referring to the full report available on the PwC website: Swiss portfolio manager industry trends | PwC Switzerland.






December 14, 2023

Press

Banque Heritage’s evolving fund selection strategy

As Head of Fund Selection and Senior Cross Asset Advisor, Cédric is leading a dynamic reduction of third-party funds, aiming for efficiency while enhancing core and satellite portfolios.

January 08, 2025

Press

Electric cars: a lack of enthusiasm

Article published in Allnews on 10 September 2024

September 11, 2024

Press

Active vs passive: the eternal comparison of two approaches and its implications in pension funds

Read the full article by Onur von Burg, Head of Discretionary Management at Banque Heritage, published in Finanz und Wirtschaft.

September 09, 2024

In order to ensure the usability of the website and to recognise your needs and preferences, we use cookies. Please press, "Accept" to agree to the use of cookies or press on the following link: Cookies policy to let us know your preferences regarding the use of cookies on our webpage.

accept