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

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

Press

The Cornerstone of Foreign collective investment placements

Antoine Royer, Head of Fund Representation & Paying Agent Service, talks about the Swiss fund representation business he has been developing at Banque Heritage since 2022.

April 17, 2024

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