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.
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
PressAsset Management Association - Person of the Month, Jean-Christophe Rochat
Jean-Christophe Rochat, CIO and Head of Asset Management at Banque Heritage, shares his insights in this interview with Asset Management Association:
October 10, 2023
PressFinews interview with Marcos Esteve on Private Banking and Family Business
Read the latest interview by Finews with Marcos Esteve, CEO of Banque Heritage, here:
August 21, 2023
PressInterview with our CEO, Marcos Esteve, in High Class Magazine
The High Class Magazine published their interview with Marcos Esteve titled "From One-Stop-Shop to First Bank to Talk to" in their spring edition.
May 24, 2023