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

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