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

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

Press

The shadow of SCOTUS

Beyond the publicity stunts, it is now before the Supreme Court that a key part of the US economic strategy is being played out.

November 28, 2025

Press

US Debt: Understanding the Economic Levers

Our Chief Investment Officer, Jean-Christophe Rochat, examines for Allnews the strategies the United States employs to manage its historic debt and their impact on global markets.

October 01, 2025