Press

Strategic Reallocation: When Gold and Bitcoin Redefine Portfolios

Gold and Bitcoin are emerging as strategic safe havens amid geopolitical and monetary instability, reshaping investment portfolios.

In a world grappling with persistent inflation, geopolitical tensions, and growing distrust in the monetary system, gold and Bitcoin are gaining prominence as essential safe-haven assets. According to an article by Allnews, authored by Jean-Christophe Rochat, CIO of Banque Heritage, these once-opposing assets are now converging in a shared pursuit of financial security and sovereignty. Central banks are stockpiling gold, while Bitcoin is gaining legitimacy, particularly in the United States, where it is being considered a strategic asset. This reallocation reflects a profound shift in investment strategies, where tangible and decentralized assets are redefining the concept of a safe haven.

Read the full article (in French): Allnews

June 11, 2025

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