What we do
With Banque Heritage, you can invest your vested termination benefits according to your needs.
We will manage your pension capital in accordance with the regulations contained in Swiss pension law (Berufliche Vorsorge-Verordnung (BVV2)) within the framework of our special investment strategies. Your individual pension capital is invested in an independent portfolio and is not blended with others.
Our strengths lie in planning, structuring and managing your assets. We are convinced that success is not achieved by single, isolated measures, but through comprehensive advice and analysis of all elements of pension and asset management.
We are an experienced partner for pension funds, as an asset manager of homogeneous or mixed asset-class investments in accordance with BVV2 and for collective foundations on behalf of which we make investment decisions.