Communiqués de Presse

Banque Heritage Facilitates Refinancing of CHF 7M Chalet in Crans Montana for Client of Arc & Co.

Specialist real estate advisory firm Arc & Co. has arranged a new CHF 7 million loan from Banque Heritage to refinance a chalet in Crans-Montana, Switzerland. The loan was arranged on behalf of a HNWI via his Swiss holding company.

Just over half of the facility has been used to repay an existing loan held against the asset and fund renovation works, with the balance providing capital for an investment portfolio to be held and managed by Banque Heritage.

The distinctive 465 m2 chalet occupies a highly prestigious site in Crans-Montana. Located in the French-speaking part of the canton Valais in the southwest of the country, Crans-Montana is one of the most prestigious skiing resorts in Switzerland, regularly featuring in the FIS Alpine Ski World Cup schedule.

Paul Davies, Regional Chairman – APAC at Arc & Co., said: “The international nature of this deal presented a complex set of circumstances, requiring a flexible approach to successfully secure the necessary funding. By working with a Swiss private bank such as Banque Heritage, we were able to take advantage of genuine local understanding to deliver a bespoke solution, with the newly created investment portfolio further deepening the relationship between the two parties. We look forward to working with Banque Heritage on future opportunities.”

Michael Welti, Head of Private Banking at Banque Heritage, added: “One of Banque Heritage’s advantages of being a boutique-sized private bank in Switzerland is the efficiency, agility and speed of execution. With our decades of experience with bespoke solutions to our families and clients, Banque Heritage was not only able to provide a financially beneficial solution to the client, but also efficiently handle all the paperwork and regulatory requirements. Our Senior Bankers truly understand the client centric approach how to serve Entrepreneurs and Executives and offer pragmatic solutions.”

See the official press release here:


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