Mandate & appetite
- Preferred strategies
- Private EquityVenture Capital
- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Banque Heritage is a Swiss private bank focused on wealth and asset management for ultra-high-net-worth individuals, families, and institutions. Formed from the merger of Banque Heritage SA and Sallfort Privatbank AG, the bank has roots dating back to the Esteve and Barth families, who have over 200 years of experience in commodity trading. Established in 1993, Banque Heritage operates as a family-controlled institution with headquarters in Geneva and additional offices in Basel, Sion, and Zurich. The bank offers a wide range of financial services, including asset management, wealth management, asset servicing, pension planning, venture capital, art consulting, and various credit facilities. Banque Heritage emphasizes capital preservation and enhancement, combining traditional Swiss banking values with modern investment strategies. The bank is authorized and supervised by the Swiss Financial Market Supervisory Authority (FINMA) and adheres to strict regulations, ensuring trust and transparency in its operations.
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