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DirectoryFinance & InsuranceBanksGenève 6BANQUE HERITAGE SA
BANQUE HERITAGE SA Logo
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BANQUE HERITAGE SA

Summary

About the company

BANQUE HERITAGE SA is a private bank offering wealth management, asset management, advisory and discretionary mandates, and fund and asset servicing. The bank also provides pension planning, M&A and strategic advisory, paying agent services, structured products and services for external asset managers and family office clients.

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Products & services

Industry:Banks
✓ Offered5
Wealth Management
Private banking facilities, tailored wealth management solutions, discretionary and advisory mandates, custody accounts, wealth structuring, asset protection, philanthropy and family office services.
Asset Management
Open-architecture asset management, portfolio management, asset allocation, research, equities, fixed income, traditional and alternative investments, tailor-made portfolios and actively managed certificates.
External Asset Managers
Private banking services for external asset managers, dedicated team support, tailored solutions, e-banking, flexible pricing schemes, independent research and after-hours trading.
Fund Representation & Paying Agent Services
Representative and paying agent services for foreign funds in Switzerland, advisory on fund distribution rules, client segmentation models, disclosures, training and compliance support.
Pension Planning
Vested benefits solutions with individual investment portfolios, risk coverage, flexible withdrawal options and support for occupational and private pension planning in Switzerland.
Reviews

Aggregated rating

Aggregated rating
4.2
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle4.25
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

July 29, 2026Media
Madrid au cœur des projets de croissance de Banque Heritage
agefi.com
May 21, 2026Media
Donald Waterreus rejoint le conseil d’administration de Banque Heritage
agefi.com
December 10, 2025Media
Jérémy Dutoit nommé responsable des investissements de la Banque Heritage
agefi.com
December 5, 2024Media
Banque Heritage renforce ses équipes avec l'arrivée de trois professionnelles au sein de ses équipes de Private Banking
allnews.ch
July 19, 2024Media
Banque Heritage setzt Wachstum fort | News | Aktuell
investrends.ch

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Location

Route de Chêne 61
1211 Genève 6
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-106.011.072
Founded
1993 · 33 years
Last commercial register change
February 24, 2026
Employees
51 to 100

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