Also known as Heritage
Banque Heritage is a multi-family office based in Geneva, Switzerland. Established in 1986, the firm focuses on private banking and asset management activities (UHNWI, families, and Institutions), and its strategy is based on acquiring new clients in Switzerland and across growth / emerging markets. They are not involved in the Private Market anymore. The assets of the firm are managed by the board of directors.
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Banque Heritage is a multi family office (mfo) based in Geneva, Switzerland, managing approximately $5.0B in assets.
Banque Heritage is headquartered in Geneva, Switzerland.
Banque Heritage manages approximately $5.0B in assets under management.
Banque Heritage was founded in 1981.
Banque Heritage focuses on Joint Venture/Partner, Private Equity, Venture Capital, Investment Funds, Long-Term Investments, Investment Management, Wealth & Estate Planning, Multi-Asset Investing.
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