Banque Heritage

Also known as Heritage

Multi Family Office (MFO)Geneva, SwitzerlandFounded 1981
$5.0B
Assets Under Management
Geneva
Headquarters

About Banque 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.

Preferred Investment Types

Joint Venture/PartnerPrivate EquityVenture CapitalInvestment FundsLong-Term Investments

Preferred Sectors & Themes

Investment ManagementWealth & Estate PlanningMulti-Asset InvestingReal AssetsFine ArtsAntiques & CollectiblesInvestment Banking & BrokerageConsumer BankingResearch & Consulting ServicesBusiness & Administrative ServicesCorporate Finance ConsultingDiversified Finance ConsultingLegal & Tax ServicesSuperannuation/Pension FundsHedge Funds FinanceCommercial & Professional ServicesFinancial ServicesAlternative Investments

Preferred Geographies

AfricaAsia/PacificAustralia/New ZealandCanadaEmerging MarketsEuropeGlobalUnited KingdomUnited StatesLatin America

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Frequently asked questions

What type of investor is Banque Heritage?

Banque Heritage is a multi family office (mfo) based in Geneva, Switzerland, managing approximately $5.0B in assets.

Where is Banque Heritage headquartered?

Banque Heritage is headquartered in Geneva, Switzerland.

How much does Banque Heritage manage?

Banque Heritage manages approximately $5.0B in assets under management.

When was Banque Heritage founded?

Banque Heritage was founded in 1981.

What does Banque Heritage invest in?

Banque Heritage focuses on Joint Venture/Partner, Private Equity, Venture Capital, Investment Funds, Long-Term Investments, Investment Management, Wealth & Estate Planning, Multi-Asset Investing.

How can I contact Banque Heritage?

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