As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values. Originally founded as a family office, we have evolved into a leading wealth management group, remaining true to our heritage. Driven by passion, ambition and curiosity, we offer a range of comprehensive financial services and personalised support based on care, expertise, and an unwavering commitment to our clients. 

Our commitment goes beyond wealth management solutions to actively nurture aspirations, empower future generations, and bring visions to life. With a proactive approach, we anticipate needs, act decisively, and strive for success, always focusing on creating sustainable value for our clients.

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Investment Management

Banque Heritage

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