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.

#wealtmanagement #assetmanagement #externalassetmanager #eam #pensionplanning #fundassetservicing

Banking

Investment Management

Banque Heritage

The Geneva office specializes in finance and compliance, supporting private banking and investment services.

Geneva

The Zurich office focuses on private banking and wealth management, catering to High-Net-Worth clients in the region.

Zurich

The Bâle office focuses on client relations and financial services within the Swiss market.

Bâle

This department focuses on managing and nurturing relationships with clients to ensure satisfaction and retention.

Client Relations

This department oversees strategic direction and decision-making for the organization.

Executive Leadership

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and loyalty.

Client Relationship Management

This department is responsible for developing and executing strategies to promote the organization's brand and communicate effectively both internally and externally.

Marketing and Communications

This department is responsible for ensuring adherence to laws, regulations, and company policies.

Compliance Department

This department oversees the strategic direction and decision-making processes of the organization.

People (6)

Jobs (0)

Other teams

Executive Leadership

Client Relationship Management

Marketing and Communications

Compliance Department

Executive Governance