Our business was founded to manage family assets, and although we have grown to serve an international client base with a broad range of financial products, the values of discretion and trust, and the kind of intimacy that comes from a closely held relationship have remained with us.

That is why, despite fundamental changes in the world of private wealth management, we remain committed to our founding standards, and combine them to meet with modern requirements of performance and accessibility.

The independence inherent in our models of investment selection and allocation have proved themselves not simply in terms of long range performance, but also in the exceptional loyalty that our clients show towards us.

A relationship with a private banker is unique in every sense. It is unlike any other relationship you will have, and, in our experience, no two relationships we have are ever the same. For this simple reason we generate no averaged solution to your requirements, and suggest no generic product sets for your portfolio. We combine in house asset management skills with selected outside expertise in a way that is independent of any interest but your own. Banque Heritage has shown that this approach represents a fundamentally sound basis for a relationship that results in mutual trust and mutual growth.