Family values,
commercially focused
Banque Heritage grew out of the trust inherent in strong family relationships. And while our activities are now regulated by the Swiss Federal Banking Commission, and supervised by external auditors, we believe that one of the reasons we retain the loyalty and confidence of our clients is the quality of the relationships they develop with their individual portfolio managers. So wherever practical we avoid making a division between relationship and investment management, because of the value our clients attach to being close to the person who helps to tailor-make their portfolios and then directly oversees their performance. However, our commitment to provide best of breed investments across the broadest markets often requires additional specialist support, and our central asset management function is a resource that can be drawn on from across the bank at any time to ensure the highest level of access to the most appropriate products. In this way we combine the traditional virtues of consistent, highly customised service with the widest opportunities for enhancing portfolio performance.