Family values,
commercially focused

Banque Heritage grew out of the trust inherent in strong family relationships. 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.

Diverse products,
flexibly applied

We take great care to recognise the distinctive priorities held by each of our clients, and build with them a portfolio that maps to their specific requirements, always avoiding the application of generic packages.

Open architecture:
transparency and access

We are wedded to the principle of open architecture, meaning that we buy only the most appropriate and best performing assets for our clients – irrespective of their provenance.

Market information,
independently acquired

We develop our own macro-economic and currency allocation models, using research we buy from specialist, independent research organisations.

Asset allocation:
our judgement distilled

While the breadth of our product offering has enabled us to achieve our goals, we are only able to do so consistently through the fruits of our research and modelling process.