The best people:
our human capital
Successful private banking is about the establishment and maintenance of successful relationships. The chain of respect and trust between our staff, our clients and the managers of the assets we choose to include in our portfolios is of paramount importance to all of us. In selecting individuals to work at Banque Heritage we demand not only deep understanding and practical competence in a particular field of expertise, but also a general intellectual and cultural fit with the way we operate. In the end that amounts to a requirement for some profoundly human abilities – to elicit and subsequently articulate the unique investment profile of a new client; to give a proper role to intuition when judging the management of a particular product; to be equally sensitive and independently responsive to both the rational and irrational impulses by which markets are driven. We are confident that by meeting these criteria that our staff can regulate themselves, knowing that the judgement of our clients is the ultimate measurement of their capabilities. The result is an eclectic mix of working styles that we have demonstrated to provide remarkable levels of innovative synergies at the same time as a common cultural commitment to excellence in service and performance.