The art of preserving, growing your wealth

Founded in 1986, Banque Heritage was born from the belief that wealth management is primarily a matter of trust.

Who we are

A tailored approach, rooted in Swiss tradition

For nearly four decades, we have partnered with families and entrepreneurs in preserving, structuring, and transmitting their wealth across generations. Banque Héritage combines the depth of a Geneva private bank with the agility of an independent institution.

Discover who we are

Clients

Entrepreneurs, families and investors entrust us with what they have built. Founded by entrepreneurial families, Banque Heritage shares their long-term vision, their values and their sense of responsibility. We support them in preserving, growing and passing on their wealth for future generations.

Families and entrepreneurs

External Asset Managers

Institutional investors

« Forty years ago, my family sought a partner who truly understood the long-term complexity of managing a private estate. Banque Héritage became that partner — always independent, always aligned with our interests, and always thinking across generations.

Marcos Esteve

— CEO, Banque Héritage

Expertises

Entrepreneurs, families, and investors entrust us with what they have built. Founded by entrepreneurial families, Banque Héritage shares their vision, their values, and their deep sense of responsibility toward future generations.