Banque Heritage SA

Banque Heritage SA

Updated: Jul 2025

89%

Employees say this is a great place to work

Portrait

As a Swiss private banking group, we combine entrepreneurial spirit with deeply rooted family values. Originally founded as a family office, we have evolved into a leading wealth management group while remaining true to our tradition. Driven by passion, ambition and curiosity, we offer a range of comprehensive financial services and a personalized service based on diligence, expertise and unwavering commitment to our clients.

Our commitment goes beyond wealth management solutions and aims to actively promote the aspirations of future generations and bring visions to life. With a proactive approach, we anticipate needs, act decisively and always focus on creating sustainable value for our clients.

Employees

94 in Switzerland and Liechtenstein

Industry

Financial services & insurances

Geneva
Geneva

(Geneva)

Awards for Banque Heritage SA

Certification June 2025

Certification June 2025

Certification June 2025

Certification June 2025

Demographic data of our employees

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Workplace culture at Banque Heritage SA

89% of employees at Banque Heritage SA say that this is a great place to work, compared to 61% of the employees in a typical Swiss organization.

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The employee experience at compared to a typical organization.

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Impressions