Company Tagline
Taking Tradition into the Future
Industry Category
Business Keywords
Company Description
Banque Heritage stands as a premier banking institution, delivering a harmonized suite of financial services. With a blend of time-honored principles and cutting-edge financial insight, Banque Heritage meticulously structures wealth management strategies tailored to the unique financial ambitions of its clientele.
Located at Route de Chêne 61, Geneva, 1208, CH, Banque Heritage operates with unwavering integrity, prudence, and independence. These core values drive the bank's commitment to realizing the individual financial priorities of each client. Additional locations include Bellerivestrasse 241, Zurich, 8008, CH; Avenue de la Gare 34, Sion, Valais 1920, CH; and Dufourstrasse 25, Bâle, Bâle-Ville 4052, CH.
Banque Heritage is dedicated to providing unparalleled service in asset management, private banking, pension planning, and global custody, among other specialties. We invite the management team at Banque Heritage to enhance your presence on our platform with a customized company showcase and exclusive product listings, ensuring your continued success and growth.
Key Personnel / Employees
Compare Companies Side by Side
Compare Banque Heritage with 3 companies in Banking
| Comparison Field |
Banque HeritageMain Company |
Northern TrustView Profile |
COMETUM CapitalView Profile |
Lavelle CapitalView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1889 | 2020 | 2021 |
|
Company Size
|
— | 10,001+ | 2-10 | 2-10 |
|
City
|
Chicago, Illinois | München, Bayern | San Francisco, California | |
|
Country
|
United States | Germany | United States | |
|
Skills & Keywords
Comparing with main company
|
13 Total Skills
Private Banking
Wealth Management
Asset Management
Pension Planning
Global Custody
Financial Services
Asset Servicing
Asset servicing
Global custody
Venture Capital
Family Office Services
Consolidation / Tax reporting
External Asset Managers
|
19 Total
1 Common
18 Unique
Match
8%
Common Skills:
Asset Servicing
Unique Skills:
Business Owner Services
Capital Markets
Corporate & Institutional Services
Equity
Financial Technology
Fixed Income
+12
|
4 Total
4 Unique
Unique Skills:
Investment Management
Private Debt
Private Equity
Real Estate Debt
|
10 Total
10 Unique
Unique Skills:
Alternative Investments
Chief Investment Officer
Estate Planning
Growth Equity
Philanthropy Advisory
Portfolio Management
+4
|
4
Total Companies1889
Oldest Founded2
Countries44
Unique SkillsSimilar Companies
Other organizations in the same industry
BAMCARD
BankingWe are creating the future of card and mobile payment by offering innovative solutions.
Velocity Solutions
BankingCSI’s Velocity Solutions power growth, compliance, and service for 30M+ community bank and credit un...
Alternative Company Names
This company is also known as