BANQUE HERITAGE SA

 (5.0; 2 ratings)
5.0 2
Business Focus
private banking, asset management

Banque Heritage is a family-controlled financial institution, focused on private banking and asset management activities for ultra-high-net-worth individuals, families, and institutions. Banque Heritage's strategy is based on acquiring new clients in Switzerland and across growth and emerging markets.

Bank Category

Foreign-controlled banks

Services

asset management
wealth management
asset servicing
pension planning
venture capital
art consulting

Clients

high net-worth individuals
family groups
institutions

International Transfers

SWIFT Transfers
SEPA Credit Transfers
SEPA Instant Transfers
SEPA Direct Debits

Ways to Bank

BANQUE HERITAGE SA delivers its products and services through both direct and indirect channels, namely:
branch
online banking

Financials

Total Assets of BANQUE HERITAGE SA
Market Share of BANQUE HERITAGE SA
Total Assets (2019)
679.41 mln CHF  (+8.48%)

BANQUE HERITAGE SA is the 153rd largest bank in Switzerland in terms of total assets. In 2019 its total assets were 679,41 mln CHF, providing the bank with the market share of 0.02%. BANQUE HERITAGE SA is the 46th largest foreign-controlled bank in Switzerland (out of 71 foreign-controlled banks) having market share of 0.30% amongst the banks of this category.

Credit Ratings

Fitch: -
AAA
AA+, AA, AA-
A+, A, A-
BBB+, BBB, BBB-
BB+, BB, BB-
B+, B, B-
CCC, CC, C, RD, D
Moodys: Ba1
Aaa
Aa1, Aa2, Aa3
A1, A2, A3
Baa1, Baa2, Baa3, Baa4
Ba1, Ba2, Ba3
B1, B2, B3
Caa1, Caa2, Caa3, Ca

BANQUE HERITAGE SA is rated by Moody's. Long-term credit rating assigned to the bank by Moody's is Ba1 (non-investment grade speculative).

Deposit Guarantee

Protected Amount
up to 100,000 CHF
Guarantee Fund
esisuisse – Deposit Insurance
Covered Depositors
private individuals (Swiss and foreign)
legal entities (Swiss and foreign)
Covered Accounts
credit balances

BANQUE HERITAGE SA participates in the deposit guarantee scheme of Switzerland. This deposit guarantee scheme applies to credit balances made by private individuals (Swiss and foreign), legal entities (Swiss and foreign) and covers up to up to 100,000 CHF per bank per depositor. BANQUE HERITAGE SA is a member of esisuisse – Deposit Insurance and makes its contributions into it.

Contacts

Route de Chêne 61, 1211, Genève, Switzerland
6600
058 220 00 00
058 220 00 01

BANQUE HERITAGE SA is headquartered in Genève.

Social Networks

BANQUE HERITAGE SA has profiles at the following social networks:

Bank Identifiers

BIC (SWIFT)
HFTCCHGGXXX
LEI
5299003FGPNOV1C5M242
Company Number
CHE-106.011.072

Bank Supervision

Supervised By
Swiss Financial Market Supervisory Authority
Reference Number
CHE106011072

BANQUE HERITAGE SA is authorized and supervised by the Swiss Financial Market Supervisory Authority (reference number CHE106011072).

Bank History

Founded
1985

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