Insights

Growing Wealth Management Heritage Bank is a leading Swiss private banking group with a comprehensive range of wealth management, asset management, and pension planning services, indicating strong potential for expanding targeted financial solutions and advisory services in high-net-worth client segments.

Recent Leadership Expansions The bank has actively strengthened its leadership team with recent appointments of key experts in advisory and investment solutions, creating opportunities for tailored engagement and premium financial product offerings aligned with strategic growth initiatives.

Strategic Acquisitions Heritage's acquisitions of Hottinger and GP Gestion Privée reveal an emphasis on expanding asset base and geographic reach, presenting opportunities for integration of additional financial services, asset management platforms, and cross-selling high-value solutions.

Technology Stack Utilizing advanced technologies like AWS, Ruby on Rails, and content management tools suggests the bank is open to innovative digital solutions, presenting prospects for partnership in digital banking, security enhancements, and fintech collaborations.

Financial Performance With revenues estimated between $100 million and $250 million and a focused client base, Heritage Bank offers a promising target for premium banking products, investment management, and exclusive client offerings designed to deepen client relationships and grow wallet share.

Similar companies to Banque Heritage

Banque Heritage Tech Stack

Banque Heritage uses 8 technology products and services including Apple iCloud Mail, Google Fonts API, Element UI, and more. Explore Banque Heritage's tech stack below.

Apple iCloud Mail
Email
Google Fonts API
Font Scripts
Element UI
Javascript Frameworks
Modernizr
Javascript Libraries
jQuery UI
Javascript Libraries
HSTS
Security
Google Analytics
Web Analytics
Ruby on Rails
Web Frameworks

Media & News

Banque Heritage's Email Address Formats

Banque Heritage uses at least 2 format(s):

Banque Heritage Email Formats	Example	Percentage
First.Last@banque-heritage.com	John.Doe@banque-heritage.com	96%
FirstLast@banque-heritage.com	JohnDoe@banque-heritage.com	3%
FLast@banque-heritage.com	JDoe@banque-heritage.com	1%
F.Last@heritage.ch	J.Doe@heritage.ch	65%
FLast@heritage.ch	JDoe@heritage.ch	15%
First@heritage.ch	John@heritage.ch	10%
First.Last@heritage.ch	John.Doe@heritage.ch	10%

Frequently Asked Questions

Where is Banque Heritage's headquarters located?

Banque Heritage's main headquarters is located at 61 Route de Chêne Geneva, Geneva 1208 Switzerland. The company has employees across 5 continents, including EuropeNorth AmericaAfrica.

What is Banque Heritage's phone number?

You can contact Banque Heritage's main corporate office by phone at

+41-22-741-5****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Banque Heritage's official website and social media links?

Banque Heritage's official website is heritage.ch and has social profiles on LinkedIn.

What is Banque Heritage's SIC code NAICS code?

Banque Heritage's SIC code is 6022 - State Commercial Banks NAICS code is 52211 - Commercial Banking.

How many employees does Banque Heritage have currently?

As of February 2026, Banque Heritage has approximately 527 employees across 5 continents, including EuropeNorth AmericaAfrica. Key team members include Ceo: M. E.Cfo / Coo: C. M.Cfo: D. N. S.. Explore Banque Heritage's employee directory with LeadIQ.

What industry does Banque Heritage belong to?

Banque Heritage operates in the Banking industry.

What technology does Banque Heritage use?

Banque Heritage's tech stack includes Apple iCloud MailGoogle Fonts APIElement UIModernizrjQuery UIHSTSGoogle AnalyticsRuby on Rails.

What is Banque Heritage's email format?

Banque Heritage's email format typically follows the pattern of First.Last@banque-heritage.com. Find more Banque Heritage email formats with LeadIQ.

When was Banque Heritage founded?

Banque Heritage was founded in 1986.

Banque Heritage

Q: What is Banque Heritage's official website and social media links?

Banque Heritage's official website is heritage.ch. Banque Heritage has social profiles on LinkedIn.

Q: How many employees does Banque Heritage have currently?

Banque Heritage has approximately 527 employees.

Q: What technology does Banque Heritage use?

Banque Heritage's tech stack includes Cowboy, Ubuntu, PHP, Modernizr, jQuery UI.

BankingGeneva, Switzerland501-1000 Employees

As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values. Originally founded as a family office, we have evolved into a leading wealth management group, remaining true to our heritage. Driven by passion, ambition and curiosity, we offer a range of comprehensive financial services and personalised support based on care, expertise, and an unwavering commitment to our clients. 

Our commitment goes beyond wealth management solutions to actively nurture aspirations, empower future generations, and bring visions to life. With a proactive approach, we anticipate needs, act decisively, and strive for success, always focusing on creating sustainable value for our clients.

#wealtmanagement #assetmanagement #externalassetmanager #eam #pensionplanning #fundassetservicing