Banque Heritage S.A.

Banque Heritage S.A., through its subsidiaries, provides private banking, asset management, and merchant banking services to its private and institutional clients in Switzerland and internationally. It offers private banking and wealth management services; wealth planning services, including succession and estate planning, family office set-up, asset protection structuring, trusts/foundations, client-driven private equity structuring, and relocation planning; and wealth structuring services. The company also provides external asset management products and services that include classic banking products and services, investment research and advisory, open fund and product architecture, broad alternative investments platform, delegated portfolio management, and trading and execution services; research and guidance on investment strategies and various investment products; strategic planning and advisory services for portfolio management; and investment products. In addition, it offers equity, fixed income, investment strategy, and special report research and strategy services; brokerage and execution services; investment products; and trading and execution services. The company has franchise operations in Zurich, Lisbon, Lugano, Guernsey, Montevideo, and Singapore. Banque Heritage S.A. was formerly known as Heritage Finance & Trust SA and changed its name in 2003. Banque Heritage S.A. was founded in 1986 and is headquartered in Geneva, Switzerland with a branch in Zurich.