Banque Heritage is a family office - multi based in Geneva, Switzerland, founded in 1981. Verified contact details, AUM data, and investment preferences on FindLPs.
Banque Heritage is a multi-family office based in Geneva, Switzerland. Established in 1986, the firm focuses on private banking and asset management activities (UHNWI, families, and Institutions), and its strategy is based on acquiring new clients in Switzerland and across growth / emerging markets. They are not involved in the Private Market anymore. The assets of the firm are managed by the board of directors.
Investment types: Joint Venture/Partner, Private Equity, Venture Capital, Investment Funds, Long-Term Investments
Sectors & themes: Investment Management, Wealth & Estate Planning, Multi-Asset Investing, Real Assets, Fine Arts, Antiques & Collectibles, Investment Banking & Brokerage, Consumer Banking, Research & Consulting Services, Business & Administrative Services, Corporate Finance Consulting, Diversified Finance Consulting, Legal & Tax Services, Superannuation/Pension Funds, Hedge Funds Finance, Commercial & Professional Services, Financial Services, Alternative Investments, Traditional Investments (Liquid Assets), Banking, Professional Business Services
Preferred geographies: Africa, Asia/Pacific, Australia/New Zealand, Canada, Emerging Markets, Europe, Global, United Kingdom, United States, Latin America
Location: 61 Route De Chene\nGeneva\nGeneva\n6600\nSwitzerland
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.