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Heritage Bank Ltd, Geneva
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Bank Profile
In 1986, after 10 years working in audit, consulting and private banking, Carlos Esteve created a small family office to manage the assets of the Esteve family, which he built with success to warrant the extension of his methods to assets outside those of his immediate family. Consolidating the reputation of his firm around an independent approach to research and product sourcing, as well as flexible asset allocation and a commitment to reporting returns measured as absolute rather than relative to benchmarks, the transformation from family office to fully fledged bank got underway in earnest.
Rejoined by his former student colleagues, and by a growing array of management talent, Carlos Esteve has guided Banque Heritage through its regulation by the Swiss Federal Banking Commission and relocation to a new headquarters building in Geneva. Now employing some 100 individuals and operating in joint venture and partnership with 5 organisations that hold interests in Europe and around the world, Banque Heritage continues to grow as it holds firm to its founding principles of integrity, prudence, independence and professionalism.
Founded in Lausanne, Banque Heritage moved to Geneva in 1992 and in 2006 made its headquarters in a newly refurbished building on the Route de Chene. In addition, Banque Heritage has maintained a representative office in Lugano for more than 10 years. The strategy guiding the Lugano office is based on an understanding of the evolving financial marketplace in Italy, and relies on enabling client access to Banque Heritage products in addition to its traditional banking services.
In this way we are adapting to the changing financial landscape in the Italian marketplace and bringing to bear new skills and approaches that widen the conduct of our business and create value beyond that traditionally associated with a branch office.