Family Office

Banque Heritage SA (BH)

Banque Heritage SA (“Banque Heritage”) is a private bank headquartered in Geneva, Switzerland, with offices in Basel, Sion, and Zurich. The bank also has a wholly owned subsidiary in Montevideo and is a majority shareholder of Meridian Wealth Management, a Lausanne-based independent wealth management firm. The firm has

Assets Under Management
$1B-$10B
Headquarters
Geneva

Decision-makers

Marcos Esteve
CEO
Michael Welti
Head of Private Banking
Jean-Christophe Rochat
CIO
Cédric Priouzeau
Head of Fund Selection
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CEO
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