Heritage
| Bank title |
Banque Heritage |
| Logo |
 |
| Also known as |
— |
| Based in |
Geneva |
| Found |
1986 |
| Category |
private, investment |
| Ownership |
The Esteve family (53.95%), Carlos Esteve (11.163%), Claudia Esteve (10.425%), Antonio Bravo (6.25%), Louis De Pfyffer (5.25%) |
| Associations |
International Capital Market Association (ICMA) |
| Key Activities |
private banking
providing investment
asset management services
financial counselling
trading & brokerage
credit
For Institutional clients:
the asset management business in two group companies – Heritage Fund Management (HFM) and HF Alternative Investments.
HFM additionally provides the management of segregated portfolios held at Banque Heritage and third party banks for pension funds and institutional clients. Banque Heritage itself offers custodial and back office services to independent fund managers |
| Total Assets Under Management (AUM) |
unknown |
| Key Persons |
Carlos C.Esteve, chief executive officer;
Antonio Bravo, head of trading;
Louis-Fredéric de Pfyffer, head of alternative investments
Eric Heuzé, head of private banking
Marcos Esteve, chief operating officer |
| Site: |
http://www.banque-heritage.com
http://www.heritage.ch |
| Contacts |
Geneva
61, route de Chêne. Case Postale 6600 CH-1211 Geneva 6
Tel +41 0 58 220 00 00 Fax +41 0 58 220 00 01
Paris
142 avenue des Champs-Elysées 75008 Paris France
Tel +33 0 1 77 45 33 40 Fax +33 0 1 77 45 33 49
Lugano
Riva Caccia 1D 6900 Lugano, Switzerland
Tel +41 0 58 220 02 52/55 Fax +41 058 220 02 51
London
38 Berkeley Square London W1J 5 AE
http://www.heritagecapital.uk.com
Tel +44 207 318 4200 Fax +44 207 318 4230
Milano
H&C Milano Foro Buonaoparte 20 20121 Milano, Italia
Tel +39 02 454 96 750 Fax +39 02 454 96 008
Montevideo
Rincón 530. 11000 Montevideo, Uruguay
http://www.surinvest.com.uy
Tel +598 2 916 01 77 Fax +598 2 916 52 56 |
Morval