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Banque Heritage (formerly Sallfort Privatbank AG)
Wealth Management,Family Office (single/multi),Asset Management
A family-controlled Swiss private bank formed through the merger of Banque Heritage SA and Sallfort Privatbank AG. It specializes in wealth management, asset management, external asset management, pension planning, and fund servicing.
Overview and Management
Establishment Year
2019
Mission
We combine the wisdom of experience with modern financial intelligence to provide tailored financial solutions for a new generation of clients.
Values
Integrity, trust, independence, transparency, and capital preservation.
Investment Roles
Direct Investor,Intermediary
Participant Demographics
Serves ultra-high-net-worth individuals (UHNWI), families, and institutional clients, including pension funds and external asset managers.
Generational Wealth Planning
Emphasizes estate and succession planning, as well as family office services, to ensure wealth preservation across generations.
Risk Tolerance
Focuses on capital preservation while achieving long-term, absolute returns.
References or Case Studies
Not explicitly mentioned, but the bank invests alongside clients, demonstrating trust in its investment strategies.
Team Experience
Experienced leadership team with a strong legacy in commodity trading and private banking.
Notable Achievements
Successful merger of two legacy banks and focus on UHNW client base.
Project Track Record
Offers exclusive venture capital club deals.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
Complies with Swiss FinSA and CISA.
Compliance History
No major violations mentioned.
dataprotection.legal@heritage.ch
Phone Number
+41 58 220 00 00
Address
Geneva Switzerland