The Private Banking facilities at Banque Heritage reflect our ambition for carefully managed growth.
We are divided into several departments, each concentrating on specific geographical locations or special interest groups.
We understand the importance of maintaining outstanding relationships with our clients by displaying understanding, adaptability and integrity at all times.
By remaining independent and objective in everything we do, the interests of our clients always come first.
Heritage Wealth Management has broadened its digital offering and launched its mobile application which is intended for all its private clients.
With My Heritage you can:
- access a summary of your accounts instantly
- communicate confidentially with your Wealth Manager
- consult the financial analyses of Heritage experts
- Heritage Wealth Management invites you to discover this new digital experience which provides you with complete freedom when on the go.