Insights

Luxury Wealth Focus Heritage Bank's positioning as a Swiss private banking group specializing in wealth and asset management presents opportunities to offer tailored private banking solutions, exclusive investment products, and bespoke financial advisory services to high-net-worth clients seeking personalized financial growth and succession planning.

Technological Sophistication Utilizing advanced tech stacks like Amazon Web Services, Ruby on Rails, and cloud-based solutions indicates a commitment to digital innovation, opening avenues to introduce modern banking platforms, secure fintech integrations, and digital client engagement tools to enhance operational efficiency and client experience.

Expansion & Acquisition Recent acquisitions of local wealth managers and investment in real estate financing demonstrate growth strategies rooted in expanding client base and assets under management, suggesting opportunities to collaborate on targeted acquisitions, syndicated lending, or expanding private client offerings in niche markets.

Leadership & Talent Strategic leadership appointments such as heads of external asset management and vice presidents indicate a focus on strengthening advisory expertise and client relationships, providing prospects to offer specialized training, executive coaching, and talent acquisition solutions to support continued growth.

Market Positioning With a revenue range of $100M to $250M and a focus on exclusive wealth management services, Heritage Bank is positioned as a mid-tier luxury banking entity. This provides opportunities to deliver premium financial technologies, cyber security solutions, and bespoke service automation to amplify its competitive edge in the high-net-worth segment.

Similar companies to Heritage Bank

Heritage Bank Tech Stack

Heritage Bank uses 8 technology products and services including Amazon Web Services, Open Graph, Joomla, and more. Explore Heritage Bank's tech stack below.

Amazon Web Services
Cloud Hosting
Open Graph
Content Management System
Joomla
Content Management System
Cart Functionality
E-commerce
Google Fonts API
Font Scripts
MooTools
Javascript Frameworks
X-Content-Type-Options
Web & Portal Technology
Ruby on Rails
Web Frameworks

Media & News

Heritage Bank's Email Address Formats

Heritage Bank uses at least 2 format(s):

Heritage Bank Email Formats	Example	Percentage
First.Last@banque-heritage.com	John.Doe@banque-heritage.com	96%
FirstLast@banque-heritage.com	JohnDoe@banque-heritage.com	3%
FLast@banque-heritage.com	JDoe@banque-heritage.com	1%
F.Last@heritage.ch	J.Doe@heritage.ch	65%
FLast@heritage.ch	JDoe@heritage.ch	15%
First@heritage.ch	John@heritage.ch	10%
First.Last@heritage.ch	John.Doe@heritage.ch	10%

Frequently Asked Questions

Where is Heritage Bank's headquarters located?

Heritage Bank's main headquarters is located at Route de Chêne 61, Geneva, 1208, CH. The company has employees across 5 continents, including EuropeNorth AmericaAfrica.

What is Heritage Bank's phone number?

You can contact Heritage Bank's main corporate office by phone at

+41-22-741-5****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Heritage Bank's official website and social media links?

Heritage Bank's official website is heritage.ch and has social profiles on LinkedIn.

What is Heritage Bank's SIC code NAICS code?

Heritage Bank's SIC code is 6022 - State Commercial Banks NAICS code is 52211 - Commercial Banking.

How many employees does Heritage Bank have currently?

As of October 2025, Heritage Bank has approximately 527 employees across 5 continents, including EuropeNorth AmericaAfrica. Key team members include Chief Investment Officer: J. R.Vice President Deposit Operations: P. C.Head Of Fund Representation And Paying Agent Services: A. R.. Explore Heritage Bank's employee directory with LeadIQ.

What industry does Heritage Bank belong to?

Heritage Bank operates in the Banking industry.

What technology does Heritage Bank use?

Heritage Bank's tech stack includes Amazon Web ServicesOpen GraphJoomlaCart FunctionalityGoogle Fonts APIMooToolsX-Content-Type-OptionsRuby on Rails.

What is Heritage Bank's email format?

Heritage Bank's email format typically follows the pattern of First.Last@banque-heritage.com. Find more Heritage Bank email formats with LeadIQ.

When was Heritage Bank founded?

Heritage Bank was founded in 1986.

Heritage Bank

BankingSwitzerland501-1000 Employees

As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values. Originally founded as a family office, we have evolved into a leading wealth management group, remaining true to our heritage. Driven by passion, ambition and curiosity, we offer a range of comprehensive financial services and personalised support based on care, expertise, and an unwavering commitment to our clients. 

Our commitment goes beyond wealth management solutions to actively nurture aspirations, empower future generations, and bring visions to life. With a proactive approach, we anticipate needs, act decisively, and strive for success, always focusing on creating sustainable value for our clients.

#wealtmanagement #assetmanagement #externalassetmanager #eam #pensionplanning #fundassetservicing