Heritage Bank Employee Directory

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

Find Heritage Bank employees' phone numbers or email addresses

Heritage Bank Global Highlights

Europe
118

Switzerland
113
France
2
United Kingdom Of Great Britain And Northern Ireland
2
Poland
1

North America
108

United States Of America
105
Belize
2
Canada
1

Africa
38

Nigeria
37
Morocco
1

South America
28

Uruguay
28

Oceania
8

Australia
8

Heritage Bank's Leadership

J. R.
Chief Investment Officer
Mobile Phone
Email
P. C.
Vice President Deposit Operations
Mobile Phone
Email
A. R.
Head Of Fund Representation And Paying Agent Services
Mobile Phone
Email
H. T.
Head Of Learning & Development
Mobile Phone
Email
F. B.
Head Of Human Resources, Executive Director
Mobile Phone
Email
C. P.
Head Of Finance
Mobile Phone
Email
O. V. B.
Head Of Discretionary Mandates
Mobile Phone
Email
S. M.
Head Teller
Mobile Phone
Email

Heritage Bank Employee Metrics

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2025

2024

Banking
Customer Success
Operations
Finance
Administrative
Other

Contact profiles from Heritage Bank

Name

Title

Contact Info

Location

Last Update

M. F.
Associate Director - Tax Compliance (qi, Fatca, Crs & Swiss)
Mobile Phone
Email
SwitzerlandGeneva
Sep 11, 2025
M. S.
Director
Mobile Phone
Email
SwitzerlandZurich
Nov 12, 2025
M. V.
Director
Mobile Phone
Email
SwitzerlandGeneva
Jul 19, 2025
P. E.
Managing Director
Mobile Phone
Email
SwitzerlandZurich
Oct 24, 2025
S. T.
Executive Director
Mobile Phone
Email
SwitzerlandGeneva
Apr 30, 2024
T. L.
Director, Senior Client Relationship Manager
Mobile Phone
Email
Nov 10, 2025
W. R.
Managing Director
Mobile Phone
Email
SwitzerlandZurich
Jul 19, 2025
R. C.
Help Desk Specialist & System Operator - Director
Mobile Phone
Email
SwitzerlandGeneva
Nov 11, 2025
S. H.
Director
Mobile Phone
Email
SwitzerlandZurich
Nov 10, 2025
C. W.
Financial Controller
Mobile Phone
Email
SwitzerlandGeneva
Nov 12, 2025

Frequently Asked Questions

What is Heritage Bank known for?

Heritage Bank was founded in 1986 operates in the Banking industry. The company's main headquarters is located in Route de Chêne 61, Geneva, 1208, CH; you can contact the main corporate office by phone at

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

. Explore Heritage Bank's company overview page for more information.

What is Heritage Bank's most common email format?

Heritage Bank employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Bank email formats with LeadIQ.

How many employees does Heritage Bank have currently?

Heritage Bank has approximately 527 employees as of October 2025. These team members are located across 5 continents, including EuropeNorth AmericaAfrica.

Who are Heritage Bank's key employees and leadership?

As of October 2025, Heritage Bank's key employees include:

Chief Investment Officer: J. R.
Vice President Deposit Operations: P. C.
Head Of Fund Representation And Paying Agent Services: A. R.
Head Of Learning & Development: H. T.
Head Of Human Resources, Executive Director: F. B.

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