Banque Heritage

Private Banking in Basel

Banque Heritage is a family-controlled Swiss private bank headquartered in Geneva, focusing on wealth preservation and capital enhancement for international clients. The institution combines the agility of a family-run structure with the resources of an established financial group, offering personalized private banking, asset management, and family office services.

Opening times

Open until 12:00 PM

Monday
8:30 to 12:00 / 13:30 to 17:00
Tuesday
8:30 to 12:00 / 13:30 to 17:00
Wednesday
8:30 to 12:00 / 13:30 to 17:00
Thursday
8:30 to 12:00 / 13:30 to 17:00
Friday
8:30 to 12:00 / 13:30 to 17:00
Saturday
Closed
Sunday
Closed

Monday
8:30 to 12:00 / 13:30 to 17:00
Tuesday
8:30 to 12:00 / 13:30 to 17:00
Wednesday
8:30 to 12:00 / 13:30 to 17:00
Thursday
8:30 to 12:00 / 13:30 to 17:00
Friday
8:30 to 12:00 / 13:30 to 17:00
Saturday
Closed
Sunday
Closed

Opening times

Open until 12:00 PM

Monday
8:30 to 12:00 / 13:30 to 17:00
Tuesday
8:30 to 12:00 / 13:30 to 17:00
Wednesday
8:30 to 12:00 / 13:30 to 17:00
Thursday
8:30 to 12:00 / 13:30 to 17:00
Friday
8:30 to 12:00 / 13:30 to 17:00
Saturday
Closed
Sunday
Closed

Monday
8:30 to 12:00 / 13:30 to 17:00
Tuesday
8:30 to 12:00 / 13:30 to 17:00
Wednesday
8:30 to 12:00 / 13:30 to 17:00
Thursday
8:30 to 12:00 / 13:30 to 17:00
Friday
8:30 to 12:00 / 13:30 to 17:00
Saturday
Closed
Sunday
Closed

Address:

P.O. Box, 4010 Basel

Telephone:
058 220 08 80*
058 220 06 00*

E-Mail:
heritage@heritage.ch

Website:
https://www.heritage.ch/

Key features:

Holistic wealth management approach.
Emphasis on capital preservation and risk management.
Access to external managers and global markets.

Frequently asked questions about Banque Heritage

Although assessed flexibly, the minimum balance is oriented towards EUR 500,000 to EUR 1,000,000, achieved within one to five years.

Yes, to open an account, a personal meeting with a potential client is typically mandatory.

The bank offers advisory, discretionary, and custody mandates tailored to the client's profile.

The bank's headquarters is located in Geneva, Switzerland, with offices in Basel, Sion, and Zurich.

Besides private banking, the bank offers asset management, family office services, external asset manager services, and wealth planning.

Categories: Private Banking

About this profile

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