Banque Heritage Fund Manager Profile

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Type

Fund of Hedge Funds Manager

Location

Geneva 6 Switzerland

Alternative Asset Classes

Established

1986

Firm Ownership

Captive Arm – Bank

Investment Team Staff

Total Staff

Banque Heritage is a Swiss bank offering a full range of financial products to private individuals and institutional investors worldwide. Founded in 1986 in Lausanne, Heritage was originally a family office, created to manage the assets of the Esteve Family. The firm relocated to Geneva in 1992 and obtained its Swiss banking licence 12 years later. The bank has since grown and now has partners and subsidiaries located across Europe, South America and Asia. As of 2022, it had outsourced their heritage long/short equity fund and no longer manages fund of hedge funds.

Asset Class	No. of Funds Currently Managed	Strategies
Private Equity	-	-
Real Estate	-	-
Private Debt	-	-
Infrastructure	-	-
Natural Resources	-	-

Asset Class	No. of Funds Currently Managed	AuM	Date of AuM	Strategies
Hedge Funds	0			-

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2 Hedge Funds Managed

Fund Name	Share Classes	Inception Date	Core Strategy	Status	Latest AUM
	6		Long/Short Equity	Liquidated
	6		Diversified	Liquidated

Showing 2 of 2 hedge funds managed by Banque Heritage