Banque Heritage delivered solid first-half results as the Geneva-based private bank continued to expand its Family Office business. The strategy underlines how independent wealth managers are increasingly targeting entrepreneurial families seeking more comprehensive advisory services.
The half-year results validate the bank’s strategic direction: Marcos Esteve, CEO of Banque Heritage. (Image: courtesy of the company)
Thursday, 30 July 2026 07:00
Banque Heritage reported a strong set of results for the first six months of 2026, with net operating income rising 9.1 percent year-on-year to CHF 43.8 million. Net profit increased by 16.4 percent to CHF 8.8 million, while the bank attracted CHF 265 million in net new money, lifting assets under management to CHF 6.2 billion at the end of June.
Operating expenses rose 8.8 percent to CHF 33 million, reflecting investments in talent, technology and the continued expansion of the bank’s Family Office Services platform.
