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HERITAGE & PARTNERS


The Swiss Registered Investment Advisors

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HERITAGE & PARTNERS


The Swiss Registered Investment Advisors

 

WHAT WE DO

We offer discretionary and non-discretionary investment advisory services to clients who are U.S. residents of any nationality or U.S. citizens living outside the United States.

HISTORY

Heritage & Partners S.A. was founded on December 2016 in Geneva. We are a direct wholly-owned subsidiary of Banque Heritage S.A., a financial institution with its headquarters in Geneva, Switzerland.

Banque Heritage is a family-controlled financial group with its headquarters in Geneva, Switzerland. The Bank oversees over CHF 5 billion of assets. It focuses on Private Banking and Asset Management activities (UHNWI, Families, and Institutions).

Banque Heritage traces its roots to the 170-year history of the merchant business of the Esteve family which operates today as ECOM Agroindustrial Corp., a global commodity trading and processing company that plays a top-tier role in commodities such as coffee, cotton, and cocoa. Despite its international scope and market leadership, the company remains proudly family-held by the Esteve family.

More information about Banque Heritage can be found on the website: www.heritage.ch

TRADITIONAL VALUES

Heritage & Partners grew out of the belief that traditional Swiss private banking excellence and family values remain a strong part of any banking relationship. We provide our clients with tailor made investment management services. Our clients highly value our approach which is based on trust, transparency and open communication. We combine the traditional virtues of consistent and highly customised services with the widest spectrum of opportunities for enhancing portfolio performance whilst applying a stringent risk management discipline. Capital preservation is at least as important to us as capital enhancement.

 
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Team


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Team


ADRIAN VOGEL

FOUNDING PARTNER, CEO

Adrian Vogel is a co-founder of Heritage & Partners SA. Prior to joining Heritage & Partners SA, Mr. Vogel was a Senior Banker at J.P. Morgan (Suisse) SA, covering Swiss based UHNW clients. Before joining J.P. Morgan in 2011, Mr. Vogel spent over 10 years as a wealth management entrepreneur, serving and advising UHNW clients on different asset classes with a specialization on US equities. Prior to that, he worked at Credit Suisse AG where he established and subsequently headed an Advisory team dedicated to UHNW clients. In this role, he was also a member of several Investment Committees.

Born and educated in Geneva, Mr. Vogel speaks French, German, English, and Italian.  He lives in the Geneva area.

Board of directors

MARCOS ESTEVE

BOARD MEMBER

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Marcos Esteve is the Chief Executive Officer at Banque Heritage and co-founder and member of the Board of Heritage & Partners SA. A seasoned Private Banker with a wide experience in audit and finance, he was previously responsible for the Private Banking activities and the Corporate Strategy of the Bank.

Prior to that, Mr. Esteve held positions as Chief Financial Officer and Chief Operating Officer of the Bank. He had been a member of Banque Heritage’s Board before joining the Bank in 2006. He began his professional career in the Corporate Internal Audit department at Nestlé and then became CFO at the Elite Model Group. Mr. Esteve was born and educated in Lausanne. He speaks French, English, and Spanish.

He lives with his family in the Geneva area.

FRANÇOIS OESCH

BOARD MEMBER

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François Oesch is a member of the Board of Heritage & Partners SA and Global Head of Private Banking at Banque Heritage. He was previously Chief Investment Officer.

Prior to joining Banque Heritage in 2005, Mr. Oesch was Head of Capital Markets at Credit Lyonnais where he worked for seven years. During the 27 years of his banking career, he has held different managing positions in the Foreign Exchange Trading and Asset Management areas with a strong emphasis on servicing UHNW clients. Born and educated in Lausanne, Mr. Oesch speaks French, English, German, and Spanish.

He lives with his family in the Geneva area.