Banque Heritage

External Asset ManagersServices for External Asset ManagersNOVEMBER 2017 Historyand BackgroundChronological TimelineWhy BanqueHeritageDedicatedModelForExternalA ssetManagersPartnership with External Asset ManagersProducts and Services for External Asset ManagersKey OfficesOrganizational ChartContactDisclaimerBanqueHeritageisaf amily-controlledfinancialgroupwithitshea dquartersinGeneva, (UHNWI,Families,andInstitutions), , , ,aglobalcommoditytradingandprocessingcom panythatplaysatop-tierroleincommoditiess uchascoffee, , ,itshouldbenotedthatECOM , ; stieswithandcommitmenttoSwitzerland, ,in1992, ,currentlyknownasFINMA, (BITALinMexico,soldtoHSBCin2002,Santande randBarclaysinBrazil),inadditiontotheban kinginstitutionthatthefamilycurrentlyown s Agrofinanzas(Mexico),whoseaimistoprovide financingsolutionsforindividualsandcorpo rationsintheagribusinesssector, sinternationalgrowthstrategy,theGroupacq uireda60%stakeinBancoSurinvest,aUruguaya nBankformedin1981byseverallargefinancial institutionssuchasIFC,Rabobank, sconfidenceinitssubsidiary,BanqueHeritag e(Uruguay) ,hasbeenreinforcedin2013withtheacquisiti onoftheretail, of the Family Office Heritage Finance & Trust SA in Lausanne, SwitzerlandTransfer of H

History and Background Banque Heritage is a family-controlled financial group with its headquarters in Geneva, Switzerland. It focuses on Private Banking and Asset Management activities

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