About Capital Heritage

A private bank owned by no one but its founding families. That independence is not a detail of our structure; it is the reason clients trust us with capital meant to outlive them.

Our Mission

To manage, protect, and grow our clients’ wealth with complete independence — offering advice shaped by analysis rather than by products we have been asked to sell.

Our Vision

To remain the private bank that clients hand down to the next generation, known for judgment, discretion, and relationships that outlast market cycles.

Capital Heritage began as a single-family office and grew into a full private bank without losing the habits that origin instilled: patient capital, direct relationships, and decisions made by people who know the client personally. We serve private clients, families, institutions, and independent asset managers — each with the same standard of attention.

Our open-architecture model means we select from the whole market rather than a house product shelf. Nothing enters a client portfolio because it is ours; it enters because it is the right instrument for that mandate. Where we cannot add value, we say so — and that candour is what our clients tell us they value most.

Across wealth management, asset management, fund servicing, and pension planning, the offering is coordinated rather than compartmentalised. One team, one view of the client’s position, and one point of accountability for the whole of it.

Independently owned

Open-architecture investing

Direct access to decision-makers

Relationships across generations

From a Single Family Office to a Full Swiss Private Bank

What began as an arrangement to manage one family’s capital became, over three decades, an institution managing many. The scale changed; the governing principle did not — that wealth is best stewarded by people who are accountable, reachable, and in it for the long term.

Each stage of our growth has been deliberate. We have added capabilities when clients needed them and declined the ones that would have compromised our independence. That discipline is why we remain family-controlled today.

1998

Founded in Geneva as a single-family office, managing the wealth of the founding family.

2006

Granted a Swiss banking licence and converted into a fully licensed private bank.

2014

Opened offices in Zurich and Basel, and launched a dedicated platform for external asset managers.

2026

Four Swiss offices, three client segments, and a full private banking offering — still independently owned.

Years of independent stewardship

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Assets under management

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Client relationships

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Offices across Switzerland

The Principles Behind Everything We Do

Independence Ownership

sits with our founding families. No parent company, no external shareholders, and no quarterly pressure shaping the advice we give.

Stewardship

We treat client capital as something held in trust, not traded on. Preservation comes before performance, because a portfolio that cannot survive a bad decade never reaches the good one.