Carlos Esteve

Operates as a global asset management firm

Banque Heritage combines the creative possibilities of an open architecture investment offering with a focus on capital preservation to generate long-term absolute returns. The firm focuses on high-quality independent research to develop and source investment opportunities for clients. Their cohesive approach to portfolio management facilitates the creation of tailor-made portfolios from a selection of top-tier investment managers across Europe, North America and Asia. Banque Heritage creates portfolios with specific characteristics, designed to provide an array of traditional and alternative investment opportunities to address each client’s specific asset allocation. They utilize bottom-up research and top-down asset allocation.

Provides banking services

Banque Heritage SA (Alternative Investment) is an active manager which focuses on capital preservation and integral risk management to construct tailored portfolios of hedge funds. The firm develops tailored portfolios to meet client investment objectives, considering short- and long-term goals and providing strategic planning and tactical advice to ensure that investment objectives are continually being addressed. They leverage their range of internal asset management resources and network of qualified external managers, aiming to deliver diversified portfolios of alternative investments.

Functions as a College/University