Banque Heritage Expands Focus on Geneva and Zurich

The bank announced the appointments in a press release on Thursday. The new hires are:

Ksenija Benaroche – She has over 15 years of experience in Private Banking, including nine years managing Private Banking clients at JSC Baltic International in Riga and six years in asset management at Compagnie Bancaire Helvétique (CBH) in Geneva.

Marija Sarenac – With over 20 years of experience in wealth management for Private Banking clients, she has held senior positions at Credit Suisse, Deutsche Bank, and EFG in London, as well as Julius Baer and Liechtensteinische Landesbank (LLB) in Zurich.

Clara Bulgheroni – She has worked with family offices in Buenos Aires in Private Banking and as a relationship manager for high-net-worth clients in South America at Credit Suisse.

Roots in Commodity Trading

Banque Heritage is an independent Swiss private bank headquartered in Geneva, with branches in Basel, Sion, and Zurich, as well as a wholly-owned subsidiary in Montevideo, Uruguay. The bank traces its origins to the commodity trading industry, where its founding family businesses rank among the global market leaders.

The firm offers a wide range of services, including traditional Private Banking and asset management for its founding families, entrepreneurs, and individual clients, as well as external asset managers. The bank also provides family office and fund services.