Heritage & Partners SA
Route de Chêne 61A, 1208 Geneva, Switzerland
T: 41 58 22 00 900 F: +41 58 22 00 901
Minimum amount of investment:
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 customized 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.
Adrian Vogel, Founding Partner, CEO
I am a co-founder of Heritage & Partners SA. Prior to joining Heritage & Partners SA, I was a Senior Banker at J.P. Morgan (Suisse) SA, covering Swiss-based UHNW clients. Before joining J.P. Morgan in 2011, I 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, I worked at Credit Suisse AG where I established and subsequently headed an Advisory team dedicated to UHNW clients. In this role, I was also a member of several Investment Committees.
Born and educated in Geneva, I speak French, German, English, and Italian.