SPBIX
Banque Heritage was recognised among the leading Swiss private banks in the Swiss Private Banking Identity Index (SPBIx), ranking 1st in Identity Score, 2nd among mid-size and boutique banks, and 3rd in Suisse Romande.
The SPBIx is a benchmark that evaluates how effectively private banks define and activate their brand identity, based on a rigorous and transparent analysis of nearly 30 criteria covering positioning, purpose, values and market expression.
2026 WealthBriefing Swiss Awards
Banque Heritage was recognised at the WealthBriefing Swiss Awards for its onboarding programme for External Asset Managers and for its Client Initiative. These distinctions highlight the Bank’s ability to deliver tailored, transparent and flexible solutions, combining an agile partnership model with a transformed platform that enhances client experience, accelerates onboarding and credit decisions, and supports sustainable growth in private banking.
Great Place to Work
Banque Heritage is proud to be certified Great Place to Work® Switzerland 2025.
This recognition reflects a corporate culture built on trust, commitment and genuine consideration for every individual. It also highlights the importance we place on fostering a supportive, stimulating and collaborative working environment, where atmosphere and human relationships play a central role.