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BANQUE HERITAGE

As a Swiss private banking group, we combine entrepreneurial spirit with deep-rooted family values. Originally founded as a family office, we have evolved into a leading wealth management group, remaining true to our heritage. Driven by passion, ambition and curiosity, we offer a range of comprehensive financial services and personalised...

BANCA CREDINVEST SA

Credinvest is an independent Swiss bank based in Lugano and Zürich. To fulfil the growing demand for personalized services, we set up specialized teams capable of offering tailor-made financial solutions. We offer a fully diversified multi-manager approach, an advisory and wealth management consultancy service, credit facilities and loans, as well...