Banque Heritage reported a strong set of results for the first six months of 2026, with net operating income rising 9.1 percent year-on-year to CHF 43.8 million. Net profit increased by 16.4 percent to CHF 8.8 million, while the bank attracted CHF 265 million in net new money, lifting assets under management to CHF 6.2 billion at the end of June. 

Operating expenses rose 8.8 percent to CHF 33 million, reflecting investments in talent, technology and the continued expansion of the bank’s Family Office Services platform. 

Family offices take center stage

The emphasis on Family Office services was the central message accompanying the results. According to CEO Marcos Esteve, the bank’s entrepreneurial, independent and family-owned model continues to resonate with clients facing an increasingly complex geopolitical and economic backdrop.

He said demand for independent advice, long-term relationships and holistic wealth management solutions had strengthened, making Family Office Services one of the bank’s key strategic growth pillars. 

The positioning reflects a broader trend across Switzerland’s private banking industry. As traditional discretionary portfolio management becomes increasingly competitive, many smaller and mid-sized private banks are expanding into areas such as governance, succession planning, consolidated reporting and cross-generational advisory services for entrepreneurial families.

Further investments planned

Looking ahead, Banque Heritage said it would continue investing in its people, technology platform and wealth management capabilities during the second half of the year.

Celebrating its 40th anniversary in 2026, the Geneva-headquartered bank said its strong capital position and first-half performance leave it well positioned to continue executing its long-term growth strategy.