Banque Heritage is further expanding its investment expertise. The Swiss private bank has appointed Agnès Krafft as its new Head of Investment Solutions, it said on Tuesday. With this appointment, the institution aims to strengthen its investment expertise and further develop its range of tailored investment solutions.

Krafft has more than 16 years of experience in wealth management. Her career has taken her, among other places, to Edmond de Rothschild Asset Management in Geneva, where she worked as an analyst and portfolio manager. Her areas of expertise include hedge funds and emerging markets.

Responsibility For The investment universe

In her new role at Banque Heritage, Krafft will be responsible for research as well as managing the investment universe. This includes, in particular, the selection of investment funds, equities and bonds.

The goal is to further develop the selection and structuring of investment products and align them more closely with the individual needs of clients.

Experience in Institutional Business as Well

In addition to her work in asset management, Krafft has experience in institutional investment business. From 2021 to 2024, she chaired the investment committee of the pension fund of the Edmond de Rothschild Group.

Jean-Christophe Rochat, chief investment officer (CIO) at Banque Heritage, particularly emphasizes her experience as an analyst and cross-asset portfolio manager. Her expertise strengthens the bank's ability to structure, select and implement investment solutions in line with its own investment strategy.

Krafft holds bachelor's and master's degrees from HEC Genève and is a Certified International Wealth Manager (CIWM). She is also a member of the Swiss Financial Analysts Association (SFAA).

Private Bank With an International Presence

Banque Heritage is headquartered in Geneva and also has branches in Zurich, Basel and Sion. Through a wholly owned subsidiary in Montevideo, the private bank also has a presence in Uruguay.

The institution, whose roots lie in commodity trading, serves affluent private clients, entrepreneurs and founding families. It also offers services for independent asset managers and family offices.