Automated data feed & API for daily transactions, positions and eDocs
Founded 40 years ago, Banque Heritage was initially created to manage the wealth of an entrepreneurial family with deep roots in international commodities trading, from cotton to coffee and cocoa. To address the growing complexity of managing entrepreneurial wealth, the family established its own Family Office in 1986. It quickly evolved into a multi-family office serving other entrepreneurial families with similar needs.
Founded over 200 years ago in Neuchâtel, Switzerland, Bonhôte & Cie is a bank that has never lost sight of the interests of the people it serves. Over the years, the bank has evolved as have its board and clients, but the team of more than 100 employees remains committed to the values that have shaped Bonhôte’s success: providing clients with exceptional service and helping them enjoy the meaningful moments life has to offer.
To accelerate their vision, Quilvest partnered with WIZE, a like-minded innovator in financial technology. The objective: to offer clients a seamless, fully digital, and highly personalized experience—without compromising on the values of performance, independence, and partnership that have defined Quilvest since its foundation
When you picture a multi-family office, do you imagine a sleek website, a dog as Chief Welcoming Officer, and a family leading the business? That’s the story of NewOak — a forward-thinking multi-family office that combines ambition with pragmatism to serve families across generations.
Founded in 2002, in the heart of Zurich’s financial district, Invest Partners is a well-established and trusted platform for independent portfolio managers. For over a decade, it has provided tailored services, infrastructure, and regulatory support to enable their partners to focus on what they do best: managing client wealth.
Having established a solid foundation, Ptarmigan Capital harbours ambitions of rapid yet sustainable growth, demonstrating their commitment to expanding their operations and strengthening their position in the investment landscape.
Following its foundation in 2009, Cité Gestion has been in constant expansion. Its unique business model combines the status of a Private Bank with that of an independent wealth manager. Cité Gestion has shown impressive growth with offices in Geneva, Zurich, Lausanne and recently in Lugano.
Navera wanted to make its internal system more efficient, more quickly reconcilable and consolidated to unify the tool for all their custodians, including Pictet.
Based between Luxembourg and Brussels, Family Partners is a multi-family office founded in 2009. The young and motivated team puts its energy at the service of the clients.
TELOMERE needed a multifunctional platform that could offer reporting as well as portfolio management and portfolio simulation.
