Banque Heritage SA
Geneva, founded 1986. Family-controlled private bank serving high- and ultra-high-net-worth individuals, families and institutions; does not serve US persons.
Banque Heritage SASwiss bank account opening
We prepare the source-of-funds file and introduce you to a suitable Swiss bank.
High-net-worth individuals, family offices and institutional clients internationally, with networks across Switzerland, Israel, Asia, Eastern Europe and Latin America.
| Type | Private bank |
|---|---|
| Head office | Geneva |
| Founded | 1975 |
| Legal name | CBH Compagnie Bancaire Helvétique SA |
| Assets | CHF 16.3 billion (as of year-end 2024) |
| Employees | around 350 (2024) |
| Swiss offices | Geneva, Zurich, St. Moritz |
| Part of | Benhamou family |
| Capital ratio | 39.8% Tier 1 (2024) |
| Service languages | English, French |
| Regulator | FINMA (Swiss Financial Market Supervisory Authority) |
| Non-residents | Accepts international clients |
Yes. CBH Compagnie Bancaire Helvétique assesses each non-resident applicant on source of wealth, source of funds and risk profile, and runs an English-language service for international clients. The decisive factor is a documented source of funds, not nationality. Assemble the evidence (tax returns, sale or employment records, a clear paper trail) before you approach the bank.
| Requirement | Swiss resident | Non-resident |
|---|---|---|
| Typical minimum | CHF 250,000 – 500,000 | CHF 500,000+ |
| Identification | One meeting or a relationship manager | Usually one in-person meeting at the Swiss office |
| Indicative timeline | one to three weeks | two to six weeks |
| Remote opening | Sometimes | Rarely — usually one Swiss visit |
Deposits at CBH Compagnie Bancaire Helvétique, as at every Swiss bank, are covered by the Swiss depositor-protection scheme (esisuisse) up to CHF 100,000 per client, per bank. Securities held in custody remain the client's property and are segregated from the bank's own balance sheet, so they are returned in full even if the bank fails. CBH Compagnie Bancaire Helvétique is supervised by FINMA, and reports a capital ratio of 39.8% Tier 1 (2024).
| Agency | Rating | As of |
|---|---|---|
| S&P | BBB / A-2 | 2024 |
As a private bank, CBH Compagnie Bancaire Helvétique is built for substantial, advised relationships rather than a simple transactional account. It suits a non-resident with investable assets who wants wealth management alongside banking and can meet a private-banking entry level.
If you would rather have this handled than explained, we prepare the source-of-funds file and introduce you to a suitable bank, and we can incorporate the company an account often sits behind. You can also compare CBH Compagnie Bancaire Helvétique with 35 other Swiss banks.
Official website: CBH Compagnie Bancaire Helvétique.
Geneva, founded 1986. Family-controlled private bank serving high- and ultra-high-net-worth individuals, families and institutions; does not serve US persons.
Banque Heritage SAGeneva, founded 1805. Private clients and institutional investors through wealth management, asset management and asset servicing; no investment banking or commercial lending.
Pictet GroupGeneva, founded 1796. Private clients and institutions across wealth management, asset management and banking technology for other financial institutions.
Lombard OdierWe prepare the source-of-funds file and introduce you to a suitable Swiss bank.
Swiss bank account opening: Explore this serviceIncorporate the entity the account will sit behind, with real substance.
Swiss company formation: Explore this serviceA thirty-minute confidential conversation, in any of our five working languages. No fee, no obligation, no boilerplate.