Heritage And Partners S.A. is an adviser based in Geneva. It manages $7.18 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017.
Heritage And Partners provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Heritage And Partners S.A. is $7.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Heritage And Partners S.A. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Francois Oesch is high net worth individuals with 2 clients and $7.18 million of assets under management. Among the 5 most similar advisory firms, Heritage And Partners has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $7.18 million for 2 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Heritage And Partners doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Francois Oesch has been acting as President since 1 Dec 2016. Dustin Wayne Milne joined the executive team most recently as the Chief Compliance Officer.
The principal office where Heritage And Partners S.A. performs its advisory services is located at 61 A Route De Chene, Geneva, 1208, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 41 58 22 00 900 or by fax 41 58 22 00 901. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at heritagepartners.ch.