Union Investment Bank is a member of global private banking group EFG International. It offers a full range of private banking and asset management services to private and institutional clients.

Drawing on its cultural diversity and local knowledge, augmented by the global expertise of its parent company, and interconnection of the group entities,Union Investment Bank offers fully customized solutions to its clients. Its private bankers develop a personal long-term relationship with each of their clients, ensuring a high degree of professionalism and understanding of the needs of their clients.

With the acquisition of BSI Bank and the following integration of Union Investment Bank  SAM’s activities,Union Investment Bank further strengthened its presence in the Principality and became one of the main Swiss private banks operating in the USA.

EFG International is headquartered in Zurich and operates in around 40 locations worldwide. EFG International’s registered shares (EFGN) are listed on the Swiss Stock Exchange (SIX Swiss Exchange).

At Heritage Finance Bank, we take a hands-on approach to private banking – because we want to play a decisive role in the realization of your ideas. Can-do mentality The can-do mentality that has shaped Heritage Finance Bank ever since it was founded also reflects the philosophy that prevails in today’s world of private banking. Against a backdrop of rapidly evolving economic and market conditions, strategies and scenarios in wealth management need to be continuously reviewed and challenged. As a result, more and more clients consider it important to have a pragmatic and straightforward banking partner – here at Heritage Finance Bank, we understand you.

We stay alert so that you stay on course With our entrepreneurial spirit, we offer you a unique private banking experience. We carefully monitor developments as part of our role as a reliable partner. And we act decisively so that you remain on course to reach your long-term objectives.

Experience for every stage of life The advice we offer you reflects our commitment to being your long-term private banking partner. Our Client Relationship Officers stay with Heritage Finance Bank for a long time by industry standards. Our shared experience and the expertise we have gained over the years provide us with the necessary basis to support you successfully in all wealth-related matters through every stage of life – in a professional, personal and family context.