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Agnès Krafft Joins Banque Heritage to Lead Investment Solutions

With over 16 years of wealth management experience, Agnès Krafft has been appointed as the new Head of Investment Solutions at Banque Heritage. Moving from Edmond de Rothschild Asset Management, she will oversee the bank’s research, fund selection, and the strategic structuring of portfolios for its private and institutional clients.

Agnès Krafft Joins Banque Heritage to Lead Investment Solutions

Krafft brings a specialized background in hedge funds and emerging markets to the Geneva-based private bank. Her mandate includes refining the institution’s investment universe, specifically the selection of equities, bonds, and various investment funds to better align with the requirements of entrepreneurs and founding families. Her appointment follows a three-year tenure chairing the investment committee for the Edmond de Rothschild Group’s pension fund, bolstering the bank's capacity for complex cross-asset management.

Jean-Christophe Rochat, Chief Investment Officer at Banque Heritage, noted that Krafft’s technical background as an analyst and portfolio manager is critical to the firm’s broader strategy. An alumna of HEC Genève and a Certified International Wealth Manager, Krafft joins an institution that maintains an international footprint with offices in Zurich, Basel, Sion, and a subsidiary in Montevideo. Her arrival marks a push to deepen the bank’s tailored service offerings for independent asset managers and family offices.

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