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Your personal wealth requires constant monitoring and sophisticated solutions – and that can be both time-consuming and burdensome to manage on your own.
We take great care to recognise the distinctive priorities held by each of our clients, and build with them a portfolio that maps to their specific requirements, always avoiding the application of generic solutions.As part of the Bank’s international growth strategy, the Group acquired a 60% stake in Banco Surinvest, a Uruguayan Bank formed in 1981 by several large financial institutions such as IFC, Rabobank, and HSBC. The Group’s confidence in its subsidiary, Banque Heritage (Uruguay) S.A., has been reinforced in 2013 with the acquisition of the retail, commercial and corporate banking operations from Lloyds TSB Bank plc. "We offer a harmonized range of banking activities to a new generation of clients for whom we aim to combine the wisdom of experience with the highest order of day-to-day financial intelligence." Marcos Esteve - CEO "We offer a harmonized range of banking activities to a new generation of clients for whom we aim to combine the wisdom of experience with the highest order of day-to-day financial intelligence." Marcos Esteve - CEO Banque Heritage grew out of the trust inherent in strong family relationships.TMF Switzerland provides a one-stop shop for all of your compliance needs.We can help you with everything from setting up the most appropriate type of entity, trust or foundation, to ongoing management, accounting, corporate secretarial, tax compliance, payroll and HR services.