Founded as a family office in 1986, Banque Heritage grew into a global financial firm focused on private banking, asset management and merchant banking. From its roots as a discreet Swiss Bank, the firm has expanded across Europe, Asia and South America.

The Dreisbach Group, along with London-based Couper and Partners, was engaged to re-envision the brand and position the firm as a leader across key markets. We began with their story, articulating the mission, vision and values of each division and how they integrated into the broader organization. We reviewed all existing client touchpoints, interviewed key executives and developed a global communications strategy.

We delivered a comprehensive brand positioning and style guide, an image library and a full suite of collateral and templates for use across the organization. Additionally, we wrote, designed and developed their website as well as an automated Powerpoint slide library to ensure that every banker had the tools at his or her disposal to rapidly create consistently-branded pitchbooks, research reports and factsheets incorporating all brand elements, core messaging and required legal disclaimers.