![Carlos Esteve](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Carlos Esteve
Fondateur chez
Banque Heritage SA (Alternative Investment)
Fortune : 32 137 $ au 31/05/2026
Profil
Carlos Charles Esteve was the founder of Banque Heritage SA, founded in 1986, where the title held was Deputy Chairman of Board of Directors in 2011.
Mr. Esteve was the founder of Banque Heritage SA (Alternative Investment), founded in 1986, holding the title of Deputy Chairman of Board of Directors since 2017.
Mr. Esteve is currently Director at Banque Heritage (Uruguay) SA. Formerly, Mr. Esteve was Director at GAM Holding AG from 2023 to 2026.
Mr. Esteve completed graduate studies at HEC Lausanne.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
GAM HOLDING AG 0,03 % | 31/12/2024 | 370 371 ( 0,03 % ) | 32 137 $ | 31/05/2026 |
Postes actifs de Carlos Esteve
| Sociétés | Poste | Début |
|---|---|---|
Banque Heritage SA (Alternative Investment)
 Banque Heritage SA (Alternative Investment) Investment ManagersFinance Banque Heritage SA (Alternative Investment) is an active manager which focuses on capital preservation and integral risk management to construct tailored portfolios of hedge funds. The firm develops tailored portfolios to meet client investment objectives, considering short- and long-term goals and providing strategic planning and tactical advice to ensure that investment objectives are continually being addressed. They leverage their range of internal asset management resources and network of qualified external managers, aiming to deliver diversified portfolios of alternative investments. | Fondateur | 01/01/1986 |
Banque Heritage (Uruguay) SA
 Banque Heritage (Uruguay) SA Regional BanksFinance Provides banking services | Directeur/Membre du Conseil | - |
Anciens postes connus de Carlos Esteve
| Sociétés | Poste | Fin |
|---|---|---|
| GAM HOLDING AG | Directeur/Membre du Conseil | 12/05/2026 |
Banque Heritage SA
 Banque Heritage SA Investment ManagersFinance Banque Heritage combines the creative possibilities of an open architecture investment offering with a focus on capital preservation to generate long-term absolute returns. The firm focuses on high-quality independent research to develop and source investment opportunities for clients. Their cohesive approach to portfolio management facilitates the creation of tailor-made portfolios from a selection of top-tier investment managers across Europe, North America and Asia. Banque Heritage creates portfolios with specific characteristics, designed to provide an array of traditional and alternative investment opportunities to address each client’s specific asset allocation. They utilize bottom-up research and top-down asset allocation. | Fondateur | 01/01/2011 |
Formation de Carlos Esteve
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
22
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
GAM Holding AG
 GAM Holding AG Investment ManagersFinance Operates as a global asset management firm | Finance |
Banque Heritage SA
Banque Heritage SA Investment ManagersFinance Banque Heritage combines the creative possibilities of an open architecture investment offering with a focus on capital preservation to generate long-term absolute returns. The firm focuses on high-quality independent research to develop and source investment opportunities for clients. Their cohesive approach to portfolio management facilitates the creation of tailor-made portfolios from a selection of top-tier investment managers across Europe, North America and Asia. Banque Heritage creates portfolios with specific characteristics, designed to provide an array of traditional and alternative investment opportunities to address each client’s specific asset allocation. They utilize bottom-up research and top-down asset allocation. | Finance |
Banque Heritage (Uruguay) SA
Banque Heritage (Uruguay) SA Regional BanksFinance Provides banking services | Finance |
Banque Heritage SA (Alternative Investment)
Banque Heritage SA (Alternative Investment) Investment ManagersFinance Banque Heritage SA (Alternative Investment) is an active manager which focuses on capital preservation and integral risk management to construct tailored portfolios of hedge funds. The firm develops tailored portfolios to meet client investment objectives, considering short- and long-term goals and providing strategic planning and tactical advice to ensure that investment objectives are continually being addressed. They leverage their range of internal asset management resources and network of qualified external managers, aiming to deliver diversified portfolios of alternative investments. | Finance |
HEC Lausanne
 HEC Lausanne Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
