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Marcuard Heritage

Singapore Zurich Moscow Limassol Auckland London

Wealth planning

Marcuard Heritage advises clients with complex asset portfolios based on their personal requirements and expectations.

Wealth planning

Wealth management

Marcuard Heritage protects the client’s assets in accordance with his own personal circumstances and risk tolerance.

Wealth management

“We place great emphasis on listening closely to clients in line with our belief that a sound understanding of circumstances allows tailored solutions that cater to individual needs.”

What we do

Marcuard Heritage strives protect and grow the assets of its clients before their eventual passing on to the next generation. This philosophy underpins Marcuard’s reputation for excellence in an increasingly challenging financial environment.

Who we are

Important Information
for our Clients

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Quarterly
Investment Letter

These documents are for informational purposes only and are not offering the opportunity to buy or sell any security or other investment. They are not addressed to any specific person and may not be used for any other purpose than pure information.  No views are expressed regarding the suitability of discussed investments to the individual circumstances of a recipient.

Any form of duplication or reprinting of the texts and graphics contained herein, including the saving or use of optical or electronic data processing mediums are only permissible with the prior written approval of Marcuard Heritage. The utilization of these documents’ contents or any of their parts by unauthorized third parties is strictly prohibited.

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