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 our clients. Because only a sound understanding of the circumstances allows us to tailor solutions that precisely fit individual needs.“

What we do

To protect, to grow, to pass on to the next generation - Marcuard Heritage applies the best and most impartial methods to achieve these goals for its clients. By adhering to this philosophy Marcuard has succeeded in building up a reputation for excellence in an increasingly challenging financial environment.

Who we are

Important Information
for our Clients

Download PDF Files

Investment Letter

These documents are for informational purposes only and are not an offer to buy or sell any security or other investment. They are not addressed to any specific person and may not be used by anyone for any other purpose than pure information. They express no views as to suitability of the investments described herein to the individual circumstances of any recipient.

Any form of duplication or reprinting of the texts and graphics contained herein, including the saving or use on an optical or an electronic data processing medium is only permissible with the prior written approval of Marcuard Heritage. The utilization of the content of these documents or any parts of them by unauthorized third parties is prohibited.

Download PDF Files