The anatomy of a rebrand
Have you ever wondered what a rebrand looks like? We know from first-hand experience, of course. But we thought it would be interesting and insightful to sit down with our branding agency, schneiterpartner AG, and ask them a few pointed questions about the process. Here’s what they had to say.
Marcuard Heritage AG receives FINMA licence
We’re pleased to announce that the Swiss Financial Market Supervisory Authority (FINMA) has granted a portfolio manager licence to Marcuard Heritage AG.
Why flexible work is shaping the post-pandemic workplace
Can a wealth management company function properly in a work-from-home environment? The last two years have answered this question with a resounding “yes.”
We’ve assembled a team of over 60 wealth and financial management specialists across four locations to combine personalized service with specialized market expertise.
From the very beginning, we have been guided by a set of core principles that still shape our company today.
What we value and how we serve our clients is what makes us stand out, but we’re certainly proud when our approach is recognized by others.
At Marcuard Heritage, we are not only committed to our clients, we are also dedicated to our communities. That’s why we, both as a company and as individuals, support non-profit organizations dedicated to local social.