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.
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.
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.
Whether you wish to delegate your investment decisions or play a more active role, we offer a best-in-class investment strategy and bespoke advisory services to meet your individual needs. And of course, we can assist you with private office services upon request and based on your individual needs.
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