Women who return to work after maternity or parental leave can face many hurdles. Although employers often claim to offer a healthy work-life balance, many young moms experience empty promises and fewer opportunities. Marcuard Heritage is breaking down barriers and building inclusive career paths so that young moms in part-time roles can keep working towards a bright future.
Marcuard Heritage AG has been granted the portfolio manager licence by the Swiss Financial Market Supervisory Authority (FINMA). As part of an internationally active financial group with already prudentially supervised sister companies in Europe, Singapore and Switzerland, it was always a strategically important goal for Marcuard Heritage AG to apply for the licence as early as possible.
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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