Quarterly Investment Letter 1st Quarter 2025
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Protect what’s yours. Generation to generation.
Protecting your wealth is more complicated than ever. We help you navigate changing regulatory environments and unpredictable markets.
One advisor. One point of contact.
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.
Sascha Steinmann joins the management of Marcuard Heritage AG
Marcuard Heritage aims to strategically develop its relationships with partner banks, supporting the company’s growth. Sascha Steinmann will take on this vital role as of December 1, 2024. He will also join the management team at Marcuard Heritage. Steinmann has over 20 years of experience in the independent asset management industry.
Our people. Our partners. Our best investment.
Investing in expertise and entrepreneurialism helps our people take their client relationships to the next level.
