Wealth managers. Dedicated entrepreneurs.

Marcuard Heritage is an international wealth management group with a team of over 70 experts.

Quarterly Investment Letter 3rd Quarter 2026

To subscribe to our quarterly investment letter, please click here.

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.

Alternative Credit Letter July 2026

Rising Stars Maintain Q2 Lead in European Credit

  • European credit rating upgrades to investment grade outnumbered downgrades to high yield in the first half of 2026
    • 11 upgrades to investment grade (“rising stars”)
    • 3 downgrades to high yield (“fallen angels”)
  • Positive trend since 2022 continues

Our people. Our partners. Our best investment.

Investing in expertise and entrepreneurialism helps our people take their client relationships to the next level.

In Memory of Hans-Joerg Rudloff

We are saddened to share the passing of Hans-Joerg Rudloff.

Why presence matters

Michael Künzi on Marcuard Heritage’s expansion to Abu Dhabi – Marcuard Heritage