Marcuard Heritage’s representative office in Moscow was established right from the outset to demonstrate our commitment to clients in this key market. It remains one of the cornerstones of our company today.
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.
You can accept or refuse our cookies by clicking on the corresponding buttons. If you would like to know more about our cookie policy, please check our Privacy & Cookies Statement.
