Wealth managers. Dedicated entrepreneurs.

Marcuard Heritage is a wealth management company with a team of over 60 experts.

20 years Marcuard Heritage: A retrospective

In early September, we’ll be gathering in Zurich to celebrate our 20^th anniversary. It will be a special moment to reflect on two decades of service to our loyal clients, pay tribute to our dedicated team, and express gratitude to our valued partners.

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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.

Wealth management

Wealth planning

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.

Our people. Our partners. Our best investment.

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

Why work with us?

What our people say.