Wealth managers. Dedicated entrepreneurs.

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

The anatomy of a rebrand

Have you ever wondered what a rebrand looks like? We know from first-hand experience, of course. But we thought it would be interesting and insightful to sit down with our branding agency, schneiterpartner AG, and ask them a few pointed questions about the process. Here’s what they had to say.

Marcuard Heritage AG receives FINMA licence

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.

Our values

From the very beginning, we have been guided by a set of core principles that still shape our company today.

Our awards

What we value and how we serve our clients is what makes us stand out, but we’re certainly proud when our approach is recognized by others.

Our commitment

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.

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.

Our people. Our partners. Our best investment.

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