What we think.
Women who return to work after maternity or parental leave can face many hurdles. Although employers often claim to offer a healthy work-life balance, many young moms experience empty promises and fewer opportunities. Marcuard Heritage is breaking down barriers and building inclusive career paths so that young moms in part-time roles can keep working towards a bright future.
Marcuard Heritage AG receives FINMA licence
Marcuard Heritage AG has been granted the portfolio manager licence by the Swiss Financial Market Supervisory Authority (FINMA). As part of an internationally active financial group with already prudentially supervised sister companies in Europe, Singapore and Switzerland, it was always a strategically important goal for Marcuard Heritage AG to apply for the licence as early as possible.
We’ve assembled a team of over 60 wealth and financial management specialists across four locations to combine personalized service with specialized market expertise.
From the very beginning, we have been guided by a set of core principles that still shape our company today.
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.
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.