What we think.
Don’t feel your age? You’re not alone. Older adults routinely report feeling 10 to 20 years younger than they actually are. Healthier lifestyles and advances in medicine are letting people over 50 be more active than ever. Here’s why we’re tapping into that energy to boost our business.
Marcuard Heritage proudly announces to have won the category “Servicing Eastern European/Russian Clients” in the Wealth Briefing Swiss EAM Awards 2021.
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.