Home Who we are.

International wealth managers. Dedicated entrepreneurs.

Marcuard Heritage is an international wealth management group serving clients with complex financial needs. We offer holistic wealth planning and bespoke wealth management and investment solutions in select markets – built around an entrepreneurial approach that pairs our proven wealth protection strategy with a personal touch.

About

Marcuard Heritage is an international wealth management group serving clients in select markets with complex financial needs.

Offices

With licensed offices in key global financial centres, we combine personalised service with deep market expertise – supporting our clients where they are while enabling more investment options.

Partners

To better serve our clients, we collaborate closely with a trusted network of affiliates and specialists – giving them access to broader expertise, deeper insights, and tailored solutions to help achieve their goals.

Board of Directors

Each of our offices is governed by a Board of Directors, which monitors our business and supports long-term strategic direction. Learn who they are and how to contact them.

Management

Dedicated management teams with decades of collective experience lead our locations around the world. Learn who they are and how to contact them.

History

Marcuard Heritage began with a vision: to build an independent wealth management firm focused entirely on the client’s best interest. That vision continues to shape our group today.