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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.

Our offices are strategically located to ensure proximity, access, and diversity.

  • Proximity: We believe personal service means being close to our clients – building lasting relationships based on integrity and trust.
  • Access: With licensed offices in Zurich, Singapore, Limassol, and Abu Dhabi, our clients have access to our international team of in-house investment specialists, who can develop bespoke solutions to meet their needs.
  • Diversity: Our group platform allows clients to diversify internationally while working with one dedicated relationship manager.

Zurich

As one of the world’s principal financial centres and home to many of the world’s leading banks, we leverage Switzerland’s strong banking tradition and long-standing reputation for stability and security while tapping into the city’s rich reservoir of financial talent and expertise.

Singapore

Ranked among the top global financial centres, Singapore is one of Asia’s premier locations for private banking and wealth management. Across two offices (Marcuard Heritage and Marcuard Heritage Trust), we ensure proximity to our Asian clients, access to Asian markets, and expertise in a well-developed financial infrastructure with a robust banking system and a strong regulatory framework.

Limassol

Cyprus is a European financial centre and wealth management hub, playing an increasingly important role as a strategic link between Europe and the Middle East. As an EU member, the country benefits from access to the European single market and the EU’s harmonised financial services regulations. From our licensed office in Limassol, we can manage assets and meet a variety of needs for our European clients.

Abu Dhabi

The Abu Dhabi Global Market (ADGM) is a rapidly growing international financial centre providing unique access to some of the world’s fastest-growing markets. It’s a dynamic hub for global finance, known for its innovative legal framework, robust regulations, and focus on key growth areas like FinTech, sustainable finance, and private banking. With our ADGM office, which is licensed to manage assets in the region, we are strategically positioned to capitalise on the massive transformation and expansion of wealth underway in the Gulf region and leverage our proximity to other growth markets in Asia and Africa. Our presence in Abu Dhabi also gives clients in the Middle East access to our bespoke wealth planning solutions and international platform.

Contact us.

Marcuard Heritage is set up to be closer to you and serve you better. Please contact the office nearest you.