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About

Marcuard Heritage is an international wealth management group serving high-net-worth individuals and families with complex financial needs. We offer holistic, international 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.

Your trusted independent, international wealth manager

With licensed offices in some of the world’s leading financial centres – including Zurich, Singapore, Limassol, and Abu Dhabi – we combine the global access of an international group with the personal service of an independent boutique. Our platform allows clients to hold assets across jurisdictions and benefit from our in-house team of over 15 investment specialists, while enjoying the continuity of a dedicated relationship manager who knows their full financial picture.

As an independent wealth manager, we are not limited to one institution’s products or investment strategies. And unlike banks, our in-house team has the flexibility to collaborate with our carefully selected and trusted network of affiliates, custodian banks, and research providers. This multi-partner approach allows us to stay agile – choosing the best options for each client, without constraint.