Protect what’s yours. Generation to generation.
Protecting wealth has never been more complex – especially when it spans borders, markets, and regulatory requirements. We help you navigate this landscape with clarity and confidence. With properly structured, holistically managed solutions, you can seize opportunities and safeguard your legacy.
What we do is in our name
Our purpose is right in our name: Marcuard Heritage is about Your Heritage. Our bespoke wealth management – combining international reach with personal service – is fully focused on protecting your legacy, generation to generation.
You have worked hard to get to where you are today. There were risks and challenges. You want to preserve your wealth, watch it grow, and plan for future generations. But your assets are complex and difficult to manage – spread across borders, subject to diverse regulations, and managed by multiple financial institutions and service providers.
At Marcuard Heritage, we sift through the complexity and simplify it for you. We structure and actively manage your assets, allowing you to regain control of your wealth and reduce the burden on you and your family. Regardless of where your assets are located, we provide a clear and consolidated overview, ensuring you know where you stand at all times and understand the fees you are paying and to whom.
A global platform with a personal touch
At the heart of our model is simplicity – one dedicated relationship manager who serves as your primary point of contact, no matter how complex your wealth or how global your holdings. Our clients value knowing that they can rely on long-term relationships when it comes to coordinating their financial affairs.
As an independent wealth manager, we are not tied to any single bank, product, or source of information. Instead, we collaborate with a carefully selected network of custodian banks, investment specialists, and research institutes. This gives you access to a broad universe of opportunities, the flexibility to adapt as markets evolve, and the freedom to diversify across jurisdictions – always guided by expert advice from the relevant licensed entity in our group.
With offices in Zurich, Singapore, Limassol, and Abu Dhabi, our group platform allows you to hold assets wherever it makes sense for you – while maintaining the consistency and trust that comes from working with one relationship manager who has an intimate understanding of your full financial picture and coordinates with our in-house experts accordingly.
Learn more about our personal yet international approach to holistic wealth management – and our comprehensive range of solutions in wealth planning, investment, and private office, as well as our network of custodian banks.