Sascha Steinmann: «Marcuard Heritage Offers a Greater Scope to Shape Things»

In a recent interview, Sascha Steinmann from Marcuard Heritage discusses the changing landscape of wealth management, influenced by rising regulations and margin pressures. He highlights how independent wealth managers are stepping in to meet the needs of both Ultra-HNWIs and HNWIs, particularly as younger, first-generation wealthy clients seek more tailored, transparent services. To explore these industry shifts and what lies ahead, read the full article in English here and in German here