Marcuard Heritage AG receives FINMA portfolio manager licence

Marcuard Heritage AG has been granted the portfolio manager licence by the Swiss Financial Market Supervisory Authority (FINMA). As part of an internationally active financial group with already prudentially supervised sister companies in Europe, Singapore and Switzerland, it was always a strategically important goal for Marcuard Heritage AG to apply for the licence as early as possible.

The management sees a competitive advantage to be amongst the first movers, as the FINMA licence may lead to new opportunities and ensures a foothold for the company but also potential new relationship managers.

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