Marcuard Heritage Announces Strategic Expansion to Abu Dhabi

Marcuard Heritage is proud to announce the opening of its new office in ADGM, the international financial centre of Abu Dhabi, marking a pivotal milestone in its global expansion strategy. This strategic move, enabled by securing the prestigious 3C asset manager licence from the Financial Services Regulatory Authority (FSRA) of ADGM, underscores the firm’s unwavering commitment to establishing a strong presence in one of the world’s most dynamic and rapidly evolving financial hubs.

Since its inception, ADGM has quickly risen as a leading financial centre, attracting diverse financial institutions and fostering a dynamic environment for hedge funds and asset managers. Marcuard Heritage is poised to leverage this growth, enhancing its offerings in wealth planning, investment solutions, and private office services.

By bridging key markets across Asia and Europe, this expansion not only enhances our global footprint but also reaffirms its position as a leader in delivering bespoke wealth management services to an increasingly diverse client base. The new office provides access to ADGM’s robust regulatory framework and vibrant financial ecosystem, which has rapidly become a beacon for global asset managers and hedge funds.

Sinan Bodmer, Co-Founder of Marcuard Heritage, commented: “Obtaining the FSRA license is more than a regulatory milestone; it is a gateway to the opportunities offered by Abu Dhabi’s thriving financial environment. With this expansion, we look forward to providing tailored wealth management solutions that align with the evolving needs of our clients while contributing to the growth of the region’s financial sector.”

Arvind Ramamurthy, Chief of Market Development at ADGM, added: “ We are thrilled to welcome Marcuard Heritage to ADGM, further cementing its reputation as a leading global financial hub and its growing prominence as a leading wealth management hub. Marcuard Heritage’s decision to establish a presence here reflects the confidence international firms have in our robust regulatory framework, innovative ecosystem, and the strategic advantages Abu Dhabi offers. As we continue to attract top-tier financial institutions, ADGM remains committed to fostering collaboration, enhancing global connectivity, and driving the delivery of world-class financial solutions that support sustainable economic growth across the region.”

Marcuard Heritage’s new office is also focused on talent acquisition, leveraging the deep and diverse talent pool present within Abu Dhabi and the wider Middle East region. By attracting experienced relationship managers to complement its highly skilled team, the firm is poised to harness the expertise and regional insights that make this market a thriving hub for financial professionals. With a solid foundation built on independence, integrity, and global expertise, Marcuard Heritage is well-positioned to provide comprehensive wealth planning, innovative investment strategies, and private office services tailored to meet the unique needs of its diverse and discerning clientele. 

About Marcuard Heritage

Founded on principles of independence and integrity, Marcuard Heritage stands out as a boutique wealth management firm with a robust global presence, operating from Zurich, Singapore, Limassol, and now Abu Dhabi. Our approach integrates deep market insights and comprehensive wealth planning.

Our affiliation with Alpinum Investment Management underscores our capacity to innovate and deliver top-tier investment solutions. Together, we craft strategies that safeguard and enhance client wealth, ensuring generational continuity and peace of mind.

For further details, please visit our website or contact our Abu Dhabi office directly.

Contact Information:

Michael Kuenzi
Senior Executive Officer
Marcuard Heritage (Middle East) Ltd.
Office 2330, floor 23, Sky Tower
Shams Abu Dhabi, Al Reem Island, Abu Dhabi
United Arab Emirates

For the Arabic version of this press release, please click here.