Marcuard Heritage wins 2021 Wealth Briefing award.
We are excited to share that Marcuard Heritage has won the category “Servicing Eastern European/Russian Clients” at the WealthBriefing Swiss EAM Awards 2021.
According to the panel of judges, one thing that sets us apart is our physical presence in Moscow, which gives us the necessary proximity to our clients. They were also impressed with our deep knowledge and expertise in the region and pointed out the importance of our professionalism and highly sophisticated compliance network.
In an interview with WealthBriefing, Patrick Stauber, CEO of Marcuard Heritage, said: “This accolade is very important to us. It shows us, our people, clients, and stakeholders that we are recognized as a winner by an independent and well-recognized organization like WealthBriefing. It also shows that our efforts over the past years and our investments are independently recognized and noticed by peers and by the industry.”
We are very proud of this award, which reinforces our vision to become the largest wealth manager in the region. It also reminds us why the industry considers us the top wealth manager for Eastern Europe and Russia.
Read the full interview in the March 2021 issue of ACCLAIM (pages 18-19).
Other recent interviews:
CEO Patrick Stauber on how Marcuard Heritage built a network of international clients (with Citywire Switzerland)
Client Advisor Alina Eckstein on going back to school, her multilingual background, and her specialization in Russian and Eastern European clients (with Citywire Switzerland’s Young Talents video series)