Safeguarding wealth – generation to generation

In today’s complex financial landscape, managing substantial wealth requires more than expertise – it demands a holistic and personalized approach. At Marcuard Heritage, we understand the intricacies involved in protecting and growing your assets to build a lasting legacy for future generations.

Protecting wealth is more complicated than ever.

A wealth of value

At Marcuard Heritage, wealth management centers around trust and loyalty. That’s why we place high value on the open and honest relationship our advisors have with their clients. Our advisors are your one point of contact, dedicating their careers to serving your financial needs by developing an intimate understanding of your individual situation, family dynamics, and long-term objectives.

Our philosophy combines personalized service with specialized market expertise. Our advisors are backed by a team of over 60 wealth and financial management specialists who navigate the complexities of market-specific legal and regulatory environments from our offices in Zurich, Singapore, and Limassol. Together, we develop the best solutions to meet each client’s unique needs.

Complete wealth management from a single source

Whether your wealth is concentrated in a business or diversified across various financial asset classes, we know how daunting it can seem to efficiently structure and actively manage these assets. Our holistic approach ensures you have a clear and comprehensive overview of your wealth, simplifying the complexity and creating continuity. This reduces the burden on you and your family and provides peace of mind. You’ll sleep better knowing you maintain control and can more easily plan for the future.

A lasting legacy takes sound planning

Our wealth planning solutions are designed to structure wealth, manage assets, and prepare for the transition to the next generation. We cover the entire wealth planning spectrum – from companies, trusts, and foundations to life insurance policies and private label funds.

Best-in-class investment solutions

We offer discretionary portfolio management solutions for bankable assets that follow a dynamic absolute return or a customized relative return investment strategy. If you wish to play a more active role in the investment process, you can take advantage of our bespoke advisory services, which are tailored precisely to your needs and preferences.

Private office services

Beyond financial management, we support personal plans through our private office services. From real estate transactions and relocations to education planning and significant purchases, our specialists work closely with your personal advisor to handle these projects efficiently and according to their wishes.

Our solutions combine best-in-class products and proactive risk management to avoid sharp drawdowns and maintain consistent, long-term growth.

In summary: Our approach is better than your bank

  • Holistic – Wealth management from a single source
  • Personal – One dedicated advisor
  • Loyal – Trust built on genuine relationships
  • Independent – Best-in-class investment instruments and multiple custodian banks
  • Transparent – Clear, consolidated reporting
  • Agile – Flat organization that responds rapidly
  • Aligned – Our success is tied to yours

Join our journey to a lasting legacy

At Marcuard Heritage, we are much more than financial advisors and portfolio managers. We are partners in your financial journey, dedicated to safeguarding your wealth and ensuring it grows for generations to come.

Learn more about how we can help you achieve your financial goals with confidence and clarity – or contact us today!