Personalised investment solutions

Strategy. Advisory. Consultancy.

Financial markets are unpredictable, which means protecting your wealth requires more than a static strategy. At Marcuard Heritage, our investment solutions are designed to help you navigate volatility, manage risk, and achieve long-term growth.

Depending on your preferences, we offer three levels of engagement: discretionary portfolio management, bespoke investment advisory, and independent consulting services.

Discretionary portfolio management

Our discretionary portfolio management is built on dynamic, hands-on absolute or relative return strategies. As an independent asset manager with an international network of offices and partners, we combine best-in-class products, active risk management, and full flexibility to respond to changing market conditions. Our goal is to avoid sharp drawdowns, preserve capital, and deliver stable returns over the long term. And because our success is tied directly to yours, our incentives are always aligned with your best interests.

Investment advisory

If you prefer to make your own investment decisions, we provide tailored advisory services to support you. This includes risk evaluation, strategy guidance, and careful assessment of each opportunity based on your objectives – all informed by our decades of experience and international market expertise. You stay in control, while benefiting from our perspectives and insights.

Investment consultancy

For clients with assets held across multiple third-party institutions, we offer independent consulting services to provide clarity and oversight. We consolidate your portfolios into a clear, comprehensive report – including all positions, fees, and performance data. This allows us to assess overall portfolio efficiency, identify opportunities, and help you make better-informed decisions, without changing custodians.