Strategic network of custodians

At Marcuard Heritage, we view custodian banking relationships as a core element of wealth management. To support our clients’ diverse needs, we have built a trusted network of more than 25 banks and brokers in Switzerland and beyond.

This network is actively managed by senior members of our management team – including experts with decades of experience on the banking side. We maintain close ties with decision-makers, actively monitor service quality, and regularly evaluate our partnerships to ensure each institution meets our high standards. We also negotiate preferential custody and transaction fees, which we pass on directly to our clients.

Choosing the right custodian bank is critical – and the best choice depends on your specific needs. Whether you are financing real estate or other bespoke acquisitions, seeking a sophisticated trading platform, or prefer the personal attention of a boutique Swiss private bank, we help you find the right fit – and manage every detail. We liaise directly with your custodian, ensuring your requirements are met with professionalism and discretion.