Holistic wealth management
An independent, international approach to managing wealth
As an individual or family with a substantial net worth, your assets are likely spread across borders, structures, and institutions. Some may still be tied to a business, while others are diversified across asset classes and financial markets. Often, it is a complicated mix – difficult to track, let alone manage effectively.
That’s where we come in. At Marcuard Heritage, we specialise in long-term, holistic wealth management – a multi-faceted approach designed to consolidate oversight of your assets and simplify your financial life.
With expertise in select markets – Asia, Europe, Latin America, and the Middle East – our in-house investment team and partner network bring not only deep knowledge but also cultural understanding and regulatory insight in the jurisdictions where your wealth is held.
Our wealth planning solutions help structure your assets, manage complexity, and prepare for generational transitions. This includes everything from companies, trusts, and foundations to life insurance solutions and private label funds.
For your liquid assets, we offer personalized investment solutions tailored to your preferred approach: discretionary portfolio management based on an absolute or relative return strategy, or bespoke advisory services for those who wish to be more actively involved. If your assets remain with third-party financial institutions, we provide independent investment consultancy – including portfolio monitoring, consolidated reporting, and guidance on fees, performance, risks, and opportunities.
In addition, we offer tailored private office services upon request – helping your family manage personal projects such as relocation, real estate, education planning, or philanthropy.
A lasting relationship
At Marcuard Heritage, long-term relationships are at the core of everything we do. Every client works with a dedicated relationship manager and primary point of contact. This relationship is built on trust, integrity, loyalty, and a deep understanding of your individual situation, family dynamics, and long-term goals.
Your relationship manager works closely with our licensed in-house investment specialists, network of custodial banks, and select partners to ensure every aspect of your wealth is managed with care and precision. While investment advice is always provided by professionals within the relevant licensed entity, your relationship manager remains at your side – helping you navigate the complexity and ensuring you receive consistent, high-quality services wherever your wealth is held.
This model for holistic, international yet personal wealth management provides clarity, continuity, and control over your wealth, simplifying your financial life and providing peace of mind.
Questions?
Do you have any questions about our holistic approach? Don’t hesitate to contact us and we will be happy to provide you with more details.