What we value and how we serve our clients is what makes us stand out, but we’re certainly proud when our approach is recognized by others.

We know what we’ve accomplished. Our success speaks for itself. Accolades like these are a further testimony to our approach and achievements. And they motivate us to work harder and achieve more.

  • Wealth Briefing Swiss EAM 2021

    Marcuard Heritage wins in the Wealth Briefing awards Swiss EAM 2021, the category “Servicing Eastern European/Russian Clients”.

    Read the full article here.

  • Citywire top 50 IAMs

    Citywire, a leading financial publishing and information group, publishes a special issue featuring the Top 50 Independent Asset Managers (IAMs) in Switzerland every year. The issue focuses on Switzerland’s largest independent wealth managers, which manage combined client assets in excess of CHF 130 billion. In this challenging field of international players, Marcuard Heritage is proud to be counted among Citywire’s top 50 since 2019.

  • Investment Advisory Firm of the Years 2014 – 2020

    Since 2005 Corporate INTL has been leading the way connecting business leaders, financiers and advisers around the world. Corporate INTL’s annual awards mark excellence for the world’s leading advisers and financiers in an array of countries and continents around the globe. The awards commemorate those who have been successful over the past twelve months and who have shown excellence not only in expertise but in service. We are pleased that our office in Cyprus, Marcuard Heritage (Europe) Ltd., was recognized as the Investment Advisory Firm of the Years 2014 – 2020 in Cyprus.

    Corporate INTL’s Global Awards

Wealth management

We leverage our independence and expertise to provide investment, wealth planning and private office solutions to clients with complex financial needs.

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Investment solutions

Whether you wish to delegate your investment decisions or play a more active role, we offer a best-in-class investment strategy and bespoke advisory services to meet your individual needs.

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Wealth planning

A lasting legacy takes sound planning. Our solutions are designed to structure your wealth, manage your assets, prepare for transition and ultimately provide peace of mind.

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Private office

Sometimes personal plans and projects create an unwanted burden. We can assist you with private office services upon request and based on your individual needs.

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