Entrepreneurs from the very outset.

Marcuard Heritage AG was founded in 2003 by Sinan Bodmer and Adrian Guldener, two Swiss private bankers with decades of experience in financial advising and building client relationships that span generations.

They believed there was a better way to serve clients – one rooted in integrity, independence, and an inherent focus on their clients’ best interests. Breaking away from the traditional bank model, they launched Marcuard Heritage as a boutique wealth planning and management company based in Zurich, Switzerland.

Freed from institutional constraints, they were able to cultivate closer ties with their clients and build a flexible, open platform – one that combined local insight and personal proximity with international expertise to meet complex financial needs.

Today, their entrepreneurial spirit lives on. We continue to build on the strong foundation they created, expanding across borders while staying true to the principles that defined us from the start.