Entrepreneurs from the very outset.
Marcuard Heritage AG was founded in 2003 by Sinan Bodmer, Adrian Guldener and Hans-Joerg Rudloff, three Swiss bankers with many years of experience in financial advising and building client relationships that span generations. They believed there was a better way to serve clients – one based on independence and integrity and focused entirely on their clients’ best interests.
The entrepreneurs broke away from the traditional bank model to start a wealth management company that allowed them to cultivate even closer ties with their clients and assemble the local and international expertise needed to meet their clients’ financial needs.
That entrepreneurial spirit has been a guiding light on our journey from then to now.
Marcuard Heritage AG is founded in Zurich.
Marcuard Heritage AG receives FINMA license as
Marcuard Heritage is a wealth management company with an 19-year track record.