Our people. Our partners. Our best investment.
Investing in expertise and entrepreneurialism helps our people take their client relationships – and their careers – to the next level.
At Marcuard Heritage, we bring together a team of highly talented specialists and relationship managers and provide the tools they need to succeed – an approach that has built a professional home for entire careers.
This culture doesn’t happen by coincidence. We understand that client relationships matter most – and that acting entirely in the client’s best interest can make a lasting difference. That’s why we offer an international platform designed for independence and entrepreneurial thinking. Our relationship managers maintain full ownership of their client relationships and benefit from the freedom to choose the most suitable custodians, products, and partners to meet their clients’ needs.
Our model is backed by an international team of in-house experts in wealth planning, investment solutions, portfolio management, and compliance – as well as a strategic network of trusted custodians and specialist partners. It’s a platform built not just to support success, but to elevate it.
