What our people say.

We believe in our people, and they believe in us, too. But don’t take our word for it. Hear what they have to say.

It’s fascinating.

Before coming to Marcuard Heritage, I didn’t have the opportunity to be involved in such a broad range of topics and work with such a wide variety of experts. It’s fascinating. I especially enjoy the close collaboration – as a team we can do so much to fully meet the needs of our clients.

 

Peter Alder, COO l Head of Compliance, Switzerland. At Marcuard Heritage since 2012.

“More than just an employer.”

I have been able to grow and develop since my very first day at Marcuard Heritage because my colleagues have supported me both professionally and privately every step of the way. The trust they have placed in me and the independence I have make me feel valued. Marcuard Heritage is more than just an employer, it’s my family.

 

Carolin Zesiger | Executive Assistant, Switzerland. At Marcuard Heritage since 2013.

Marcuard Heritage is my home.

The quality and depth of our service is something that impressed me from day one, not to mention the freedom to manage my clients and drive my own success. It’s just the right fit for me and I’m really proud to be a part of it. My colleagues are my friends. And Marcuard Heritage is my home.

 

Michael Künzi l Head of Representative Office, Moscow. At Marcuard Heritage since 2013.

“My colleagues make the difference”

For me, it’s my colleagues who make the difference. From day one, I’ve felt part of a family – a unique group of people who inspire me each and every day of my professional journey.

 

Erika Casolari | Senior Client Advisor, Switzerland. At Marcuard Heritage since 2018.

“An exciting, forward-looking company”

Marcuard Heritage is an exciting, forward-looking company in an international environment. I enjoy working with and implementing state-of-the-art technology and helping my colleagues leverage that technology to support their clients. The added bonus is working in an open environment based on trust and with colleagues as dedicated as I am.

 

Michel Müller l Head of IT & Data Management, Switzerland. At Marcuard Heritage since 2015.

A small and agile business model.

Marcuard Heritage combines the best qualities of a small and agile business model with a professional corporate environment. This allows me to fully utilize all my skills across a broad mandate, which is much different than prior C-level roles at more traditional financial institutions. That is the ultimate motivator for me!

 

Alexis Xenophontos l CEO of Marcuard Heritage (Europe) Ltd, Cyprus. At Marcuard Heritage since 2009.

“What I always wanted”

When I worked at a bank, I was under constant pressure to sell products and meet targets. That was often frustrating and not in the best interest of my clients. At Marcuard Heritage, I am able to focus on my clients and act in their best interest, which is what I always wanted.

 

Yi Ting Joanne Tay | Assistant Client Advisor, Singapore. At Marcuard Heritage since 2020.

I wanted to escape the bureaucracy.

I made a conscious decision to move to an independent company. I wanted to escape the bureaucracy associated with traditional banks. Marcuard Heritage has allowed me to tackle new challenges – for both our clients and our people. I’ve never been so motivated in my life.

 

Patrick Stauber l CEO, Switzerland. At Marcuard Heritage since 2009.

Want to join us?

We’re always on the lookout for new talent to complement our team and add to our success. Review our job openings and apply if you see a good fit.

Go to job openings.

Our values

From the very beginning, we have been guided by a set of core principles that still shape our company today.

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Holistic approach

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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