After many years in the Swiss banking industry, our founders felt constrained by the traditional model of wealth management. They believed success should be tied directly to their clients’ success – and sought a fairer, more transparent approach rooted in genuine, cross-generational relationships built on trust, honesty, independence, and entrepreneurial thinking.

Their vision remains the foundation of Marcuard Heritage today. Talented relationship managers with integrity and initiative have found their professional home here – supported by a collaborative culture and a flat structure that respects each manager’s relationships.

As a privately owned firm, we are not tied to any one bank, product platform, or research source. Instead, we work with a carefully curated network of custodian banks and investment partners around the world – giving you the flexibility to offer truly bespoke solutions and the freedom to adapt quickly to client needs and changing markets. Our straightforward revenue-sharing model aligns your success with your clients’ – and drives performance based on trust, not targets.

Whatever your clients require, at Marcuard Heritage, you remain their primary point of contact – backed by our international in-house team of investment specialists, presence in today’s top markets, and carefully selected network of external partners. This is wealth management the way it should be: independent, personal, international, and agile.

If you are experienced and passionate about what you do. If you are ready to leave the bureaucracy behind and take ownership of your success, we would love to hear from you.