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Marcuard Heritage

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Company Profile

Marcuard Heritage is a highly integrated wealth management company with an international presence. Our focus on ultra high-net-worth-individuals drives us to provide sophisticated quality services. Our clients engage us for complex, demanding and time-intensive projects. Marcuard Heritage designs and implements holistic wealth management solutions in today’s complex regulatory environment. 

We have offices in Zurich, Moscow, London, Singapore and Limassol also through participation in Lugano and Geneva. We also offer fiduciary services jointly with the wealth manager Swisspartners. The Group also includes Alpinum Investment Management, an institutional asset manager licensed by Finma.

Founded: 2003
Employees: 50+

Marcuard Heritage AG, Zurich
FF Marcuard SA, Lugano 
Atlantis Marcuard SA, Geneva

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License(s) and Membership(s)
  • ASV-ASWM
  • OAD FCT
  • SAAM