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Marcuard Heritage

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Company Profile

Marcuard Heritage is a wealth management company with a team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for clients with complex financial needs.

We have offices in Zurich, Moscow, 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
  • SAAM