Wealth managers. Dedicated entrepreneurs.

Marcuard Heritage is a wealth management company with a team of over 60 experts.

Marcuard Heritage again elected amongst the top 50 IAMs of Switzerland

We are proud to be elected again by Citywire amongst the top 50 Independent Asset Managers (IAM) in Switzerland. This award is the reward for the sustainable services Marcuard Heritage provides for its esteemed clients since 2003. Read the full story here.

20 years Marcuard Heritage: A retrospective

In early September, we’ll be gathering in Zurich to celebrate our 20th anniversary. It will be a special moment to reflect on two decades of service to our loyal clients, pay tribute to our dedicated team, and express gratitude to our valued partners.

Protect what’s yours. Generation to generation.

Protecting your wealth is more complicated than ever. We help you navigate changing regulatory environments and unpredictable markets.

One advisor. One point of contact.

Whether you wish to delegate your investment decisions or play a more active role, we offer a best-in-class investment strategy and bespoke advisory services to meet your individual needs. And of course, we can assist you with private office services upon request and based on your individual needs.

Our people. Our partners. Our best investment.

Investing in expertise and entrepreneurialism helps our people take their client relationships to the next level.