Investment

As a client of Marcuard Heritage your assets will be managed by our team of investment professionals in Zurich and the U.S. You will have at your disposal the advantages of an investment management culture defined by a fixed strategic asset allocation with dynamic changes within each asset class. Based on your specific investment objectives, we can manage your portfolio in any reference currency and provide extremely competitive long term results with low volatility through diversification into more than 10 global asset classes. We bring all clients an unmatched, fully audited track record in money manager selection, ensuring you of the most talented money managers in the world. And to assure complete objectivity and independence, we do not accept any fees or commissions from the managers we select.

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