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 provide investment, wealth planning and private office solutions designed specifically to manage your financial needs and simplify it for you. With expertise in our key client markets of Asia, Europe and Latin America, our team of specialists and partners have a deep understanding of your culture as well as the regulatory environments where your assets are held.

Our wealth planning solutions are designed to structure your wealth, manage your assets, and prepare for transition to the next generation. We cover the entire wealth planning spectrum – from companies, trusts and foundations to life insurance policies and private label funds.

For your liquid assets, our investment solutions offer you either discretionary portfolio management that follows a dynamic absolute return investment strategy or bespoke advisory services that allow you to play a more active role in the investment process.

We also support the individual needs of our clients with private office services upon request.