Marcuard Heritage AG

Wealth managers. Dedicated entrepreneurs.

What we do

You have worked hard to get to where you are today. There were risks and challenges. You want to preserve the wealth you have built, make sure it grows, and prepare it for the next generation. But your wealth is difficult to manage. It comprises complex structures across numerous jurisdictions with diverse regulatory requirements and involves multiple financial institutions and service providers.

At Marcuard Heritage, we sift through the complexity and simplify it for you. We structure and actively manage your assets, allowing you to regain control of your wealth and reduce the burden on you and your family. Regardless of where your assets are located, we make sure you get a clear and consolidated overview and understand what fees you are paying and to whom.

What we value is right in our name: Your heritage.

About us:

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.

A local presence allows us to develop and maintain close relationships with our clients. This continuity builds trust and ensures we fully understand our clients’ needs and goals.

Our locations also give us the capabilities to navigate the complexities of market-specific legal and regulatory environments and offer even more solutions to meet our clients’ complex financial needs.Zurich is one of the world’s principal financial centers and home to many of the world’s leading banks. We not only benefit from the country’s long banking tradition and historically stable economy, we are able to tap directly into a rich reservoir of financial talent and expertise.

Marcuard Heritage AG was founded in 2003 by Sinan Bodmer, Adrian Guldener and Hans-Joerg Rudloff, three Swiss bankers with many years of experience in financial advising and building client relationships that span generations. They believed there was a better way to serve clients – one based on independence and integrity and focused entirely on their clients’ best interests.

The entrepreneurs broke away from the traditional bank model to start a wealth management company that allowed them to cultivate even closer ties with their clients and assemble the local and international expertise needed to meet their clients’ financial needs.

That entrepreneurial spirit has been a guiding light on our journey from then to now.

Why Work with us?

At Marcuard Heritage, we bring together highly talented professionals and provide the tools they need to succeed – an approach that has built a professional home for entire careers.

This culture doesn’t come by coincidence. We understand that client relationships matter most. And that acting completely in the client’s best interest can truly make a difference. We provide a platform for independence and entrepreneurialism – one that respects the primacy of client relationships and allows our people to take ownership. All backed by a complete range of investment and wealth planning solutions and a strong team of experts and partners to implement and manage them.