What services do you offer?

We offer bespoke investment management, financial planning, estate planning, tax optimization, philanthropic advisory, relocation solutions, and family office services, tailored to the needs of ultra high net worth individuals.

What is your investment philosophy?

Our investment process is guided by a systematic and rules-based philosophy. We combine our partners' expert research with our own in-house research, experience and judgement, to find the best opportunities for our clients.

Our long-term approach helps minimize the risk of portfolios while maximizing returns.

Do you only provide financial solutions?

No, our 360-degree philosophy ensures we provide our clients with an array of different services, seeking to match all their financial needs under one roof.

Our specialized services include fine art collections, other collectibles, as well as property and lifestyle management.

Who are Marcuard's Clients?

We work for wealthy individuals and their families, including athletes and artists.

Why should I become a Marcuard client?

Marcuard's advisors and team have worked and held leadership positions in the most recognized financial firms in the world, and offer clients expert and means-tested advice to generate performance.

Marcuard has low and transparent fees, further boosting performance.

Having an expert whose interests always align with yours (thanks to his independence from banks) allows you to have accounts in different banks globally, yet maintaining centralized control over all of them, minimizing fees and avoiding any suboptimal investments.

What makes you different?

We leverage our network to gain our clients access to some of the most exclusive financial solutions, including hedge funds, private equity, or other alternative investment opportunities.

We are known for our transparent and reasonable fee structure, as well as for our unmatched service. Communication is at the core of everything we do, and our clients benefit from our accountability, responsiveness, and flexibility.

At Marcuard, you talk with the owners, who are always just one phone call away.

How does Marcuard tailor its services to meet the needs of each family?

We begin with an in-depth assessment of the family's financial situation, goals, and values. Our team of experts then creates a customized strategy that encompasses all aspects of wealth management, ensuring that every service aligns with the family’s objectives and dynamics.

What services does Marcuard offer to family offices?

Marcuard provides comprehensive services including investment management, estate and succession planning, tax optimization, risk management, and philanthropic advisory. We also offer administrative support, financial reporting, and consolidated performance tracking.

I am a first generation entrepreneur who's concerned with the transmission of my company to my children, can you help?

Yes, many of our clients have built successful companies that they would like to see continue growing, and have come to us for advice to pass the company on to the next generation. Marcuard's main objective is to consolidate our clients' legacy, and children are absolutely a part of it.

How do you handle succession planning and intergenerational wealth transfer?

We develop tailored succession plans that ensure a smooth and tax-efficient transfer of wealth across generations. Our strategies include setting up trusts, creating family governance structures, and educating the next generation on wealth stewardship.

Can Marcuard assist with philanthropic initiatives?

Yes, we offer strategic philanthropic advisory services to help families develop and implement effective giving strategies. This includes establishing charitable foundations, managing donations, and aligning philanthropic efforts with the family’s values and goals.

How do you integrate financial and non-financial goals in your planning?

We take a holistic approach to wealth management, integrating financial objectives with non-financial goals such as legacy planning, family governance, and philanthropy. This ensures a well-rounded strategy that addresses all aspects of the family’s wealth and values.

What are the benefits of joining Marcuard as an independent wealth manager?

Joining Marcuard allows you to leverage our robust infrastructure, regulatory licenses, and established reputation. You benefit from our comprehensive support services, including compliance, IT, and back-office operations, enabling you to focus on client relationships and growth.

How does Marcuard support independent wealth managers?

We provide a full suite of support services such as compliance management, cutting-edge IT solutions, marketing support, and access to a wide range of investment products and research. Our infrastructure is designed to help you serve your clients more effectively and efficiently.

What infrastructure does Marcuard provide to independent wealth managers?

We offer a robust infrastructure that includes advanced portfolio management systems, secure client communication platforms, and comprehensive back-office support. This infrastructure helps streamline your operations and enhances service delivery to your clients.

Can I maintain my independence while partnering with Marcuard?

Yes, you can maintain your independence while benefiting from Marcuard’s resources and support. Our model is designed to empower independent wealth managers, allowing you to retain control over your client relationships and business operations.

What investment products and research does Marcuard offer?

Marcuard provides access to a diverse range of investment products, including bespoke and traditional investments, and comprehensive research. Our research partners deliver in-depth market analysis, investment insights, and strategic guidance to help clients make informed decisions.

How do I join Marcuard as an independent wealth manager?

To join Marcuard, contact us to discuss your interest and background. We will evaluate your experience and client base to ensure a good fit. Once onboarded, you will receive comprehensive training and support to integrate smoothly into our platform.

What are the financial arrangements for independent wealth managers at Marcuard?

Our financial arrangements are designed to be competitive and fair, reflecting the value you bring to the firm. Specific terms can be discussed during the onboarding process, ensuring a mutually beneficial agreement.

What is the minimum AUM (Assets Under Management) required to join Marcuard?

The usual AUM to join Marcuard as an independent wealth manager is around CHF 50 million. This ensures that our infrastructure and resources are optimally utilized. We are always happy to discuss with anyone interested in joining us, so feel free to contact us regardless of your AUM.