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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint746,952 companies indexed · Last updated: today
DirectoryFinance & InsuranceAsset managerZurichMarcuard Heritage AG
Marcuard Heritage AG Logo
Verified· 4 sourcesTrust Score
Summary

About the company

Marcuard Heritage AG provides holistic wealth management and financial planning for individuals and families with complex financial needs. Its services include portfolio management and investment advice, international wealth and succession planning, and private office support.

AI-generated
Offering

Products & services

Industry:Asset manager
✓ Offered
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4.2/5

Marcuard Heritage AG

4
Holistic wealth management
Comprehensive, generational wealth management for individuals and families with complex, cross-border financial needs; consolidates oversight of assets and supports long-term relationship management.
Personalised investment solutions
Discretionary portfolio management, investment advisory and investment consultancy for liquid assets, including risk evaluation, strategy guidance, portfolio monitoring and consolidated reporting.
International wealth planning
Wealth structuring and asset planning for generational transition, including companies, trusts, foundations, life insurance solutions and private label funds.
Dedicated private office
Tailored private office services for personal projects such as relocation, real estate, education planning and philanthropy, coordinated through a relationship manager and partners.
Trust & reputation

ranQ Trust Score of Marcuard Heritage AG: 4.2 out of 5.0

Trust Score4.2/ 5.0

Very high

x

Data basis 100% · As of November 2026

Marcuard Heritage AG scores 62.5 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.60.724%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.40.910%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.95.08%
Marcuard Heritage AG scores 94.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.90.07%
Marcuard Heritage AG scores 86.7 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).86.722%
Marcuard Heritage AG scores 65.7 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.91.44%
  • Media authority: Quality and number of editorial mentions, weighted by the importance of the source, plus the recency of the latest high-quality mention.40.04%
Qualifications+0.00

Marcuard Heritage AG reaches a ranQ Trust Score of 4.2 out of 5.0 — rated «Very high». The rating draws, among other things, on 4.0 out of 5 stars from 4 customer reviews. As of November 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
4
of 5

Aggregated from 4 reviews across all connected sources

Sources
GGoogle44
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

March 25, 2026Media
Marcuard Heritage hat neuen Verwaltungsratspräsidenten
finews.ch
October 20, 2025Media
Marcuard Heritage baut Aktionariat aus
finews.ch
September 20, 2024Media
Vermögensverwalter holt CS-Manager für Türkei-Geschäft
finews.ch
April 2, 2020Media
Polit-Star Silberschmidt bei umstrittener Marcuard
insideparadeplatz.ch
August 4, 2016Media
Marcuard Heritage ernennt neuen CEO | People | Aktuell
investrends.ch

Knowledge

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Location

Talstrasse 82
8001 Zurich
Opening hours
Mon
08:00 - 17:30
Tue
08:00 - 17:30
Wed
08:00 - 17:30
Thu
08:00 - 17:30
Fri
08:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-110.201.109
Founded
2003 · 23 years
Last commercial register change
June 2, 2026
Employees
51 to 100
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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