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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,807 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementZurichMarcuard Heritage AG
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Verified· 4 sources

Marcuard Heritage AG

Summary

About the company

The core activity of Marcuard Heritage AG is wealth management, particularly asset management for private clients, including investment solutions, wealth planning and private office services.

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Offering

Products & services

Industry:External Asset Management
✓ Offered4
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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.
Reviews

Aggregated rating

Aggregated rating
3.7
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle3.73
★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

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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

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