Marcuard Family Office Ltd

RIASEC RegisteredEst. 2010

Total AUM

$8.7B

Discretionary

$4.1B

47% of AUM

Avg account

$22.8M

Accounts

380

Employees

Advisory reps

Firm details

Headquarters: Zurich,
CRD number: 155003
Registered since: October 22, 2010
Website: www.marcuardfamilyoffice.com
Custodians: ZURCHER KANTONALBANK, BANK JULIUS BAER & CO. AG, ZURICH
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI63.66%
Corporations / Businesses35.82%
Charitable Organizations0.36%
Insurance Companies0.09%
Pooled Investment Vehicles0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Marcuard Family Office Ltd is an independent registered investment adviser that serves families, high-net-worth individuals and institutional clients while acting as a capital allocator. The firm provides traditional wealth management services — financial planning and portfolio management across individual, pooled and institutional mandates — and also offers selection-of-adviser services and publishes periodic research. Its advisory model accommodates multiple billing approaches, including asset-based fees, fixed and hourly charges, and performance-linked compensation. The firm identifies as an active ESG investor and participates in both discretionary and non-discretionary mandates.