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, privately owned registered investment adviser that has been SEC-registered since 2010. The firm acts as a capital allocator for a mix of individual/family and institutional clients and provides a broad advisory platform: financial planning, discretionary and non‑discretionary portfolio management for individuals, pooled vehicles and institutions, selection of external advisers, and the publication of client periodicals or newsletters. Its fee menu includes asset‑based fees alongside hourly, fixed and performance‑linked arrangements. The firm identifies itself as an active ESG investor.