Marcuard Heritage AG
Asset Management / Wealth Management · Zürich, Zurich
Marcuard Heritage AG is a Swiss asset management / wealth management company based in Zürich, Canton of Zurich (UID CHE-110.201.109).
Board members & signatories
- Ariel Davidoff — Präsident des Verwaltungsrates
- Dalith Steiger-Gablinger — Mitglied des Verwaltungsrates
- Monica Dahinden — Mitglied des Verwaltungsrates
+ 16 more registered signatories
Registered purpose
Die Gesellschaft bezweckt die Erbringung von Dienstleistungen in den Bereichen Vermögens-, Nachlass- und Finanzplanung, Anlageberatung und Vermögensverwaltung im Sinne des FINIG sowie unterstützende Dienstleistungen in diesen Bereichen. Die Gesellschaft kann Zweigniederlassungen und Tochtergesellschaften errichten und sich an anderen Unternehmen beteiligen. Die Gesellschaft kann Grundstücke erwerb…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What Marcuard Heritage does
OFFERING
Marcuard Heritage AG provides wealth management services, including wealth planning and personalized investment solutions. They offer a dedicated private office service and a best-in-class investment strategy tailored to individual client needs.
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