Switzerland-Based Wealth House Gets Brand Makeover

Editorial Staff, 28 August 2020


The firm says it mainly works with ultra-high net worth clients, with offices in Zurich, Moscow, Singapore and Limassol.

The Zurich-based wealth management firm Marcuard Heritage is rebranding its image, following a trend of firms tweaking their brand, such as Arbuthnot Latham this week

The logo, depicting the firm’s initials “m.h” is designed to convey “style, precision and value, and it embodies our commitment to simplifying complexity”, Patrick Stauber, chief executive, Marcuard Heritage, said in a recent emailed statement.  

“This brand refresh is part of a new brand strategy, which was developed with passionate support and inspiration from our team. We strongly believe it will clearly position our company and lay the foundation for further success in the future,” Stauber said. The firm has also changed its website.

Marcuard Heritage has a team of over 60 experts specialised in key markets in Eastern Europe, Latin America and Asia. Besides its Zurich office, it has offices in Moscow, Singapore and Limassol.

The firm works with a range of partners, most of them partially or fully owned by Marcuard Heritage, such as the Swiss-licensed fund manager Alpinum Investment Management, and the international fiduciary company swisspartners Marcuard Heritage. It also has a minority shareholding in a Geneva-based wealth management company, Atlantis Marcuard, and in FF Marcuard, based in Lugano.

The firm is part of Allianz Swiss Asset Managers, formed in 2016 by 14 Swiss firms.

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