Mandate & appetite
- Preferred strategies
- CoreCore PlusValue AddOpportunisticPrivate EquityHedge FundsReal EstateFixed Income
- Target geographies
- Global
- Typical ticket
- —
- AUM
- $8.66B
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Marcuard Family Office is a Zurich, Switzerland-based multi-family office and registered investment advisor. Established in 1998, the firm invests and manages the wealth of a select group of high-net-worth individuals, families, estates, trusts, charitable organizations and more. Historically, the firm has required a minimum account size of $20M. Marcuard provides its clients with a suite of family office services including asset management, financial advisory, manager selection, risk management, wealth planning, family administration and more. The group operates as an independent and transparent wealth manager, providing bespoke financial solutions that aim to achieve comprehensive financial strategies. The firm's management team brings a group of proven and credentialed professionals with extensive experience guiding clients through complex situations, market cycles and life events. Today, Marcuard Family Office invests across both traditional and alternative asset classes including public equity, fixed-income, ETFs, mutual funds, fund of funds, hedge funds, private equity funds, real estate, direct investments and more. The firm has historically taken a global approach to its investment sourcing, considering a wide range of geographies. The group considers itself both sector and industry agnostic, emphasizing portfolio diversity on a broad scale. The firm seeks capital preservation and growth for its clients, via a diversified investment mandate, high-touch portfolio construction, and personal attention in client service. Marcuard Family Office will make fund investments for clients, and will occasionally make direct co-investments as seen fit.
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