Marcuard Heritage

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.

Institutional investor Fund manager Advisor. based in Marc Lopresti United States. LP type: Family Office. Asset class focus: Alternative Investments, Private Equity, Real Estate. Sectors: hotels. Active real asset investor

Institutional investor. based in Singapore Singapore. LP type: Family Office. Asset class focus: Fixed Income, Hedge Funds, Private Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor

Institutional investor. based in Geneva Switzerland. LP type: Family Office. Asset class focus: Alternative Investments, Hedge Funds, Real Estate, Venture Capital. Geographic focus: Europe. Sectors: office. Active real asset investor

Institutional investor. based in Lugano Switzerland. LP type: Family Office. AUM approximately 3.5 USD billion. Asset class focus: Fund of Funds, Public Equity. Geographic focus: Global. Sectors: office. Active real asset investor

Cape Capital is a Zurich, Switzerland-based multi-family office. Established in 2002, the firm provides wealth management services to individuals, families, and intermediaries, offering a highly personalized approach rooted in its strong family office heritage. Investment solutions are built on a modular architecture for customized portfolio construction across a variety of asset classes. Fixed income strategies focus on credit exposure with minimal FX and interest rate risks. Equity offerings emphasize capital appreciation and long-term growth. Provides access to exclusive direct deals, co-investments, and special situations. Committed to ESG integration and delivering bespoke solutions. Uses both fundamental and quantitative approaches.