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Building 2MARCUARD FAMILY OFFICE LTD

Map pinZURICH
Phone41 (43) 344 60 00
NotebookSEC #801-71914
Total AUM
$8.7B
Employees
36
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
BELLERIVESTRASSE 36
ZURICH
8008
Switzerland
Operating Hours
8:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
41 (43) 344 60 00

ReceiptFinancials

Total AUM
$8.7B
Accounts
380
Discretionary
$4.1B
Accounts
155
Non-Discretionary
$4.6B
Accounts
225

ContactClients

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Individual Clients
12
AUM
$2.9M
HNW Individual Clients
65
AUM
$5.5B
Pooled Vehicle Clients
1
AUM
$3.2M
Charitable Organization Clients
6
AUM
$31.1M
Insurance Company Clients
2
AUM
$7.5M
Corporation or Business Clients
53
AUM
$3.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
FAMILY GOVERNANCE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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