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Veteran UBS Figure Joins Independent Wealth Firm

Editorial Staff

12 June 2023

, much of that time in the Asian city-state. Prior to Singapore, he worked with UBS in Hong Kong. 

The firm, which has a team of more than 60 wealth and financial management specialists, has offices in Zurich, Singapore and Limassol (Cyprus). It 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 swiss partners Marcuard Heritage. It also has a minority shareholding in a Geneva-based wealth management company, Atlantis Marcuard, and in FF Marcuard, based in Lugano. In August 2020 the firm had a brand makeover.