Your family office
Established in 1998 in Zurich, Marcuard Family Office is an independent, partner-owned Multi Family Office. We are proud of our team and our global network of dedicated business partners, who provide timely and discreet services to our clients. We have learned from our clients that while many people listen, few people understand and only a handful are able to implement solutions and take appropriate action. We are committed to going the extra mile and making things happen for families.
Team - Marcuard Family Office's dedicated employees help families to achieve their goals. We strive to create an open working environment that inspires our staff to create superior results.
Dep. Head Client Relationship Management, Partnerl.firstname.lastname@example.org Download CV (PDF)
Lukas Doerig joined Marcuard Family Office in January 2008 as Portfolio Manager and Head of Institutional Clients.
Before moving to Marcuard Family Office, from 2002 to 2007 Lukas was Deputy CEO of GI Global Invest, an investment boutique specializing in multimanager mandates for Swiss pension funds. His duties included fund selection and portfolio management, as well as the management of all operational aspects, such as trading, performance measurement and reporting. He was also responsible for relationship management and business development. In 2002, Lukas participated in UBS’s Junior Key People Program, where his tasks included portfolio analysis and preparing investment proposals for Active Portfolio Supervision client mandates.
He started his career in 2000 as a fund analyst at PBS Private Bank Switzerland. In this capacity, he carried out quantitative and qualitative fund research and created customized fund portfolios. Lukas holds a degree in business administration, with a major in banking, from the University of St. Gallen. He also studied at the University of Michigan and the Université Catholique de Louvain. He earned a CEMS MIM (Master of International Management) from the Community of European Management Schools and is a Chartered Financial Analyst and Chartered Alternative Investment Analyst. He is fluent in German, English and French.
Chief EconomistDownload CV (PDF)
Nadja Bleuler joined Marcuard Family Office in May 2015 as Chief Economist.
From 2011 to 2013, Nadja worked as a Senior Economist at Wellershoff & Partners, a consultancy specializing in the fields of macroeconomic and investment research and the design of macro- based investment processes. At Wellershoff, Nadja helped clients to implement investment strategies and researched macroeconomic and financial market topics with a special focus on fixed income markets.
Before joining Wellershoff, Nadja worked as a fund manager and researcher in the asset management department of Wegelin Private Bank. She managed a multi-strategy fund and together with her team, she was responsible for the tactical asset allocation within the Wegelin funds and the portfolios of private clients. She later joined the research team, where she contributed to the development of quantitative investment strategies.
Nadja holds a master’s degree from the University of St. Gallen in quantitative economics and finance and a Bachelor of International Affairs and Governance. Nadja has a special interest in winemaking and topics related to sustainable agriculture. Before joining Marcuard, she spent a year at Mas Martinet, a boutique winery located in Spain’s Priorat, where she worked in the cellar and the vineyards and gained insights into various aspects of viticulture and winemaking.
Head Asset Management, Managing Partnerj.email@example.com Download CV (PDF)
Joerg Dobler joined Marcuard Family Office in January 1999 as a Senior Vice President, with responsibility for investment management. He is also a Principal of the firm.
From 1996 to 1998, he was an investment adviser to private clients for the Private Banking Latin America Team at Vontobel USA in New York. From 1994 to 1996, he worked as a Global Portfolio Manager and was promoted to Assistant Vice President at the end of for the bank’s Swiss and German private clients. In 1989, he joined Bank J. Vontobel & Co as an investment advisor to German institutional clients. Joerg started his career in 1981 at Swiss Bank Corporation in Zurich with a three-year management program in finance and investment. From 1984 to 1989, he worked as Assistant Portfolio Manager in the private client department.
Joerg is a graduate of the Swiss Business College in Zurich. He is fluent in German, English and Spanish. He is married and has one son
Tax, Legal & ComplianceDownload CV (PDF)
Sonja Frey joined Marcuard Family Office in 2012 as Attorney at Law in the area of Tax, Legal & Compliance.
From 2008 to 2011, Sonja Frey worked in two law firms in Zurich (Thouvenin Attorneys and Weber Wicki Law as partner law firm in Switzerland of Greenberg Traurig) both in the area of commercial & corporate law, contract, family- & inheritance as well as real estate law.
Sonja Frey holds a master’s degree in law from the University of Fribourg, Switzerland. During her studies she spent a semester at University of Stellenbosch, South Africa. After her studies ended in 2005 she was a trainee at Baer & Karrer in Zurich and absolved her bar exam in Zurich 2008.
As a post grad study Sonja Frey completed her mediation education in 2011 and is now also a certified mediator.
Sonja Frey is fluent in German and English and has a good knowledge of French.
Junior Project Manager
Head Tax, Legal & Compliance, Managing Partnerp.firstname.lastname@example.org Download CV (PDF)
Before moving to Marcuard Family Office, from 2000 to 2002 Peter Stocker was a member of the Executive Committee at Bank Vontobel (Liechtenstein) in Vaduz.
At Bank Vontobel he was the Co-Chief Executive, and was responsible for acquiring and looking after private clients in German-speaking Europe, as well as for tax and legal matters. From 1993 to 2000, he headed the financial planning department at Bank Vontobel in Zurich, initially as Vice President, before being promoted to First Vice President in 1998.
He was responsible for providing comprehensive financial planning for the bank’s private clients, covering taxes, inheritance and matrimonial law, insurance and pensions, in addition to investments. From 1995 until leaving the Vontobel Group, he was a member of the Swiss Bankers Association’s tax commission. He is a member of the Swiss branch of the International Fiscal Association. In 1999, Peter gained his Certified Financial Planner diploma, and also completed the INSEAD International Executive Programme in Fontainebleau and Singapore.
From 1989 to 1993, Peter worked in Zurich as a tax and legal consultant for Schweizerische Treuhandgesellschaft and Deloitte & Touche. Between 1989 and 1992, he completed a dissertation on tax law at the University of Basel, where he had completed his first degree in law between 1984 and 1989. Peter speaks fluent German, English, French and Italian.
Chief Investment Officer, Partnerf.email@example.com Download CV (PDF)
Frank Häusler joined MFO as Chief Investment Officer at the beginning of 2014.
Prior to his appointment, from 2009 until 2013, Frank served in various positions at Wegelin Private Bank and one of its successor organizations, 1741 Asset Management, a Swiss institutional asset manager with 50 employees. His positions included Head of Research, where he was responsible for the research of the asset management division, Head of Portfolio Management, with full responsibility for the management of all investment funds, and finally, CEO of 1741 Asset Management.
Frank is an expert in asset allocation and is experienced at serving institutional clients and family offices globally. Additionally, he has served on the board of directors of two Luxembourg fund structure entities in the traditional and alternative space. His previous work experience also includes positions as Head of Research at AIG Private Bank/AIG Investments and, prior to that, as a trading strategies, risk management and asset management consultant at KPMG and other companies.
Frank is a regular speaker at conferences, publishes in the fields of investment and risk management topics and supervises master’s theses in applied financial mathematics at ETH Zurich. Frank speaks English and German fluently, and graduated from ETH Zurich with a master’s degree in mathematics.
Head Private Markets, Partnert.firstname.lastname@example.org
In his position as Head Private Markets, Thomas Gnaegi is leading the private market investment activities at Marcuard Family Office. He joined Marcuard Family Office in August 2010 as Senior Project Manager.
Before joining MFO, from 2006 to 2010 Thomas was a Senior Investment Professional and Director at Horizon21 Private Equity, a Swiss investment boutique managing a series of private equity fund of funds products. Thomas was a member of the investment committee, with responsibility for private equity fund investments, co-investments and secondary transactions in the EMEA region. He also served on the investor committee boards of several European private equity and venture capital funds.
From 2002 to 2006, Thomas worked for LODH Private Equity (now Akina) in Zurich, a European private equity specialist managing a private equity fund of funds and direct investment program, with a focus on European SMEs. In his position as an Associate, Thomas was involved in the selection and execution of investments in numerous private equity funds, as well as several coinvestments in buy-out transactions.
Thomas graduated from the University of Zurich with a Master of Business Administration. His major field of study was banking and finance. Since 2006, Thomas has been a CFA charterholder. He is fluent in German and English.
Chief Operating Officer, Managing Partners.email@example.com Download CV (PDF)
Simon Minder serves as Chief Operating Officer and has been a member of the Executive Board at MFO since July 2014. He joined the company in January 2004 as Chief Information Officer.
From 2001 to 2003, Simon worked as a professional services consultant at Misys, helping financial institutions with the implementation of banking-related software solutions. From 1997 to 2001, he worked in operations within the derivative products area of Credit Suisse, before moving to an IT business analyst role in the same division. During this period, he also worked for six months as a trainee in the operations department of Credit Suisse First Boston in London.
In 2006, Simon graduated from the Zurich University of Applied Sciences with a Federal Diploma in Business Administration, specializing in accounting. In 2008, he successfully completed his Master of Business Administration (MBA) degree at the University of Southern Queensland, Australia, and completed his Master of Advanced Studies in Management (MAS) degree at the Zurich University of Applied Sciences. He speaks fluent German and English.
Senior Project Manager, Partnerf.firstname.lastname@example.org
Frank Nyffenegger has been a Project Manager/Portfolio Manager at Marcuard Family Office since February 2007.
Between 2003 and 2006, Frank was a Vice President at Credit Suisse in Zurich. As a Product Manager, he was responsible for managing structured investment products, specializing in hedge fund and private equity investments. His primary tasks were developing customized solutions for asset management clients, as well as providing the sales force with expert support. His responsibilities also included coordination of structuring and implementation of new products and coordination of capital transactions in existing products.
Between 1996 and 2003, Frank worked as a Portfolio Manager for private clients at Credit Suisse. In this role, he was member of a stock selection team covering Swiss and European shares and he managed client portfolios with special mandates. He supported front office units in client acquisition and performance meetings as a product specialist. From 2001 to 2002, he worked as a Portfolio Manager at Credit Suisse First Boston in New York and at Credit Suisse Private Banking in Singapore.
In 1996, Frank graduated from the University of Applied Sciences in Bern with a Federal Diploma in Business Administration, specializing in accounting. In 2000, he gained a diploma as a financial analyst and asset manager from AZEK and since 2008 he has been a Certified Financial Risk Manager. He speaks fluent German, English and French.
Moez A. Jamal
Moez A. Jamal
Member of the Board of Directors
After 21 years at Credit Suisse, Moez A. Jamal joined the Board of Directors of Marcuard Family Office in January 2007. During his career at Credit Suisse, he held various senior management positions in Zurich, New York and London.
From 2004 until 2006, he held the positions of Global Treasurer of Credit Suisse & Credit Suisse Group and was a Member of the Investment Committee. He also held the position of Chairman of the Board of Swiss American Securities in New York. From 2002 until 2004, he was part of the Executive Board of Credit Suisse Financial Service and Head of Finance Products, where he was responsible for delivering investment products and financial solutions to private clients and Swiss corporations. During this period, he also served on the Investment Committee.
From 2000 until 2002, as a Member of the Executive Board of Credit Suisse Private Banking and Head of Investment Products as well as a Member of the Investment Committee, he was primarily responsible for the non-discretionary Asset Management business including the introduction and delivery of alternative investment products and structured advisory products. Prior to coming to Switzerland in 2000, Moez Jamal was in New York from 1993. In 1996, he moved to Credit Suisse First Boston where he was a Managing Director and Member of the Operating Committee in New York in charge of Global Money Markets, Funding and Forward Foreign Exchange. From 1993 to 1996 he was the Treasurer of Credit Suisse in America and Member of the Global Treasury Strategy Committee.
Moez Jamal began his career at Llyods Bank International in New York in 1980, where he established their derivatives trading desk before joining Credit Suisse in London 1985.
Mr. Jamal hold an MBA from New York University and a Bachelor of Arts (Hons) degree from Manchester University in England.
Solution Engineer, Partner
Senior Tax, Legal & Compliance, Partnerd.email@example.com Download CV (PDF)
Denise Schmid joined MFO in April 2014 as a Senior Tax, Legal and Compliance Vice President. From 2010 to 2014, Denise Schmid worked for the large single family office of a European industrial family. She focused predominantly on the set-up and maintenance of complex cross- border corporate and trust structures, establishing a single family holding and advising on various legal aspects of a US and European real estate portfolio, including SEC and US tax-related questions. Furthermore, she acted as a board member for various companies in multiple jurisdictions and represented German and Swiss foundations. On the investment side, she concentrated on the due diligence of hedge fund and private equity investments, negotiating side letters and structuring investment vehicles. In addition, she led several international M&A transactions for direct investments. Denise also supported the family on various private matters and helped to establish and strengthen its governance.
Before joining the single family office, Denise worked as a senior product specialist for Julius Baer and UBS. In these roles, she became an expert on structured products and private funds. She was given the opportunity to head up the development of discretionary and advisory mandates. She also worked for law firms in London and Zurich in the areas of corporate, banking and finance, acquiring skills in asset and trade finance and in all contractual and commercial aspects.
Denise holds a Master in Business Administration from the University of Cape Town, where she focused on finance and corporate governance, as well as a master’s degree from the University of Zurich in law. As part of an exchange program, she also studied at the University of Alicante in Spain. She is a Swiss-qualified lawyer. Denise is fluent in German and English and has basic knowledge of French and Spanish.
Assistant Portfolio Management
Head Client Relationship Management, Managing Partnerj.firstname.lastname@example.org Download CV (PDF)
Jorge Frey joined Marcuard Family Office in 2006 as Managing Director. From 2003 until 2006, he was a member of the Executive Committee Private Banking at Bank Vontobel in Zurich, heading up the International Private Banking Division. He was mainly responsible for the bank’s growth strategies in Latin America, Eastern Europe and Asia. In 2004, he was appointed Senior Vice President and Director of the Board of Bank Vontobel Cayman Islands.
He joined Bank Vontobel in 1996 as Client Relationship Manager in the Latin American department, initially as an Assistant Vice President. He was promoted to Vice President in 1998. In 1999, he was promoted to First Vice President and Head of Private Banking Latin America. Jorge started his career at Swiss Bank Corporation (now UBS) in Bern. Over a period of 10 years, he held various positions in the areas of portfolio management and private banking, mainly in the international division. He spent one year in Paris, two years in New York and three years in Buenos Aires, where he was Head of Private Banking at the bank’s representative office. Jorge holds a Bachelor of Science and Business Administration degree from the Bern University of Applied Sciences, and completed the INSEAD International Executive Program in Fontainebleau in France. He is fluent in German, English, Spanish and French. He is married and has two daughters.
Junior Portfolio Manager
Chief Executive Officer, Managing PartnerDownload CV (PDF)
Martin Sutter took over as Managing Director of the Marcuard Family Office in July 2013. He had joined the management team as Chief Operating Officer in November 2009.
From 2004 to 2009, Martin held the position of Managing Director at Credit Suisse Private Banking, where he was responsible for the Brazilian market and for overall organisation in the Bahamas. He was also a member of the Management Committee for Private Banking Latin America. His work focused on the development and execution of the firm’s private banking strategy in the relevant markets and on leadership of the teams in Switzerland, the Bahamas and Brazil.
While employed at Julius Baer from 1988 to 2003, Martin worked in the Sales and Trading Division in Zurich and New York. After joining the derivatives department, he held various management positions, focusing on building and managing trading and sales teams.
In 1994, Martin was awarded a Bachelor of Science and Business Administration (Swiss Federal Certificate). He is a CFA charterholder (1997) and has attended advanced training courses at the Swiss Banking School (AEP2003) and Harvard Business School (AMP173, 2007). He is fluent in German, English and French.
IT System Administrator
Ulrich Burkhard is Co-Founder and Managing Partner of Marcuard Family Office.
He is also the Chairman of the Board of Marcuard Family Office. From 1994 to 1998, Ulrich held overall responsibility for Latin American marketing and relationship management at Bank J. Vontobel & Co in Zurich, and was appointed First Vice President in 1995. From 1989 to 1994, he was Head of Private Banking Latin America at Vontobel USA in New York, and was appointed Vice President in 1990. From 1987 to 1989, he worked at Bank J. Vontobel & Co as Head of Staff of the CEO’s office. Ulrich began his career at Bank J. Vontobel & Co in 1978, focusing on global investment management and private banking.
Ulrich holds a Bachelor of Science in Business Administration degree from the Zurich University of Applied Sciences. He is fluent in German, English and Spanish. He is married and has two daughters.
Credo - The global financial industry is changing rapidly. We look ahead and prepare for the future. At the same time, Marcuard Family Office is a responsible and reliable employer and business partner.
We aim to be one of the leading Multi Family Offices in Europe, providing sustainable solutions for wealthy families with complex requirements. We strive to maintain independence and come up with equitable, customized solutions that add value to ambitious family enterprises.
We offer integrated financial services beyond traditional asset management. Drawing on our expertise, we help national and international families flourish for generations.
We operate discreetly and provide transparent services to our clients. Marcuard Family Office offers its families a home for their wealth management concerns. Our mission is to ensure the successful transition of values and assets from one generation to the next.
Our values guide our action and describe how we act in the best interests of families on a daily basis.
Independence is the key to balanced advice.
Transparency is essential to ensure that the right decisions are made.
Dynamic teamwork delivers sustainable solutions.
Performance creates value.
Philanthropy - Continuing in the entrepreneurial spirit of its founders, today MFO is majority-owned by its employees. As owners, we believe that philanthropic engagement belongs to responsible stewardship. We dedicate a defined share of our annual revenues to philanthropy. Reflecting our own professional vision, we support sustainable economic development that is driven by entrepreneurial individuals. We fund projects that help people create, build and manage sustainable businesses, often in very challenging circumstances.
Network - We collaborate and liaise with an extensive network of service providers around the globe in the fields of fiduciary management, legal matters, custodianship, taxes, real estate, accounting, private equity and asset management. This network is being expanded on a continuous basis.
1998 - 2000
Three partners come together to found Marcuard Family Office, with the objective of assisting families with complex ownership and asset structures and providing comprehensive consultancy services. An initial staff of three serves the first clients from an office at Bahnhofstrasse 106 in Zurich.
The office grows and breaks even within two years. The nature of the company’s services leads to a significant increase in the number of families requesting our assistance. Investments in technology and additional expertise broaden the company’s investment management capabilities. The need for additional office space results in a relocation to Bahnhofstrasse 81.
2001 - 2004
Clients receive the first investment outlook publication.
The team is strengthened by the appointment of a new Senior Partner in tax, legal and compliance.
2005 - 2006
Marcuard Family Office successfully accomplishes a major change in its ownership structure while maintaining its independence.
Major investments in technology allow the firm to deliver new reports and increase its service capabilities; relationship management is further strengthened with the appointment of an additional partner.
2007 - 2008
Non- executive board members are appointed to strengthen governance. A dedicated Family Office services team takes up its duties. The company now employs 17 members of staff* and relocates to Bellevue in Zurich.
The investment management team is complemented by a Senior Portfolio Manager.
*as of 01.01.2008
2009 - 2012
The business model proves to be sustainable as families are looking for alternatives to banks. Despite the financial crisis, client assets are growing and the number of staff has increased to a total of 22 professionals.*
New family office clients join; the organization and processes are further institutionalized. The partner base is expanded, five juniors partners buy into the company.
*as of 01.01.2011
The company takes a further step by splitting the Chairman and CEO function and employing senior employees. To enhance client communication, a new secure client portal is rolled out.
The company employs 27 members of staff* with different specialisms, ensuring it is well positioned to serve families with complex needs.