Expertise

Lernen Sie unser Team kennen

Unser Team besteht aus engagierten Persönlichkeiten, die ein breites Spektrum an Expertise abdecken. Zu ihnen gehören erfahrene Profis in den Bereichen Anlagen, Nachhaltigkeit, Family Governance, Recht und Projektmanagement sowie versatile Allrounder.

Khalid Jalal

https://www.linkedin.com/in/kjalal/

Khalid Jalal

Systems Engineer

Cécile Zobl-Badertscher

https://www.linkedin.com/in/c%C3%A9cile-zobl-badertscher-89a61884/

Cécile Zobl-Badertscher

Senior Legal Counsel, Partner

Martin Sutter

https://www.linkedin.com/in/martin-sutter-2ab14b6/

Martin Sutter

Member of the Board of Directors, Senior Partner

Vanessa Fasciati

https://www.linkedin.com/in/vanessa-fasciati-73a89340/

Vanessa Fasciati

Head Client Relationship Management, Partner

Mauro Eichin

https://www.linkedin.com/in/mauro-eichin/

Mauro Eichin

Investment Advisor

Sabrina Jud

https://www.linkedin.com/in/sabrina-jud-10746313b/

Sabrina Jud

Head Portfolio Management Services, Partner

Lana Pfäffli

https://www.linkedin.com/in/lana-pf%C3%A4ffli-a27229238/

Lana Pfäffli

Office Manager

Jörg Dobler

https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Liquid Assets, Managing Partner

Cecile Töngi

https://www.linkedin.com/in/cecile-t%C3%B6ngi-899b1b15a

Cecile Töngi

Accountant & Controller

Daniela Friis

https://www.linkedin.com/in/daniela-friis-58945899/

Daniela Friis

Office Manager

Andrea Mancal

https://www.linkedin.com/in/a-m-1664b932/

Andrea Mancal

Chief Compliance & Chief Risk Officer

Philipp Stokinger

https://www.linkedin.com/in/philippstokinger/

Philipp Stokinger

Senior Investment Advisor, Partner

Cristina Pelloni

https://www.linkedin.com/in/cristina-pelloni-a2404b86/

Cristina Pelloni

Assistant Portfolio Management

Nadja Bleuler

https://www.linkedin.com/in/nadja-bleuler-7b1703a9/

Nadja Bleuler

Chief Economist, Partner

Yves Hürlimann

https://www.linkedin.com/in/yves-h%C3%BCrlimann-b4ab85150/

Yves Hürlimann

Relationship Manager

Frank Nyffenegger

https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner

Samir Rajab

https://www.linkedin.com/in/samir-rajab/

Samir Rajab

Head Operations, Partner

Denise Schmid

https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

General Counsel & Head of Risk, Managing Partner

Wilhelm von Stotzingen

https://www.linkedin.com/in/wilhelm-von-stotzingen-b425797a/

Wilhelm von Stotzingen

Head Business Development, Senior Partner

Alessandra Willingsdorfer

https://www.linkedin.com/in/alessandrawillingsdorfer/

Alessandra Willingsdorfer

Relationship Manager

Heiner Grüter

https://www.linkedin.com/in/heinergrueter/

Heiner Grüter

Chairman

Gianandrea Vedova

https://www.linkedin.com/in/gianandrea-vedova-56268511a/

Gianandrea Vedova

Relationship Manager

Tim Münger

Tim Münger

Analyst

Ulrich Burkhard

https://www.linkedin.com/in/ulrich-burkhard-9718291b/

Ulrich Burkhard

Founder

Andreas Arni

https://www.linkedin.com/in/andreas-arni/

Andreas Arni

Chief Executive Officer, Managing Partner

Marius Zemkauskas

https://www.linkedin.com/in/marius-%C5%BEemkauskas-83567b129/

Marius Zemkauskas

Associate Tax, Legal & Compliance

Lukas Dörig

https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Markets, Managing Partner

Pascal Gomez

https://www.linkedin.com/in/pascal-gomez-246888bb/

Pascal Gomez

Senior Relationship Manager

Claudia Flury

https://ch.linkedin.com/in/claudia-flury

Claudia Flury

Member of the Board of Directors

Jérôme Ehrenbaum

https://www.linkedin.com/in/j%C3%A9r%C3%B4me-ehrenbaum-4872b9125/

Jérôme Ehrenbaum

Chief Financial Officer

Jane Chua

https://www.linkedin.com/in/jane-chua-25ba56255/

Jane Chua

Assistant Relationship Management

Dina Dingas

https://www.linkedin.com/in/dina-dingas-1aa356219/

Dina Dingas

Assistant Portfolio Management

Thomas Gnägi

https://www.linkedin.com/in/thomas-gnaegi-95375b30/

Thomas Gnägi

Head Private Markets, Senior Partner

Jorge Frey

https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner

Christoph Orschel

https://www.linkedin.com/in/christophorschel/

Christoph Orschel

Head Asset Management, Partner

Mathias Zürcher

Mathias Zürcher

Investment Advisor

Sofia Sornik-Saravia

https://www.linkedin.com/in/sofia-sornik-556890a4/

Sofia Sornik-Saravia

Senior Compliance & Risk Officer

Sandro Widmer

https://www.linkedin.com/in/sandro-widmer-7972b7124/

Sandro Widmer

Relationship Manager

Martin Sutter

https://www.linkedin.com/in/martin-sutter-2ab14b6/

Martin Sutter

Member of the Board of Directors, Senior Partner

Heiner Grüter

https://www.linkedin.com/in/heinergrueter/

Heiner Grüter

Chairman

Claudia Flury

https://ch.linkedin.com/in/claudia-flury

Claudia Flury

Member of the Board of Directors

Andreas Arni

https://www.linkedin.com/in/andreas-arni/

Andreas Arni

Chief Executive Officer, Managing Partner

Jörg Dobler

https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Liquid Assets, Managing Partner

Denise Schmid

https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

General Counsel & Head of Risk, Managing Partner

Lukas Dörig

https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Markets, Managing Partner

Vanessa Fasciati

https://www.linkedin.com/in/vanessa-fasciati-73a89340/

Vanessa Fasciati

Head Client Relationship Management, Partner

Martin Sutter

https://www.linkedin.com/in/martin-sutter-2ab14b6/

Martin Sutter

Member of the Board of Directors, Senior Partner

Frank Nyffenegger

https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner

Wilhelm von Stotzingen

https://www.linkedin.com/in/wilhelm-von-stotzingen-b425797a/

Wilhelm von Stotzingen

Head Business Development, Senior Partner

Gianandrea Vedova

https://www.linkedin.com/in/gianandrea-vedova-56268511a/

Gianandrea Vedova

Relationship Manager

Jorge Frey

https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner

Alessandra Willingsdorfer

https://www.linkedin.com/in/alessandrawillingsdorfer/

Alessandra Willingsdorfer

Relationship Manager

Yves Hürlimann

https://www.linkedin.com/in/yves-h%C3%BCrlimann-b4ab85150/

Yves Hürlimann

Relationship Manager

Jane Chua

https://www.linkedin.com/in/jane-chua-25ba56255/

Jane Chua

Assistant Relationship Management

Sandro Widmer

https://www.linkedin.com/in/sandro-widmer-7972b7124/

Sandro Widmer

Relationship Manager

Ulrich Burkhard

https://www.linkedin.com/in/ulrich-burkhard-9718291b/

Ulrich Burkhard

Founder

Pascal Gomez

https://www.linkedin.com/in/pascal-gomez-246888bb/

Pascal Gomez

Senior Relationship Manager

Jorge Frey

https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner

Frank Nyffenegger

https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner

Denise Schmid

https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

General Counsel & Head of Risk, Managing Partner

Lukas Dörig

https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Markets, Managing Partner

Nadja Bleuler

https://www.linkedin.com/in/nadja-bleuler-7b1703a9/

Nadja Bleuler

Chief Economist, Partner

Mauro Eichin

https://www.linkedin.com/in/mauro-eichin/

Mauro Eichin

Investment Advisor

Jörg Dobler

https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Liquid Assets, Managing Partner

Christoph Orschel

https://www.linkedin.com/in/christophorschel/

Christoph Orschel

Head Asset Management, Partner

Philipp Stokinger

https://www.linkedin.com/in/philippstokinger/

Philipp Stokinger

Senior Investment Advisor, Partner

Thomas Gnägi

https://www.linkedin.com/in/thomas-gnaegi-95375b30/

Thomas Gnägi

Head Private Markets, Senior Partner

Tim Münger

Tim Münger

Analyst

Mathias Zürcher

Mathias Zürcher

Investment Advisor

Sabrina Jud

https://www.linkedin.com/in/sabrina-jud-10746313b/

Sabrina Jud

Head Portfolio Management Services, Partner

Dina Dingas

https://www.linkedin.com/in/dina-dingas-1aa356219/

Dina Dingas

Assistant Portfolio Management

Cristina Pelloni

https://www.linkedin.com/in/cristina-pelloni-a2404b86/

Cristina Pelloni

Assistant Portfolio Management

Sofia Sornik-Saravia

https://www.linkedin.com/in/sofia-sornik-556890a4/

Sofia Sornik-Saravia

Senior Compliance & Risk Officer

Cécile Zobl-Badertscher

https://www.linkedin.com/in/c%C3%A9cile-zobl-badertscher-89a61884/

Cécile Zobl-Badertscher

Senior Legal Counsel, Partner

Andrea Mancal

https://www.linkedin.com/in/a-m-1664b932/

Andrea Mancal

Chief Compliance & Chief Risk Officer

Marius Zemkauskas

https://www.linkedin.com/in/marius-%C5%BEemkauskas-83567b129/

Marius Zemkauskas

Associate Tax, Legal & Compliance

Denise Schmid

https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

General Counsel & Head of Risk, Managing Partner

Samir Rajab

https://www.linkedin.com/in/samir-rajab/

Samir Rajab

Head Operations, Partner

Cecile Töngi

https://www.linkedin.com/in/cecile-t%C3%B6ngi-899b1b15a

Cecile Töngi

Accountant & Controller

Jérôme Ehrenbaum

https://www.linkedin.com/in/j%C3%A9r%C3%B4me-ehrenbaum-4872b9125/

Jérôme Ehrenbaum

Chief Financial Officer

Khalid Jalal

https://www.linkedin.com/in/kjalal/

Khalid Jalal

Systems Engineer

2/3

aller Mitarbeitenden sind Aktionärinnen und Aktionäre

45%

Prozent unseres Personals sind Frauen

9

Jahre

beträgt die durchschnittliche Betriebszugehörigkeit bei Marcuard Family Office.

42

Jahre

ist das Durchschnittsalter unserer Mitarbeitenden.

Investment Outlook July 2026

Great expectations drove markets to record highs — but the gap between what economies live and what markets price has been wide.

Identität und Vermögen: Verantwortung ist nicht vererbbar

Wenn Vermögen zum Drehbuch wird, leidet die eigene Identität. Anhand einer drastischen Filmszene zeigt Jorge Frey, warum junge Erwachsene Hürden brauchen, um Verantwortung, Eigenständigkeit und einen realistischen Lebensstil zu entwickeln.

Relocation to Switzerland

Relocating to Switzerland as a wealthy family involves complex tax, legal and structural challenges. Early planning is essential — those who act too late often pay the price.

Marcuard Family Office wurde 1998 in Zürich gegründet und ist ein unabhängiges, partnergeführtes Multi-Family Office.

Als Family Office kümmern wir uns umfassend um alle relevanten Vermögensthemen. Damit Ihnen Zeit bleibt für andere Dinge.

Ganz gleich, ob Sie Ihr Unternehmen verkaufen, die aktuelle Situation restrukturieren, oder schwierige familiäre Verhältnisse meistern – die damit verbundenen Herausforderungen können überwältigend sein. Als erfahrene Berater begleiten wir Sie professionell durch Phasen des Übergangs und auch durch ruhigere Zeiten.

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