Assistenz Family Office Services Team (100%)
Marcuard Family Office ist ein unabhängiges Multi Family Office mit 34 Mitarbeitenden in Zürich, welches den von ihnen betreuten Familien seit 1998 umfassende Family Office Dienstleistungen anbietet. Für die Verstärkung unserer Family Office Service-Abteilung suchen wir per sofort eine/n motivierte/n Assistent/in, der/die für folgende Aufgaben verantwortlich wäre: Werde Teil unseres dynamischen Multi-Family Office Teams! In [...]Investment Outlook January 2024
Frayed Expectations The past year again confirmed that investors are compensated for taking on risk. Looking back, 2023 turned out to be an exceptional year for equities. In US dollar terms, the MSCI World global stock market index closed the year up 24 percent, fully recovering the previous year’s losses caused by central banks imposing [...]NextGen VSV Panel mit Jorge Frey
«Next Gen: Zukunft braucht Herkunft – Einblicke in wesentliche Aspekte einer Vermögensübertragung» Jorge Frey, Senior Partner und Head Family Governance spricht mit Mattia Hotz von der UBS über die wichtigen Aspekte des Vermögensübergangs am Berufstreffen des Verband Schweizerischer Vermögensverwalter (VSV). Das Gespräch wurde moderiert von Jamie Vrijhof, Vorstand des VSV. Was ist Family Governance genau, [...]Investment Outlook October 2023
Deceptive Calm Despite the shadow cast over risk assets by the steepest rise in US policy interest rates since 1980, and even after last year’s losses, global stock markets have rewarded investors so far this year, especially in US dollar terms, even those who underweighted the tech heavyweights that profited from the AI hype. Markets [...]25 years of Marcuard Family Office
Founder and Chairman of the Board of Directors Ulrich Burkhard looks back Ulrich, 25 years ago you and two partners founded Marcuard Family Office as one of the first independent multi-family offices in Switzerland. A novelty at the time. What motivated you? Our goal was to build an innovative business model to provide comprehensive and [...]Investment Outlook July 2023
Restraint, please! Following the turmoil in the banking system in March, the second quarter turned out to be surprisingly tranquil, as any significant economic and financial fallout failed to materialise, at least thus far. While credit growth in the US and Europe visibly slowed, global business prospects evolved stably, mainly supported by strong consumer demand [...]Bilanz Private-Banking-Rating
Bilanz Private-Banking-Rating: In der höchstgelegenen Kirche Zürichs legten sich Banker ins Zeug. Die Jury entschied sich für Raiffeisen als Gesamtsieger. Nadja Bleuler, Chefökonomin von Marcuard Family Office, war Teil der neunköpfigen Jury. Zum Artikel