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.

Daniela Friis

Daniela Friis

Office Manager

Vanessa Fasciati

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

Vanessa Fasciati

Deputy Head Client Relationship Management, Partner

Sofia Sornik-Saravia

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

Sofia Sornik-Saravia

Senior Compliance Officer

Samir Rajab

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

Samir Rajab

Head of Operations, Partner

Jörg Dobler

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

Jörg Dobler

Head Asset Management, Managing Partner

Dina Dingas

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

Dina Dingas

Assistant Portfolio Management

Magdalena Hauser-Wallin

https://www.linkedin.com/company/marcuard-family-office/

Magdalena Hauser-Wallin

Business Controller

Khalid Jalal

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

Khalid Jalal

Systems Engineer

Thomas Gnägi

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

Thomas Gnägi

Head Private Markets, Senior Partner

Alessandra Willingsdorfer

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

Alessandra Willingsdorfer

Relationship Manager

Karin Taheny

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

Karin Taheny

Member of the Board of Directors

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

Senior Relationship Manager & Business Development, Senior Partner

Heiner Grüter

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

Heiner Grüter

Member of the Board of Directors

Gianandrea Vedova

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

Gianandrea Vedova

Relationship Manager

Nadja Bleuler

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

Nadja Bleuler

Chief Economist, Partner

Pascal Gomez

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

Pascal Gomez

Senior Relationship Manager

Ulrich Burkhard

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

Ulrich Burkhard

Founder & Chairman

Andreas Arni

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

Andreas Arni

Chief Executive Officer, Managing Partner

Mathias Zürcher

Mathias Zürcher

Investment Advisor

Marius Zemkauskas

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

Marius Zemkauskas

Associate Tax, Legal & Compliance

Ermir Demaj

https://www.linkedin.com/in/ermir-demaj-38117b195/

Ermir Demaj

Business Engineer

Andrea Mancal

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

Andrea Mancal

Chief Compliance Officer, Partner

Martin Sutter

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

Martin Sutter

Member of the Board of Directors, Senior Partner

Mauro Eichin

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

Mauro Eichin

Investment Advisor

Cécile Zobl-Badertscher

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

Cécile Zobl-Badertscher

Senior Legal Counsel

Denise Schmid

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

Denise Schmid

Head Tax, Legal & Compliance, Managing Partner

Jérôme Ehrenbaum

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

Jérôme Ehrenbaum

Chief Financial Officer

Lukas Dörig

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

Lukas Dörig

Head Client Relationship Management, Managing Partner

Jane Chua

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

Jane Chua

Assistant Relationship Management

Jorge Frey

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

Jorge Frey

Head Family Governance & Head HR, Senior Partner

Yves Hürlimann

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

Yves Hürlimann

Relationship Manager

Cristina Pelloni

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

Cristina Pelloni

Assistant Portfolio Management

Michelle El Semari

https://www.linkedin.com/in/michelle-el-semari-28811744/

Michelle El Semari

Office & HR Manager

Lukas Gadola

https://www.linkedin.com/company/marcuard-family-office/

Lukas Gadola

Solution Engineer, Partner

Sandro Widmer

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

Sandro Widmer

Assistant Portfolio Management

Sabrina Jud

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

Sabrina Jud

Head Portfolio Management Services & Portfolio Manager

Philipp Stokinger

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

Philipp Stokinger

Senior Investment Advisor, Partner

Tim Münger

Tim Münger

Analyst

Christoph Orschel

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

Christoph Orschel

Head Liquid Markets, Partner

Heiner Grüter

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

Heiner Grüter

Member of the Board of Directors

Karin Taheny

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

Karin Taheny

Member of the Board of Directors

Martin Sutter

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

Martin Sutter

Member of the Board of Directors, Senior Partner

Ulrich Burkhard

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

Ulrich Burkhard

Founder & Chairman

Denise Schmid

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

Denise Schmid

Head Tax, Legal & Compliance, Managing Partner

Jörg Dobler

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

Jörg Dobler

Head Asset Management, Managing Partner

Andreas Arni

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

Andreas Arni

Chief Executive Officer, Managing Partner

Lukas Dörig

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

Lukas Dörig

Head Client Relationship Management, Managing Partner

Alessandra Willingsdorfer

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

Alessandra Willingsdorfer

Relationship Manager

Lukas Dörig

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

Lukas Dörig

Head Client Relationship Management, Managing Partner

Jorge Frey

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

Jorge Frey

Head Family Governance & Head HR, Senior Partner

Wilhelm von Stotzingen

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

Wilhelm von Stotzingen

Senior Relationship Manager & Business Development, Senior Partner

Yves Hürlimann

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

Yves Hürlimann

Relationship Manager

Pascal Gomez

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

Pascal Gomez

Senior Relationship Manager

Jane Chua

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

Jane Chua

Assistant Relationship Management

Michelle El Semari

https://www.linkedin.com/in/michelle-el-semari-28811744/

Michelle El Semari

Office & HR Manager

Vanessa Fasciati

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

Vanessa Fasciati

Deputy Head Client Relationship Management, Partner

Frank Nyffenegger

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

Frank Nyffenegger

Senior Relationship Manager & Family Governance, 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

Frank Nyffenegger

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

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner

Christoph Orschel

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

Christoph Orschel

Head Liquid Markets, Partner

Nadja Bleuler

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

Nadja Bleuler

Chief Economist, 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

Sandro Widmer

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

Sandro Widmer

Assistant Portfolio Management

Jörg Dobler

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

Jörg Dobler

Head Asset Management, Managing Partner

Mauro Eichin

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

Mauro Eichin

Investment Advisor

Dina Dingas

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

Dina Dingas

Assistant Portfolio Management

Sabrina Jud

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

Sabrina Jud

Head Portfolio Management Services & Portfolio Manager

Cristina Pelloni

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

Cristina Pelloni

Assistant Portfolio Management

Andrea Mancal

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

Andrea Mancal

Chief Compliance Officer, Partner

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

Head Tax, Legal & Compliance, Managing Partner

Sofia Sornik-Saravia

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

Sofia Sornik-Saravia

Senior Compliance Officer

Cécile Zobl-Badertscher

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

Cécile Zobl-Badertscher

Senior Legal Counsel

Samir Rajab

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

Samir Rajab

Head of Operations, Partner

Khalid Jalal

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

Khalid Jalal

Systems Engineer

Magdalena Hauser-Wallin

https://www.linkedin.com/company/marcuard-family-office/

Magdalena Hauser-Wallin

Business Controller

Ermir Demaj

https://www.linkedin.com/in/ermir-demaj-38117b195/

Ermir Demaj

Business Engineer

Lukas Gadola

https://www.linkedin.com/company/marcuard-family-office/

Lukas Gadola

Solution Engineer, Partner

Jérôme Ehrenbaum

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

Jérôme Ehrenbaum

Chief Financial Officer

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 Januar 2025

Bracing for Trumponomics 2.0

Führungswechsel bei Marcuard Family Office

Nach mehr als einem Jahrzehnt engagierter Tätigkeit wird Martin Sutter seine Rolle als Chief Executive Officer zum 1. Januar 2025 weitergeben.

Bilanz: Superreiche setzen auf diskrete Family Offices

Mit möglichst wenig Aufsehen legen Family Offices Hunderte Milliarden an. Die höchsten Renditen holen sie an illiquiden Märkten ein.

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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