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.

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

Wilhelm von Stotzingen

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

Wilhelm von Stotzingen

Senior Relationship Manager & Business Development, Senior Partner

Cristina Pelloni

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

Cristina Pelloni

Assistant Portfolio Management

Sandro Widmer

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

Sandro Widmer

Assistant Portfolio Management

Heiner Grüter

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

Heiner Grüter

Member of the Board of Directors

Sabrina Jud

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

Sabrina Jud

Head Portfolio Management Services & Portfolio Manager

Sofia Sornik-Saravia

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

Sofia Sornik-Saravia

Senior Compliance Officer

Karin Taheny

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

Karin Taheny

Member of the Board of Directors

Cécile Zobl-Badertscher

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

Cécile Zobl-Badertscher

Senior Legal Counsel

Yves Hürlimann

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

Yves Hürlimann

Relationship Manager

Martin Sutter

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

Martin Sutter

Member of the Board of Directors, Senior Partner

Philipp Stokinger

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

Philipp Stokinger

Senior Investment Advisor, Partner

Lukas Dörig

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

Lukas Dörig

Head Client Relationship Management, Managing Partner

Mathias Zürcher

Mathias Zürcher

Investment Advisor

Tim Münger

Tim Münger

Analyst

Jérôme Ehrenbaum

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

Jérôme Ehrenbaum

Chief Financial Officer

Daniela Friis

Daniela Friis

Office Manager

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

Dina Dingas

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

Dina Dingas

Assistant Portfolio Management

Gianandrea Vedova

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

Gianandrea Vedova

Relationship Manager

Jane Chua

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

Jane Chua

Assistant Relationship Management

Denise Schmid

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

Denise Schmid

Head Tax, Legal & Compliance, Managing Partner

Pascal Gomez

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

Pascal Gomez

Senior Relationship Manager

Khalid Jalal

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

Khalid Jalal

Systems Engineer

Jorge Frey

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

Jorge Frey

Head Family Governance & Head HR, Senior Partner

Lukas Gadola

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

Lukas Gadola

Solution Engineer, Partner

Frank Nyffenegger

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

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner

Mauro Eichin

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

Mauro Eichin

Investment Advisor

Thomas Gnägi

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

Thomas Gnägi

Head Private Markets, Senior Partner

Vanessa Fasciati

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

Vanessa Fasciati

Deputy Head Client Relationship Management, Partner

Andrea Mancal

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

Andrea Mancal

Chief Compliance Officer, Partner

Alessandra Willingsdorfer

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

Alessandra Willingsdorfer

Relationship Manager

Samir Rajab

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

Samir Rajab

Head of Operations, Partner

Marius Zemkauskas

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

Marius Zemkauskas

Associate Tax, Legal & Compliance

Ulrich Burkhard

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

Ulrich Burkhard

Founder & Chairman

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

Heiner Grüter

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

Heiner Grüter

Member of the Board of Directors

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

Jörg Dobler

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

Jörg Dobler

Head Asset Management, Managing Partner

Denise Schmid

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

Denise Schmid

Head Tax, Legal & Compliance, Managing Partner

Jane Chua

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

Jane Chua

Assistant Relationship Management

Lukas Dörig

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

Lukas Dörig

Head Client Relationship Management, Managing Partner

Gianandrea Vedova

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

Gianandrea Vedova

Relationship Manager

Yves Hürlimann

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

Yves Hürlimann

Relationship Manager

Wilhelm von Stotzingen

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

Wilhelm von Stotzingen

Senior Relationship Manager & Business Development, Senior Partner

Alessandra Willingsdorfer

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

Alessandra Willingsdorfer

Relationship Manager

Pascal Gomez

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

Pascal Gomez

Senior Relationship 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

Jorge Frey

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

Jorge Frey

Head Family Governance & Head HR, Senior Partner

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

Thomas Gnägi

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

Thomas Gnägi

Head Private Markets, Senior Partner

Philipp Stokinger

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

Philipp Stokinger

Senior Investment Advisor, Partner

Jörg Dobler

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

Jörg Dobler

Head Asset Management, Managing Partner

Tim Münger

Tim Münger

Analyst

Mathias Zürcher

Mathias Zürcher

Investment Advisor

Sandro Widmer

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

Sandro Widmer

Assistant Portfolio Management

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

Christoph Orschel

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

Christoph Orschel

Head Liquid Markets, Partner

Cristina Pelloni

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

Cristina Pelloni

Assistant Portfolio Management

Sabrina Jud

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

Sabrina Jud

Head Portfolio Management Services & Portfolio Manager

Dina Dingas

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

Dina Dingas

Assistant Portfolio Management

Denise Schmid

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

Denise Schmid

Head Tax, Legal & Compliance, Managing Partner

Cécile Zobl-Badertscher

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

Cécile Zobl-Badertscher

Senior Legal Counsel

Marius Zemkauskas

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

Marius Zemkauskas

Associate Tax, Legal & Compliance

Andrea Mancal

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

Andrea Mancal

Chief Compliance Officer, Partner

Sofia Sornik-Saravia

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

Sofia Sornik-Saravia

Senior Compliance Officer

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

Samir Rajab

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

Samir Rajab

Head of Operations, Partner

Lukas Gadola

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

Lukas Gadola

Solution Engineer, Partner

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.

Bilanz: Private Banking Rating 2025

Private-Banking-Rating 2025: Die BILANZ hat für Miss Moneypenny die beste Bank gesucht. Im Final setzte sich eine kleine Privatbank durch. Marcuard Family Office war in der Jury vertreten.

The Outlook for the U.S. Dollar: Dominant, But No Longer Unquestioned

After a decade of dominance, the dollar is showing signs of strain. Policy shifts and global uncertainty are testing its role at the center of the financial system.

Should you set up your own single-family office?

Wealthy families often face crucial decisions when it comes to finding the right set-up for their wealth. In the past, setting up a single-family office (SFO) or mandating banks seemed to be the only viable options.

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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