Marcuard Family Office Ltd is an adviser based in Zurich. It manages $2.63 billion of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.
Marcuard Family Office provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and family governance services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Marcuard Family Office Ltd is $2.63 billion. The firm's AUM has gone down by -15% since the beginning of its operation, and $2.28 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Marcuard Family Office Ltd for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Moez Ahamed Jamal is high net worth individuals with 73 clients and $1.25 billion of assets under management. Among the 9 most similar advisory firms, Marcuard Family Office has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $2.63 billion for 174 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 77% of the firm’s clients are foreign persons or businesses.
Marcuard Family Office also advises several private funds.
The company employs 27 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Moez Ahamed Jamal has been acting as President since 1 Feb 2007. Heiner Grüter joined the executive team most recently as the Member Of Board Of Directors.
The principal office where Marcuard Family Office Ltd performs its advisory services is located at Theaterstrasse 12, Zurich, 8024 The mailing address of the firm is Theaterstrasse 12, Zurich, 8024. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 41 (43) 344 60 00 or by fax 41 (43) 344 60 01. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at marcuardfamilyoffice.com and its LinkedIn profile.