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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Value prime
- Established Date
- 11-01-1998
- Office Locations
- 1
Office Locations
About Marcuard Family Office LTD
Marcuard Family Office Ltd is a Zurich-based independent multi-family office providing long-term wealth planning, portfolio construction and discretionary asset management. Investment focus spans public and private funds with allocations to fixed income and alternatives (private equity/credit, hedge funds, real estate) and ESG themes; serves qualified purchasers and operates across retail and institutional channels (platforms incl. SEI).
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JÖRG ALBIN DOBLER
Managing Partner
- CRD
- --
- Ownership
- 10% but less than 25%
MARTIN SUTTER
SENIOR PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
Harbor signal
Zenith focus
- CRD
- #70077
- Ownership
- 34.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,098,686,328 | $26,443,138 |
| Non-Discretionary | $4,563,131,586 | $20,280,585 |
| Total | $8,661,817,914 | $22,794,258 |
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Separately Managed Accounts
Total SMA Asset: $8,658,579,839
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $625,137,478 | 9.1% |
| Private Funds | $858,705,327 | 12.5% |
| Other | $1,030,446,393 | 15.0% |
| Cash | $961,749,966 | 14.0% |
| Corporate - Investment Grade | $645,746,406 | 9.4% |
| Equity - Exchange | $1,112,882,104 | 16.2% |
| Sovereign Bonds | $295,394,633 | 4.3% |
| U.S. Government/Agency | $1,339,580,310 | 19.5% |
| Total | $6,869,642,617 | 100.0% |