Marcuard Family Office Ltd
- Regulatory AUM
- $8.7B
- Discretionary
- $4.1B
- Clients
- 139
- Avg AUM / client
- $62.3M
- Accounts
- 380
- Employees
- 36
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 12 | $2.9M | 0.03% |
| High net worth individuals | 65 | $5.5B | 63.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $3.2M | 0.04% |
| Charitable organizations | 6 | $31.1M | 0.36% |
| Insurance companies | 2 | $7.5M | 0.09% |
| Corporations and other businesses | 53 | $3.1B | 35.8% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burkhard, Ulrich, Walter | President Of Board Of Directors | Nov 1998 (28y) | 10% – 25% | |
| Dobler, Jörg, Albin | Head Asset Management, Managing Partner | Nov 1998 (28y) | 10% – 25% | |
| Stocker, Peter | Shareholder | Sep 2002 (24y) | 5% – 10% | |
| Frey, Jürg | Head Family Governance, Senior Partner | Nov 2006 (20y) | 5% – 10% | |
| Sutter, Martin | Chief Executive Officer, Managing Partner | Nov 2009 (17y) | 10% – 25% | |
| Grüter, Heiner, Albert | Member Of The Board Of Directors | Jul 2018 (8y) | Less than 5% | |
| Dörig, Lukas | Head Client Relationship Management, Managing Partner | Jan 2019 (8y) | 5% – 10% | |
| Schmid, Denise, Andrea | Head Tax, Legal & Compliance, Managing Partner | Jan 2020 (7y) | 5% – 10% | |
| Mancal, Andrea, Sabine Hilde | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Taheny, Karin, Isabelle | Member Of The Board Of Directors | Jun 2022 (4y) | Less than 5% | |
| Andreas Peter Arni | Deputy Ceo | CFA | Feb 2024 (3y) | 5% – 10% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Zürcher Kantonalbank $2.4B (28% of AUM) Jul 2026
- Cantonal Bank Of Zurich $1.3B (24% of AUM) Sep 2022
- Bank Julius Bar & Co. Ag, Zurich $844M (10% of AUM) Jul 2026
- Credit Suisse (Switzerland) Ltd $608M (11% of AUM) Sep 2022
- UBS $340M (13% of AUM) Mar 2019
- Bank Julius Baer & Co. Ltd. $295M (11% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗