Marcuard Family Office Ltd (Zurich)

Name: Marcuard Family Office Ltd
Address: Theaterstrasse 12, Zurich, 8024
Telephone: 41 (43) 344 60 00

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.

Marcuard Family Office: assets under management

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 firm manages $1.66 billion in discretionary accounts and $968.79 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.14 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $26.18 million.

Investments

The firm invests in investment and business development companies the most. They account for 41% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 30% of the firm’s portfolio. Investments in cash and cash equivalents form 18% of the total invested assets.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Moez Ahamed Jamal serves?

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.

Careers at Marcuard Family Office Ltd

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ulrich Burkhard	Chair of board of directors, director	1 Nov 1998	75% - 100%	5846590
Jorg Dobler	Managing director, head asset mgt	1 Nov 1998	Other	5846593
Peter Stocker	Managing director, chief compliance officer	1 Sep 2002	Other	5846594
Jurg Frey	Managing director, head relationship mgt	1 Nov 2006	Other	5846596
Moez Ahamed Jamal	Director	1 Feb 2007	Other	4250888
Ernst Brugger	Director	1 Feb 2007	Other	5846598
Martin Sutter	Managing director, ceo	1 Nov 2009	Other	2802638
Simon Minder	Managing director and chief operating officer	1 Jul 2014	Other	6364650
Heiner Grüter	Member of board of directors	1 Jul 2018	Other	6996918

Based in Zurich

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.