Marcuard Heritage Expands Shareholder Base
Independent Swiss wealth manager Marcuard Heritage, which also maintains a presence in Singapore, has expanded its shareholder base to include several senior executives, finews.asia has learned. For the company’s founders, the step also comes with a succession plan.
Founded in 2003, independent wealth manager Marcuard Heritage has added a total of six people to its shareholder ranks, according to information received. All the new shareholders are long-standing employees with market and/or specialist responsibilities.
In addition to the six new co-owners, two existing employees increased their stakes. Together, they now hold just over one-third of the share capital. For Marcuard Heritage founders Sinan Bodmer and Adrian Guldener, the expansion of the shareholder base also forms part of a succession plan.
Next Generation
«Committed employees are essential to our growth strategy. The opportunity to participate in the company as shareholders is intended to reward this commitment while also ensuring the long-term development of Marcuard Heritage,» said Sinan Bodmer, co-founder of Marcuard Heritage.
«As founders, it is our task on the one hand to lead by example in fostering an entrepreneurial culture and, on the other, to open up this opportunity to the next generation,» he added.
New Shareholders
As of mid-2025, the following individuals will hold new stakes in the company: Alexander Lauber, CEO of Alpinum Investment Management; Alexis Xenophontos, CEO of Marcuard Heritage (Europe); Michael Künzi, CEO of Marcuard Heritage (Middle East); Peter Alder, COO and Head of Compliance at Marcuard Heritage; Reto Ineichen, CIO of Alpinum Investment Management; and Hakan Sesle, Head of Investment Solutions at Marcuard Heritage.
Marcuard Heritage operates globally with offices in Zurich, Singapore, Abu Dhabi, and Limassol. Its team of over 70 employees manages more than 5 billion dollars and offers clients bespoke wealth planning and investment solutions.
