Expertise

Lernen Sie unser Team kennen

Unser Team besteht aus engagierten Persönlichkeiten, die ein breites Spektrum an Expertise abdecken. Zu ihnen gehören erfahrene Profis in den Bereichen Anlagen, Nachhaltigkeit, Family Governance, Recht und Projektmanagement sowie versatile Allrounder.

Philipp Stokinger

https://www.linkedin.com/in/philippstokinger/

Philipp Stokinger

Senior Investment Advisor, Partner

Sandro Widmer

https://www.linkedin.com/in/sandro-widmer-7972b7124/

Sandro Widmer

Assistant Portfolio Management

Pascal Gomez

https://www.linkedin.com/in/pascal-gomez-246888bb/

Pascal Gomez

Senior Relationship Manager

Jörg Dobler

https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Head Asset Management, Managing Partner

Vanessa Fasciati

https://www.linkedin.com/in/vanessa-fasciati-73a89340/

Vanessa Fasciati

Deputy Head Client Relationship Management, Partner

Khalid Jalal

https://www.linkedin.com/in/kjalal/

Khalid Jalal

Systems Engineer

Lukas Gadola

https://www.linkedin.com/company/marcuard-family-office/

Lukas Gadola

Solution Engineer, Partner

Frank Nyffenegger

https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner

Wilhelm von Stotzingen

https://www.linkedin.com/in/wilhelm-von-stotzingen-b425797a/

Wilhelm von Stotzingen

Senior Relationship Manager & Business Development, Senior Partner

Heiner Grüter

https://www.linkedin.com/in/heinergrueter/

Heiner Grüter

Member of the Board of Directors

Samir Rajab

https://www.linkedin.com/in/samir-rajab/

Samir Rajab

Head of Operations, Partner

Magdalena Hauser-Wallin

https://www.linkedin.com/company/marcuard-family-office/

Magdalena Hauser-Wallin

Business Controller

Karin Taheny

https://www.linkedin.com/in/karintaheny/

Karin Taheny

Member of the Board of Directors

Cristina Pelloni

https://www.linkedin.com/in/cristina-pelloni-a2404b86/

Cristina Pelloni

Assistant Portfolio Management

Andreas Arni

https://www.linkedin.com/in/andreas-arni/

Andreas Arni

Chief Executive Officer, Managing Partner

Martin Sutter

https://www.linkedin.com/in/martin-sutter-2ab14b6/

Martin Sutter

Member of the Board of Directors, Senior Partner

Christoph Orschel

https://www.linkedin.com/in/christophorschel/

Christoph Orschel

Head Liquid Markets, Partner

Jérôme Ehrenbaum

https://www.linkedin.com/in/j%C3%A9r%C3%B4me-ehrenbaum-4872b9125/

Jérôme Ehrenbaum

Chief Financial Officer

Gianandrea Vedova

https://www.linkedin.com/in/gianandrea-vedova-56268511a/

Gianandrea Vedova

Relationship Manager

Alessandra Willingsdorfer

https://www.linkedin.com/in/alessandrawillingsdorfer/

Alessandra Willingsdorfer

Relationship Manager

Lukas Dörig

https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Client Relationship Management, Managing Partner

Daniela Friis

Daniela Friis

Office Manager

Jane Chua

https://www.linkedin.com/in/jane-chua-25ba56255/

Jane Chua

Assistant Relationship Management

Jorge Frey

https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner

Dina Dingas

https://www.linkedin.com/in/dina-dingas-1aa356219/

Dina Dingas

Assistant Portfolio Management

Mathias Zürcher

Mathias Zürcher

Investment Advisor

Yves Hürlimann

https://www.linkedin.com/in/yves-h%C3%BCrlimann-b4ab85150/

Yves Hürlimann

Relationship Manager

Sofia Sornik-Saravia

https://www.linkedin.com/in/sofia-sornik-556890a4/

Sofia Sornik-Saravia

Senior Compliance Officer

Nadja Bleuler

https://www.linkedin.com/in/nadja-bleuler-7b1703a9/

Nadja Bleuler

Chief Economist, Partner

Andrea Mancal

https://www.linkedin.com/in/a-m-1664b932/

Andrea Mancal

Chief Compliance Officer, Partner

Thomas Gnägi

https://www.linkedin.com/in/thomas-gnaegi-95375b30/

Thomas Gnägi

Head Private Markets, Senior Partner

Mauro Eichin

https://www.linkedin.com/in/mauro-eichin/

Mauro Eichin

Investment Advisor

Cécile Zobl-Badertscher

https://www.linkedin.com/in/c%C3%A9cile-zobl-badertscher-89a61884/

Cécile Zobl-Badertscher

Senior Legal Counsel

Marius Zemkauskas

https://www.linkedin.com/in/marius-%C5%BEemkauskas-83567b129/

Marius Zemkauskas

Associate Tax, Legal & Compliance

Ulrich Burkhard

https://www.linkedin.com/in/ulrich-burkhard-9718291b/

Ulrich Burkhard

Founder & Chairman

Sabrina Jud

https://www.linkedin.com/in/sabrina-jud-10746313b/

Sabrina Jud

Head Portfolio Management Services & Portfolio Manager

Tim Münger

Tim Münger

Analyst

Denise Schmid

https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

Head Tax, Legal & Compliance, Managing Partner

Martin Sutter

https://www.linkedin.com/in/martin-sutter-2ab14b6/

Martin Sutter

Member of the Board of Directors, Senior Partner

Heiner Grüter

https://www.linkedin.com/in/heinergrueter/

Heiner Grüter

Member of the Board of Directors

Karin Taheny

https://www.linkedin.com/in/karintaheny/

Karin Taheny

Member of the Board of Directors

Ulrich Burkhard

https://www.linkedin.com/in/ulrich-burkhard-9718291b/

Ulrich Burkhard

Founder & Chairman

Denise Schmid

https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

Head Tax, Legal & Compliance, Managing Partner

Jörg Dobler

https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Head Asset Management, Managing Partner

Andreas Arni

https://www.linkedin.com/in/andreas-arni/

Andreas Arni

Chief Executive Officer, Managing Partner

Lukas Dörig

https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Client Relationship Management, Managing Partner

Pascal Gomez

https://www.linkedin.com/in/pascal-gomez-246888bb/

Pascal Gomez

Senior Relationship Manager

Jorge Frey

https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner

Jane Chua

https://www.linkedin.com/in/jane-chua-25ba56255/

Jane Chua

Assistant Relationship Management

Yves Hürlimann

https://www.linkedin.com/in/yves-h%C3%BCrlimann-b4ab85150/

Yves Hürlimann

Relationship Manager

Frank Nyffenegger

https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner

Lukas Dörig

https://www.linkedin.com/in/lukas-d%C3%B6rig-cfa-caia-70442838/

Lukas Dörig

Head Client Relationship Management, Managing Partner

Alessandra Willingsdorfer

https://www.linkedin.com/in/alessandrawillingsdorfer/

Alessandra Willingsdorfer

Relationship Manager

Gianandrea Vedova

https://www.linkedin.com/in/gianandrea-vedova-56268511a/

Gianandrea Vedova

Relationship Manager

Wilhelm von Stotzingen

https://www.linkedin.com/in/wilhelm-von-stotzingen-b425797a/

Wilhelm von Stotzingen

Senior Relationship Manager & Business Development, Senior Partner

Vanessa Fasciati

https://www.linkedin.com/in/vanessa-fasciati-73a89340/

Vanessa Fasciati

Deputy Head Client Relationship Management, Partner

Frank Nyffenegger

https://www.linkedin.com/in/frank-nyffenegger-07040916/

Frank Nyffenegger

Senior Relationship Manager & Family Governance, Senior Partner

Jorge Frey

https://www.linkedin.com/in/jorge-jürg-frey-54281717b/

Jorge Frey

Head Family Governance & Head HR, Senior Partner

Christoph Orschel

https://www.linkedin.com/in/christophorschel/

Christoph Orschel

Head Liquid Markets, Partner

Thomas Gnägi

https://www.linkedin.com/in/thomas-gnaegi-95375b30/

Thomas Gnägi

Head Private Markets, Senior Partner

Jörg Dobler

https://www.linkedin.com/in/jörg-dobler-200075187/

Jörg Dobler

Head Asset Management, Managing Partner

Mauro Eichin

https://www.linkedin.com/in/mauro-eichin/

Mauro Eichin

Investment Advisor

Mathias Zürcher

Mathias Zürcher

Investment Advisor

Tim Münger

Tim Münger

Analyst

Philipp Stokinger

https://www.linkedin.com/in/philippstokinger/

Philipp Stokinger

Senior Investment Advisor, Partner

Sandro Widmer

https://www.linkedin.com/in/sandro-widmer-7972b7124/

Sandro Widmer

Assistant Portfolio Management

Nadja Bleuler

https://www.linkedin.com/in/nadja-bleuler-7b1703a9/

Nadja Bleuler

Chief Economist, Partner

Cristina Pelloni

https://www.linkedin.com/in/cristina-pelloni-a2404b86/

Cristina Pelloni

Assistant Portfolio Management

Sabrina Jud

https://www.linkedin.com/in/sabrina-jud-10746313b/

Sabrina Jud

Head Portfolio Management Services & Portfolio Manager

Dina Dingas

https://www.linkedin.com/in/dina-dingas-1aa356219/

Dina Dingas

Assistant Portfolio Management

Marius Zemkauskas

https://www.linkedin.com/in/marius-%C5%BEemkauskas-83567b129/

Marius Zemkauskas

Associate Tax, Legal & Compliance

Sofia Sornik-Saravia

https://www.linkedin.com/in/sofia-sornik-556890a4/

Sofia Sornik-Saravia

Senior Compliance Officer

Cécile Zobl-Badertscher

https://www.linkedin.com/in/c%C3%A9cile-zobl-badertscher-89a61884/

Cécile Zobl-Badertscher

Senior Legal Counsel

Denise Schmid

https://www.linkedin.com/in/denise-schmid-bb179319/

Denise Schmid

Head Tax, Legal & Compliance, Managing Partner

Andrea Mancal

https://www.linkedin.com/in/a-m-1664b932/

Andrea Mancal

Chief Compliance Officer, Partner

Samir Rajab

https://www.linkedin.com/in/samir-rajab/

Samir Rajab

Head of Operations, Partner

Khalid Jalal

https://www.linkedin.com/in/kjalal/

Khalid Jalal

Systems Engineer

Jérôme Ehrenbaum

https://www.linkedin.com/in/j%C3%A9r%C3%B4me-ehrenbaum-4872b9125/

Jérôme Ehrenbaum

Chief Financial Officer

Magdalena Hauser-Wallin

https://www.linkedin.com/company/marcuard-family-office/

Magdalena Hauser-Wallin

Business Controller

Lukas Gadola

https://www.linkedin.com/company/marcuard-family-office/

Lukas Gadola

Solution Engineer, Partner

2/3

aller Mitarbeitenden sind Aktionärinnen und Aktionäre

45%

Prozent unseres Personals sind Frauen

9

Jahre

beträgt die durchschnittliche Betriebszugehörigkeit bei Marcuard Family Office.

42

Jahre

ist das Durchschnittsalter unserer Mitarbeitenden.

Investment Outlook April 2025

Trumponomics: From Bump to Slump

‍Aligning Your Entire Portfolio for Positive Impact

At first glance, aligning your portfolio for positive impact might seem straightforward—simply invest in companies that do good and avoid those that don’t. But in reality, it's more complex. Here’s why.

Investment Outlook Januar 2025

Bracing for Trumponomics 2.0

Marcuard Family Office wurde 1998 in Zürich gegründet und ist ein unabhängiges, partnergeführtes Multi-Family Office.

Als Family Office kümmern wir uns umfassend um alle relevanten Vermögensthemen. Damit Ihnen Zeit bleibt für andere Dinge.

Ganz gleich, ob Sie Ihr Unternehmen verkaufen, die aktuelle Situation restrukturieren, oder schwierige familiäre Verhältnisse meistern – die damit verbundenen Herausforderungen können überwältigend sein. Als erfahrene Berater begleiten wir Sie professionell durch Phasen des Übergangs und auch durch ruhigere Zeiten.

Copyright © 2025 Marcuard Family Office in Zürich. Alle Rechte vorbehalten
Datenschutzbestimmungen | Impressum | Disclaimer