Sascha Steinmann brings over 20 years of experience in the independent wealth management sector, having held senior roles at Julius Baer, LGT, and VP Bank. Most recently, he served as Lead Business Development Intermediaries at VP Bank.

Founded in 2003, Marcuard Heritage is an independent international wealth manager with a team of around 60 employees spread across offices in Zurich, Singapore, and Limassol. The firm specializes in tailored financial solutions for high-net-worth individuals and families, with a focus on preserving and growing wealth across generations.

From Zurich to Abu Dhabi

In recent years, Marcuard Heritage has steadily expanded its global footprint. In November 2024, the firm opened a new office in Abu Dhabi, aiming to bridge key markets in Asia and Europe, according to a report by finews.com.

Earlier in 2024, in May, Michel Keiser, a former Credit Suisse banker, was appointed CEO of the firm’s Singapore branch to strengthen its activities in the region. This development was also published by finews.com.

Further Growth Ambitions

The appointment of Sascha Steinmann underscores Marcuard Heritage’s commitment to strategically enhancing its partnerships with banks and driving further growth.

Patrick Stauber, CEO of Marcuard Heritage, emphasized the critical role that banks play as essential partners for independent wealth managers. He described Steinmann as the ideal expert for this position, expressing confidence that Steinmann’s experience and network will significantly contribute to the firm’s continued development.