Multi-Family Office

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Marcuard Heritage

Marcuard Heritage was founded in 2003 by Swiss banking entrepreneurs Patrick Mueller, Sinan Bodmer and Adrian Guldener. The firm’s wealth origin traces to the...

Marcuard Heritage logo

Marcuard Heritage

Marcuard Heritage was founded in 2003 by Swiss banking entrepreneurs Patrick Mueller, Sinan Bodmer and Adrian Guldener. The firm’s wealth origin traces to the principals’ decades of experience in investment management and advisory. The firm allocates across digital assets, direct co-investments and SPVs, fund-of-funds, hedge funds and private credit. It maintains a real estate portfolio in Switzerland and globally alongside art and wine banking solutions. Geographic reach covers Europe, Asia, the Middle East and Central Asia, and South America. Sector exposure includes FinTech, gaming, digital health and healthcare services. The firm operates with a regulated structure in Switzerland and maintains membership in the Swiss Association of Asset Managers and the Investment Management Association of Singapore. Sinan Bodmer holds a prominent role in the Association of Independent Wealth Managers Singapore.

General information

Firm type

Multi Family Office

Year founded

2003

AUM

7500 (Altss estimate)

Location

Region

Europe

Country

Switzerland

City

Zurich

Corporate office

Zurich, Switzerland

Additional offices

Singapore

Principals

Sinan Bodmer

Co-Founder and Head of Singapore operations

Adrian Guldener

Co-Founder and Head of Zurich operations

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

FinTechGamingDigital HealthHealthcare Services

Frequently asked questions

Who runs investment decisions at Marcuard Heritage?

Patrick Mueller serves as CEO and Co-Founder. Sinan Bodmer and Adrian Guldener act as Co-Founders with operational leadership in Singapore and Zurich respectively.

Is Marcuard Heritage structured as a single family office or multi-family office?

It operates as a multi-family office providing services to global families across generations.

Does Marcuard Heritage participate in fund commitments or only direct deals?

The firm uses both fund commitments and direct co-investments through SPVs.

Where does the underlying wealth come from?

Wealth originated from the principals’ decades of experience in investment management and advisory.

What investment stages does Marcuard Heritage typically target?

The firm targets opportunities across hedge funds, private credit and digital assets without a single-stage restriction disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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