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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MARCUARD FAMILY OFFICE LTD

CRD 155003

ZURICH

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Search this name across graphsid dfx:ria:9fd08bfd-1567-92a4-dc6f-bc2bdb0f048f

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 11
On other graphs: 0
Observed: Mar 21, 2012 to Jul 17, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.64 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $8.7BItem 5.F on the latest filing (2026-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.1B
Private client RAUM: $5.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 64%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $8.7Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 36
Advisory employees: 19
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 380
Individual clients: 12
High net worth clients: 65
SEC number: 801-71914
CRD: 155003
Filings on the tape: 41
First filed: Mar 21, 2012
Latest filed: Jul 17, 2026
Organised: Corporation

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREAS PETER ARNI	Chartered Financial Analyst	Zurich	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DOBLER, JÖRG, ALBIN	HEAD OF LIQUID ASSETS, MANAGING PARTNER	B	yes	11/1998	Jul 17, 2026	Jul 17, 2026
DÖRIG, LUKAS	HEAD MARKETS, MANAGING PARTNER	A	yes	01/2019	Jul 17, 2026	Jul 17, 2026
Flury, Claudia	MEMBER OF THE BOARD OF DIRECTORS	Na	yes	06/2026	Jul 17, 2026	Jul 17, 2026
GRÜTER, HEINER, ALBERT	CHAIRMAN OF THE BOARD OF DIRECTORS	Na	yes	06/2026	Jul 17, 2026	Jul 17, 2026
MANCAL, ANDREA, SABINE HILDE	CHIEF COMPLIANCE OFFICER, CHIEF RISK OFFICER MANAGING PARTNER	Na	yes	01/2022	Jul 17, 2026	Jul 17, 2026
SCHMID, DENISE, ANDREA	GENERAL COUNSEL, HEAD OF RISK, MANAGING PARTNER	A	yes	01/2020	Jul 17, 2026	Jul 17, 2026
SUTTER, MARTIN	MEMBER OF THE BOARD OF DIRECTORS, SENIOR PARTNER	B	yes	01/2025	Jul 17, 2026	Jul 17, 2026
ARNI, ANDREAS, PETER	DEPUTY CEO	A	yes	02/2024	Mar 26, 2024	Apr 18, 2024
BURKHARD, ULRICH, WALTER	PRESIDENT OF BOARD OF DIRECTORS	B	yes	11/1998	Mar 21, 2012	Apr 18, 2024
TAHENY, KARIN, ISABELLE	MEMBER OF THE BOARD OF DIRECTORS	Na	yes	06/2022	Sep 19, 2022	Apr 18, 2024
STOCKER, PETER	SHAREHOLDER SENIOR PARTNER	Na	no	09/2002	Jul 17, 2026	Jul 17, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MFO CAPITAL LIMITED	n/a	n/a	n/a	Y	yes	n/a
MFO IDF I GP (BVI), LTD.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 21, 2026	$8.7B	$4.1B	36	19	0	n/a	n/a
2024	Apr 14, 2025	$6.8B	$3.2B	38	18	0	n/a	n/a
2023	Mar 26, 2024	$6.8B	$3.5B	36	18	0	n/a	n/a
2022	Mar 30, 2023	$5.9B	$3.0B	34	16	0	n/a	n/a
2021	Mar 31, 2022	$5.3B	$3.0B	31	16	0	n/a	n/a
2020	Mar 29, 2021	$5.0B	$2.9B	31	16	0	n/a	n/a
2019	Mar 25, 2020	$4.4B	$1.9B	28	16	0	n/a	n/a
2018	Mar 28, 2019	$2.6B	$1.7B	27	13	0	n/a	n/a
2017	Mar 23, 2018	$2.2B	$1.1B	28	12	0	n/a	n/a
2016	Mar 30, 2017	$3.6B	$2.4B	28	12	n/a	n/a	n/a
2015	Mar 23, 2016	$2.9B	$2.4B	26	11	n/a	n/a	n/a
2014	Mar 16, 2015	$2.9B	$2.6B	25	11	n/a	n/a	n/a
2013	Mar 28, 2014	$3.2B	$2.8B	25	10	n/a	n/a	n/a
2012	Mar 13, 2013	$3.4B	$2.7B	25	10	n/a	1	$34.5M
2011	Mar 21, 2012	$3.8B	$2.6B	n/a	n/a	n/a	1	$21.6M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$8.7B	$6.8B	26.9%	$5.9B	13.9%	36	38	0	0

Relationships

Registered with (1)

← ANDREAS PETER ARNIAdvisorregistration: current employment
Jul 15, 2025 to presentfactForm ADV

Controls (6)

← SUTTER, MARTINOwnerCHIEF EXECUTIVE OFFICER, MANAGING PARTNER, ownership code B, individual
Mar 21, 2012 to Apr 18, 2024factForm ADV
← BURKHARD, ULRICH, WALTEROwnerPRESIDENT OF BOARD OF DIRECTORS, ownership code B, individual
Mar 21, 2012 to Apr 18, 2024factForm ADV
← SCHMID, DENISE, ANDREAOwnerHEAD TAX, LEGAL & COMPLIANCE, MANAGING PARTNER, ownership code A, individual
Aug 6, 2020 to Apr 18, 2024factForm ADV
← MANCAL, ANDREA, SABINE HILDEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 19, 2022 to Apr 18, 2024factForm ADV
← TAHENY, KARIN, ISABELLEOwnerMEMBER OF THE BOARD OF DIRECTORS, ownership code NA, individual
Sep 19, 2022 to Apr 18, 2024factForm ADV
← ARNI, ANDREAS, PETEROwnerDEPUTY CEO, ownership code A, individual
Mar 26, 2024 to Apr 18, 2024factForm ADV

Owns (1)

← STOCKER, PETEROwnerSHAREHOLDER, ownership code A, individual
Mar 21, 2012 to Apr 18, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Marcuard Family Office Ltd reported RAUM $8.7B, up 27% from $6.8B (2025-08-11 to 2026-03-27)
Form ADVobserved 3 days ago
$1.8B
Occurred
Mar 26, 2024
Control person joined
Peter Andreas Arni (Deputy Ceo) appeared on Schedule A of Marcuard Family Office Ltd
Form ADVobserved 3 days ago
Occurred
Sep 19, 2022
Control person joined
Sabine Hilde Andrea Mancal (Chief Compliance Officer) appeared on Schedule A of Marcuard Family Office Ltd
Form ADVobserved 3 days ago
Occurred
Sep 19, 2022
Control person joined
Isabelle Karin Taheny (Member Of The Board Of Directors) appeared on Schedule A of Marcuard Family Office Ltd
Form ADVobserved 3 days ago
Occurred
Mar 29, 2021
Control person left
Ahamed Moez Jamal (Member Of The Board Of Directors) no longer on Schedule A of Marcuard Family Office Ltd (listed 2020-08-20, absent 2021-03-29)
Form ADVobserved 3 days ago
Occurred
Aug 6, 2020
Control person left
Jorg Dobler (Managing Director, Head Asset Mgt) no longer on Schedule A of Marcuard Family Office Ltd (listed 2020-07-15, absent 2020-08-06)
Form ADVobserved 3 days ago
Occurred
Aug 6, 2020
Control person left
Jurg Frey (Managing Director, Head Relationship Mgt) no longer on Schedule A of Marcuard Family Office Ltd (listed 2020-07-15, absent 2020-08-06)
Form ADVobserved 3 days ago
Occurred
Aug 6, 2020
Control person joined
Andrea Denise Schmid (Head Tax, Legal & Compliance, Managing Partner) appeared on Schedule A of Marcuard Family Office Ltd
Form ADVobserved 3 days ago
Occurred
Jul 15, 2020
Control person left
Simon Minder (Managing Director, Chief Operating Officer) no longer on Schedule A of Marcuard Family Office Ltd (listed 2020-06-19, absent 2020-07-15)
Form ADVobserved 3 days ago
Occurred
Mar 25, 2020
Regulatory AUM changed
Marcuard Family Office Ltd reported RAUM $4.4B, up 69% from $2.6B (2019-03-28 to 2020-03-25)
Form ADVobserved 3 days ago
$1.8B
Occurred
Mar 23, 2018
Regulatory AUM changed
Marcuard Family Office Ltd reported RAUM $2.2B, down 40% from $3.6B (2017-04-12 to 2018-03-23)
Form ADVobserved 3 days ago
$-1.5B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9fd08bfd-1567-92a4-dc6f-bc2bdb0f048f
First observed: Mar 21, 2012
Last observed: Jul 17, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARCUARD FAMILY OFFICE LTD

CRD 155003

ZURICH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fd08bfd-1567-92a4-dc6f-bc2bdb0f048f

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:02 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREAS PETER ARNI

Chartered Financial Analyst

Zurich

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DOBLER, JÖRG, ALBIN

HEAD OF LIQUID ASSETS, MANAGING PARTNER

yes

11/1998

Jul 17, 2026

DÖRIG, LUKAS

HEAD MARKETS, MANAGING PARTNER

yes

01/2019

Jul 17, 2026

Flury, Claudia

MEMBER OF THE BOARD OF DIRECTORS

yes

06/2026

Jul 17, 2026

GRÜTER, HEINER, ALBERT

CHAIRMAN OF THE BOARD OF DIRECTORS

yes

06/2026

Jul 17, 2026

MANCAL, ANDREA, SABINE HILDE

CHIEF COMPLIANCE OFFICER, CHIEF RISK OFFICER MANAGING PARTNER

yes

01/2022

Jul 17, 2026

SCHMID, DENISE, ANDREA

GENERAL COUNSEL, HEAD OF RISK, MANAGING PARTNER

yes

01/2020

Jul 17, 2026

SUTTER, MARTIN

MEMBER OF THE BOARD OF DIRECTORS, SENIOR PARTNER

yes

01/2025

Jul 17, 2026

ARNI, ANDREAS, PETER

DEPUTY CEO

yes

02/2024

Mar 26, 2024

Apr 18, 2024

BURKHARD, ULRICH, WALTER

PRESIDENT OF BOARD OF DIRECTORS

yes

11/1998

Mar 21, 2012

Apr 18, 2024

TAHENY, KARIN, ISABELLE

MEMBER OF THE BOARD OF DIRECTORS

yes

06/2022

Sep 19, 2022

Apr 18, 2024

STOCKER, PETER

SHAREHOLDER SENIOR PARTNER

09/2002

Jul 17, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MFO CAPITAL LIMITED

n/a

yes

n/a

MFO IDF I GP (BVI), LTD.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 21, 2026

$8.7B

$4.1B

n/a

2024

Apr 14, 2025

$6.8B

$3.2B

n/a

2023

Mar 26, 2024

$6.8B

$3.5B

n/a

2022

Mar 30, 2023

$5.9B

$3.0B

n/a

2021

Mar 31, 2022

$5.3B

$3.0B

n/a

2020

Mar 29, 2021

$5.0B

$2.9B

n/a

2019

Mar 25, 2020

$4.4B

$1.9B

n/a

2018

Mar 28, 2019

$2.6B

$1.7B

n/a

2017

Mar 23, 2018

$2.2B

$1.1B

n/a

2016

Mar 30, 2017

$3.6B

$2.4B

n/a

2015

Mar 23, 2016

$2.9B

$2.4B

n/a

2014

Mar 16, 2015

$2.9B

$2.6B

n/a

2013

Mar 28, 2014

$3.2B

$2.8B

n/a

2012

Mar 13, 2013

$3.4B

$2.7B

n/a

$34.5M

2011

Mar 21, 2012

$3.8B

$2.6B

n/a

$21.6M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$8.7B

$6.8B

26.9%

$5.9B

13.9%