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Wealth and Asset Management

Marcuard Heritage buys stake in Geneva WM

December 11, 2019

By News Team

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Marcuard Heritage has bought a minority stake in Geneva-based wealth management firm Atlantis Marcuard Switzerland. Atlantis Marcuard describes itself as a firm that emphasises the client-adviser relationship and incorporates ‘cutting-edge Fintech technologies’ into its business. It was founded in 2016 by Philippe Rudloff, who remains the CEO.

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