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Credentials
CFA®
Experience Industry experience
1 year
Location
Remote
Marcuard Family Office Ltd
Multi-team
Total advisors
1Clients per advisor
77 HighAvg AUM per client
$71,653,204 Very HighHNW client ratio
84% Very HighAndreas Arni is a CFA® charterholder with one year of industry experience, currently serving at Marcuard Family Office Ltd. He previously worked at Bank Lombard Odier & Co. for four years and at Credit Suisse, Swiss Universal Bank, for three years. Marcuard Family Office Ltd. provides investment advisory, private markets advisory, and family office services primarily to high-net-worth individuals and entities with account sizes typically at or above USD 20 million. The firm offers both discretionary and non-discretionary portfolio management, emphasizing consolidated reporting and private-fund sponsorship with a significant non-U.S. client base.
Based on Marcuard Family Office Ltd
Based on Marcuard Family Office Ltd
Flat fees applied for certain illiquid positions such as private equity funds and art, amount negotiated individually
$0 - $10 million: 0.8-1.2% annual fee for non-discretionary investment advisory services $0 - $10 million: 0.6-0.8% annual fee for discretionary investment advisory services $10 million - $25 million: 0.7-1.1% annual fee for non-discretionary investment advisory services $10 million - $25 million: 0.5-0.7% annual fee for discretionary investment advisory services $25 million - $50 million: 0.5-1.0% annual fee for non-discretionary investment advisory services $25 million - $50 million: 0.3-0.5% annual fee for discretionary investment advisory services Over $50 million+: Negotiable, based on services required and assets assessed
Hourly fees range from $300 to $650 per hour depending on employee seniority
Performance fees charged on Private Markets Investments for qualified clients, calculated individually per investment based on returns exceeding hurdle rates; also performance fees may apply with flat annual advisory fee and one-time subscription fee for Private Markets Advisory services
One-time subscription fee due at signing of each Private Markets Investment for eligible clients
Account minimum: $20 million Minimum fee: A minimum annual fee may be imposed as agreed in the client agreement, amount disclosed in agreement
Texas
1 year of industry experience
Marcuard Family Office Ltd.
2025 - Present • 1 year
Zurich
Marcuard Family Office Ltd.
2024 - 2024 • 1 year
Zurich
Bank Lombard Odier & Co.
2019 - 2023 • 4 years
Zurich
Credit Suisse, Swiss Universal Bank
2016 - 2019 • 3 years
Zurich
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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