Head Family Governance, Senior Partner · Marcuard Family Office LTD
Jurg Frey
CRD 5846596 · Named on Form ADV at one SEC-registered adviser
At a glance
Marcuard Family Office LTD, an SEC-registered wealth manager based in Zurich, Switzerland with $8.7 billion in regulatory assets, lists Jurg Frey on its Form ADV as Head Family Governance, Senior Partner, a control person.
Firms and roles
- Marcuard Family Office LTDHead Family Governance, Senior PartnerWealth manager · Zurich, Switzerland · $8.7B in regulatory assets
AtlasMembers
Jurg’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (9)
- Jorg A. DoblerHead of Liquid Assets, Managing Partner, Marcuard Family Office LTD
- Peter StockerShareholder, Marcuard Family Office LTD
- Heiner A. GruterChairman of the Board of Directors, Marcuard Family Office LTD
- Lukas DorigHead Markets, Managing Partner, Marcuard Family Office LTD
- Denise A. SchmidGeneral Counsel, Head of Risk, Managing Partner, Marcuard Family Office LTD
4 more people named with Jurg on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jurg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.