Independent Wealth

Marcuard Heritage appoints Senior Managing Director

Marcuard Heritage (Singapore) has announced the appointment of Vincent Wee as Senior Managing Director.

Wee is an established banker with over three decades of experience in wealth management and investment banking. During the tenure of his career, Wee has held senior management roles at Citibank, Bank of America, UBS and most recently Deutsche Bank.

Work has taken him to the US, Hong Kong and now Singapore, where he has been based since 1997, according to a press release by the firm.

Armando Beer, CEO of Marcuard Heritage (Singapore), said “We are very excited to have Vincent on board. Our business model is designed to support senior bankers like him nurture their longstanding client relationships. Our platform is perfect for Vincent to dedicate more meaningful time to truly focus on his clients and serve the increasingly holistic wealth management needs of the Asian UHNWI.”

Wee is joined by assistant relationship manager, Joanne Tay, who has been managing his portfolio together since 2011 when she joined Deutsche Bank. Tay will continue her good work with Wee at Marcuard Heritage (Singapore).

Marcuard Heritage (Singapore) forms part of the Marcuard Heritage Group, an international independent wealth management company founded in Switzerland in 2003. Today, it has offices in Zurich, Moscow, Singapore, Limassol and London. Further, the institutional asset management company Alpinum Investment Management also belongs to the group and the company offers fiduciary services through a partnership with Swisspartners.