Wealth Manager Recruits Former Credit Suisse HR Specialist

Transformation and diversification form the cornerstone of Marcuard Heritage’s growth strategy, launched last year. This approach seeks to tap into new markets and attract the next generation of clients. To achieve these objectives, additional expertise will be essential at every level. A newly appointed Board Director emphasizes this ambition.

Swiss independent asset manager Marcuard Heritage, which also maintains a strong presence in Singapore, is expanding its Board of Directors. Monica Dahinden, an experienced HR specialist, is joining the internationally active wealth manager, finews.asia has learned. A spokesperson confirmed the move.

Dahinden most recently served as Head People Swiss Bank & Region Switzerland at Credit Suisse, where she was responsible for around 17,000 employees.

Times of Change

Transformation and diversification are the core elements of Marcuard Heritage’s growth strategy, which was launched last year, the firm added. This strategy is aiming to tap into new markets and attract the next generation of clients. Achieving these goals will require additional expertise at all levels.

«During times of change, in particular, we also need additional expertise on the Board of Directors to help us maintain and promote this asset. For us, Monica Dahin-den is the ideal addition to our Board of Directors,» Sinan Bodmer, founder of Marcuard Heritage, said.

From Insurance to Banking

Dahinden, a graduate of the University of St.Gallen, brings more than 20 years of HR leadership experience. After starting her career in the insurance sector, she went on to hold various HR management roles at Bank Julius Baer and Credit Suisse.

Marcuard Heritage, founded in 2003, is a globally leading independent wealth manager with offices in Zurich, Singapore, Abu Dhabi and Limassol. The team of around 60 employees manages approximately $5 billion, offering clients personalised wealth planning and investment opportunities.