Objectivity and Independency

The objectivity of our actions is based on our independence from third parties and on our position and aim to solely represent the interests of our clients. We provide our clients with independent, unbiased, and complete advice. The investment solutions or structures we develop for our clients have undergone a strict selection process set up for our clients’ needs. Our analysis process and our position as trusted advisor to the client are fully independent of any external market participants. We decide and advise fully independent of any provision fees from external investment managers or any other third parties.

As a family office, Marcard, Stein & Co holds an extraordinary position within the Warburg Group: We are solely dedicated to our clients and their interests and needs. Our transparent fee model precludes any conflict of interest.