HISTORY

 A team of over 60 experts specialized in key markets and dedicated to providing investment and wealth planning solutions for clients with complex financial needs.

Entrepreneurs from the very outset.

Guardian Global Advisory began with a vision to build a wealth management company fully focused on the client’s best interest.

Guardian Global Advisory was founded in 2003 by Sinan Bodmer, Adrian Guldener and Hans-Joerg Rudloff, three Swiss bankers with many years of experience in financial advising and building client relationships that span generations. They believed there was a better way to serve clients – one based on independence and integrity and focused entirely on their clients’ best interests.

The entrepreneurs broke away from the traditional bank model to start a wealth management company that allowed them to cultivate even closer ties with their clients and assemble the local and international expertise needed to meet their clients’ financial needs.

That entrepreneurial spirit has been a guiding light on our journey from then to now.

Guardian Global Advisory is founded in Zurich together with a representative office in Moscow.

Guardian Global Advisory obtains regulatory license for offices in Cyprus and Singapore and acquires a stake in FF Marcuard, a wealth management company based in Lugano.

Guardian Global Advisory establishes Alpinum Investment Management AG in Zurich, an asset manager licensed by FINMA to manage investment funds.

Guardian Global Advisory acquires a stake in Atlantis Marcuard, a Geneva-based wealth management company.

Guardian Global Advisory is a wealth management company with an 17-year track record.

We strive to provide you with a true sense of well-being. We work closely with you to understand your objectives and to devise a strategy tailored to help you reach your unique financial goals.

Address

12th floor, EY Tower, 100 Adelaide St W, Toronto, ON M5H 0E2, Canada
+1 (778) 785-0710

Buenos Aires, Laminar Catalinas, 240 Ing. Buttystreet 5th floor, C1001 AFB, Buenos Aires, Argentina
+54 11 5236-0635Compass Offices, Level 19/1 O’Connell St, Sydney NSW 2000, Australia
+61 7 3186 1015

Cathay Financial centre, No. 9, Songren Road, Xinyi District, Taipei City, Taiwan 110
+886 2 2656 5406