About
Began at Swiss Bank Corporation in 1985 and built a global career as a private wealth manager and manager of Brazil teams, developing an extensive Latin American financial network.
Experience
- Cambridge Family Enterprise Group (CFEG)Senior Advisor and Associate Partnercurrent2022 — presentNew York, New York, United States
- ParkviewSenior Advisor and Head of New York Officecurrent2012 — presentGreater New York City Area
- UBS Wealth ManagementManaging Director2007 — 2011New York, NY
- UBS Wealth ManagementExecutive Director2004 — 2007New York, NY
- UBS Wealth ManagementDirector1999 — 2004New York, NY
- UBS Wealth ManagementAssociate Director1995 — 1999São Paulo, Brazil
Education
- IMDBusiness Program, Perfecting the Client Experience2007
- Zurich Business School (Kaufmännischer Verein Zürich - KVZ)Bachelors, Economics1985 — 1988
Skills & more
Wealth Management99Equities99Private Banking99Investments99Investment Banking84Wealth Management Services45Financial Services47Structured Products27Fixed Income46Alternative Investments22Mergers & Acquisitions30Hedge Funds27
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Financial AdvisoryInvestment AdvisoryEmerging MarketsSecuritiesFinancial MarketsPortfolio ManagementAsset ManagementValuationBloombergTrading SystemsStrategySwiss GermanLanguages English · German · Portuguese · Swiss
From Marcus's professional profile.
Colleagues at Parkview Group
Alejandro Oberli
Advisor at Parkview Group
Artur Melnyk
Senior Analyst at Parkview Group
Evelyne Höntsch
Executive Assistant at Parkview Group
Feifei Wang
Senior Analyst at Parkview Group
Marcel Hagnauer
Associate Partner at Parkview Group
Maria Elena Vergara
Advisor at Parkview Group
Marius A. Holzer
COO, Partner at Parkview Group
Martin Liechti
Advisor at Parkview Group
Frequently asked questions
- Where does Marcus R. Epprecht work?
- Marcus R. Epprecht is Advisor at Parkview Group.
Same school
Also attended IMD168
Karthik ChakkarapaniInvestor at Foundation CapitalKulpreet SinghOperating Advisor at OpenOceanMusaad AlkadiSr. Principal at Graphene VenturesGrant AllenFounding GP, Schneider Electric Ventures at Giant Ventures Global LlpFredric PetitPartner, Head of Materials & Packaging at Emerald Technology Ventures AgXavier MesnierPartner, Head of Frontiers in Health & Bio Investments at Verve Ventures
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Shared employers
Also worked at Cambridge Family Enterprise Group (CFEG)2
Also worked at Parkview10
Thomas J. EggerCEO Parkview Ltd., Advisor at Parkview GroupMartin LiechtiAdvisor at Parkview GroupOussama HimaniChief Investment Officer at Parkview GroupSebastian DerungsCFO at Parkview GroupAlejandro OberliAdvisor at Parkview GroupPaul HoenckSenior Portfolio Manager at Parkview Group
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Also worked at UBS Wealth Management600
Paul KwanInvestment Team at General CatalystMartin MignotInvestor at Index VenturesBirgitteInvestor at InvestinorSauvanne Saint-LégerInvestor at DaphniElena PantaziPartner & Head of Platform at NorthzoneDaniel LiCEO of Plus and venture partner at Madrona
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