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Marmot - where women invest.

Where do you stand with your financial journey?

Get started now with Marmot to get more out of your money. Analyze your financial health and start to invest for your goals.

Ladies investors
Featured in
NZZManager MagazinBilanzHandelszeitungBilanz
Lady and Finances
What we Do

We put more money in the hands of women+

Marmot has flipped the traditional approach to investing to focus on women’s specific needs. Our real-life, goal-based approach ensures results that align with our clients’ lifestyle and goals.

What we offer

Top-Notch Financial Services for Women

We provide investment advice and financial coaching to suit your needs. We know that investing in stock markets can be daunting, but don’t worry; we’re here to answer all your questions.

Mobile and money
OUR SOLUTIONs and its PRICING

 Our approach to fair pricing at a glance

Marmot Easy

Investment strategy with 9 different risk-return profiles
Online customer support with personal onboarding
Worldwide diversification
Ongoing portfolio optimization
Sustainability reporting
Membership in Marmot Community
ETFs
from 10'000 CHF/ EUR / USD
Management fee of 0.65% p.a.
  • Robo-Advisor with online client support
  • Invest in diversified universe of best ETFs with focus on sustainability
  • Starting with amount of 10'000 CHF / EUR / USD
  • Management fee of 0.65% p.a.

Marmot Premium

  • Wealth Management / discretionary mandate with personal client advice and support
  • Invest in institutional investment products - focus on sustainability / gender equality / best talents
  • Starting with amount of 100'000 CHF / EUR / USD
  • Management fee starting at 1.0 - 0.4% p.a.
Popular
Individual Investment strategy
Investment strategy with focus on sustainability / equality / best talents
Personal customer service
Worldwide diversification
Ongoing portfolio optimization
Sustainability reporting / focus
Premium-Membership in Marmot Community
ETF, active funds
from 100'000 CHF/ EUR / USD
Management fee of 1.0 to 0.6% p.a.

Marmot Select

  • Robo-Advisor with online client support
  • Invest in diversified universe of best ETFs with focus on sustainability
  • Starting with amount of 10'000 CHF / EUR / USD
  • Management fee of 0.65% p.a.
Tailor-made investment strategies with criteria / restrictions according to own specifications
Personal CIO- Consulting
Worldwide diversification
Ongoing portfolio optimization
Sustainability reporting / focus
Tactical management
Select-Membership in Marmot Community
ETF, active funds, individual securities
from 1 Mio. CHF/ EUR / USD
Management fee of 0.9 to 0.4% p.a.
Institutional costs

What our clients say
about us.

Marmot supported me in setting my financial goals, digesting my separation and investing smart for me and my kids.
Anna Sulzer
Marmot's digital offering was easy and fun to start with. I am busy at work and appreciated their transparent and easy approach.
Josephine Stiller
When my uncle passed away, i felt very sad and overwhelmed with her inheritance. Marmot advised me how use the inheritance for a good cause.
Sofia Klocker

Why should you invest your money now?

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Massive pension gap
Did you know that in Switzerland, about 6 out of 10 women only work part-time? Add a break of approximately 4 to 5 years to that, to focus on family, and you find yourself with a massive gender gap in retirement savings. Don’t let being a woman stop you from maximising your savings. Plan your finances and invest now, sooner rather than later in life.
chair
Longer life expectancy
Women live longer than men. So expect to outlive your male peers by about 4 to 5 years. That is half a decade’s worth of money that you need to set aside when you are older. At Marmot, we keep that in mind as we work with you to invest your hard-earned money for maximum yields. We want you to live comfortably in your retirement years, however long you live.
piggy bank
No return, no assets
Women tend to be more risk-averse than men when it comes to financial investments. We understand that, so we help you calculate risks in a clear way. After all, cash savings are more often than not lost through inflation. In many studies, women outperform men in returns on investment, so why not take this chance to invest money now for your future?

The Marmot Advantage

Woman
Digital and personal
A powerful tech platform to enable women and especially female investors
to personally connect and learn.
Mail
Easy and regulated
We support your investment decisions from the comfort of your sofa as a regulated financial institution.
Winner
Experienced and innovative
80+ years experience in banking and financial advisory and still with lots of drive for innovation.

What we do with our money has the power to change the world.

Marmot was founded to help close the gender money gap. While we cater especially to women, we gladly welcome clients of all gender identities and expressions.

Our financial advisors and investment managers likewise consider your personal values and financial goals. This results in a more accurate picture of your financial situation now and in the future, and more specific recommendations and forecasts.

Our clients come from all over Switzerland and Europe. We are one of the most trusted wealth management company.

We offer two investment products for women+ — private wealth management for those who want to invest a minimum of CHF/USD/EUR 100'000, and our newest offering, an investment robo-advisor for those who want to start with lower amount starting at CHF/USD/EUR 10'000.

Contact Us

Start your journey towards a financially independent
future today.

We guarantee that we will treat your data with
absolute confidentiality.

Our Blog

The Finance Magazine

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"Having an investment plan is the best way to fight uncertainty."

Would you like to get in touch?

Tom

Arrange a call with
Tom Kümmeke,
Expert for Investing,
Taxes and Law

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Corinne

Arrange a call with
Corinne Brecher,
Investment Coach

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