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OUR SOLUTIONs and its PRICING

 Our investment solutions & pricing at a glance

Get started now with your tailored investment solutions.

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 - 0.75% 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 holdings
from 1 Mio. CHF/ EUR / USD onwards
Management fee of 0.75 to 0.4% p.a.
Institutional costs
OUR COMMUNITY OF Women in Finance

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What our clients say
about us.

Celine
Marmot supported me in setting my financial goals, digesting my separation and investing smart for me and my kids.
Anna Sulzer
Celine
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
Celine
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
Quote
“I wanted to set myself up properly as an expat in Zurich. Later I dream of owning my own business and for this goal I first need to build up passive income. Marmot proved to be the perfect match.”
Celine Goreng • Zurich

Would you like to get in touch?

Tom

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

Book a call

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Corinne

Arrange a call with
Corinne Brecher,
Investment- Coach

I speak

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