OUR SOLUTIONs and its PRICING

Our investment solutions & pricing at a glance

Get started now with your tailored investment solutions.

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Marmot Easy

Investment strategy with 9 different risk-return profiles

Online customer support with 1 personal get-to-know meeting

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 and digital advisory and customer service

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting / focus

Membership in Marmot Community

ETF, active funds (no retrocessions)

from 100'000 CHF/ EUR / USD

Management fee of 1.0 - 0.75% p.a.

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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 Consulting by Chief Investment Officer

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting / focus

Tactical management

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

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OUR COMMUNITY OF Women in Finance

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Featured in

NZZ

Manager Magazin

Bilanz

Handelszeitung

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

more client stories

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