Marmot - where women AND FAMILIES invest.

Where do you stand with your financial journey?

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

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What we Do

We put more money in the hands of women and families

We make wealth management accessible for women and their families - understandable and in a few simple steps.
Our real-life, goal-based approach ensures results that align with our clients’ lifestyle and goals.

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How do i get started? how does it work?

Here are 4 simple steps to start achieving your financial goals

Start Money Make Over Quiz

Understand your money mindset and financial maturity

Create Invest Proposal

Define your financial goals and concrete investment proposal

Book an Expert Meeting

Define a tailored investment strategy for you with an expert

Build your Wealth

Start investing with the best independent set-up - bank and advice

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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.

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What does it cost

Our approach to fair pricing
at a glance

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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.

Popular

Marmot Premium

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 0.8% p.a.

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Marmot Select

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 and active funds

from 1 Mio. CHF/ EUR / USD

Management fee of 0.8 to 0.4% p.a.

Institutional costs

What our clients say
about us.

Thanks to the Marmot team of experts, I can now get much more out of my savings! Thank you Marmot!

Fabienne-Louise Freitas

Thanks to Marmot's Portfolio Check, I now know that I paid too much in fees at my original bank.

Carina Kümmeke

Only after the Marmot Money Make-Over did I realize my financial optimization potential and now get more for my money!

Céline Goreng

Why should you invest your
money now?

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.

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.

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?

OUR COMMUNITY OF Women in Finance

Not ready to invest yet?

We help you to start learning

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We successfully supported 350+ women on their journey to become financial independent.

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.

The Marmot Advantage

Digital and personal

A powerful tech platform to enable women and especially female investors to personally connect learn.

Easy and regulated

We support your investment decisions from the comfort of your sofa as a regulated financial institution.

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.

We offer great investment services for women+ and private wealth management for those who want to invest a minimum of CHF/USD/EUR 10'000.