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Your Money, Your Goals,
Our Expertise
Marmot is the first and only FINMA accredited wealth manager focused specifically on women and families in Switzerland.
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We've Supported Over 350 Women in Achieving Financial Freedom.
We partner with women to achieve their financial goals, providing expert guidance and support every step of the way. From building a secure future to maximizing returns, we're here to help you take control of your investments.
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.
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.
Marmot's digital offering was easy and fun to start with. I am busy at work and appreciated their transparent and easy approach.
Marmot supported me in setting my financial goals, digesting my separation and investing smart for me and my kids.
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.
Marmot's digital offering was easy and fun to start with. I am busy at work and appreciated their transparent and easy approach.
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The Marmot Method
We take the stress out of investing. Our experienced wealth managers work closely with you to build and grow your portfolio, providing customized solutions designed to meet your financial goals.
Our digital investment tools help you set financial goals, assess your portfolio, and gain insights into your investing mindset. They provide guidance to optimize your strategy and make informed decisions with confidence.
We take the stress out of investing. Our experienced wealth managers work closely with you to build and grow your portfolio, providing customized solutions designed to meet your financial goals.
Our interactive webinars cover key investment topics, market trends, and financial strategies for all experience levels. Led by experts, these sessions provide practical insights and real-time answers to help you build knowledge, stay informed, and make smarter financial decisions.
We take the stress out of investing. Our experienced wealth managers work closely with you to build and grow your portfolio, providing customized solutions designed to meet your financial goals.
Steps to achieve your financial goals
Here are the 4 simple steps to start achieving your financial goals
1. Take our Money Makeover Quiz
Understand your money mindset and financial goals in less than 5 minutes, and take the first step toward smarter investing.
2. Create an Investment Proposal
Define your financial goals and receive a tailored strategy and investment proposal to get started.
3. Meet our Experts
Our experts will work with you to create a bespoke investment strategy
4. Build your Wealth
We start investing your money with a tailored set-up, including banking services and long-term advice
1. Take our Money Makeover Quiz
Understand your money mindset and financial goals in less than 5 minutes, and take the first step toward smarter investing.
2. Create an Investment Proposal
Define your financial goals and receive a tailored strategy and investment proposal to get started.
3. Meet our Experts
Our experts will work with you to create a bespoke investment strategy
4. Build your Wealth
We start investing your money with a tailored set-up, including banking services and long-term advice
Why Chose Marmot?
Simplified Wealth
We make finances stress-free with expert strategies, helping you grow your wealth and secure a thriving financial future.
Independent Advice
Marmot is independent and client-first, with no hidden agendas - just transparent, financial solutions.
Personalized Strategy
We adapt to your evolving life stages, ensuring your investments grow with your changing financial needs.
Relax While Your Wealth Grows
Our expert team manages your portfolio, freeing you to focus on what matters while your wealth thrives.
Trusted Partnership
We build open, approachable relationships to align your financial goals and values seamlessly
Educating for the Future
Knowledge is power. We equip you with knowledge to make confident financial decisions and secure your future.
Marmot Plans
Marmot Easy
Accessible Investment Strategy
Custom Risk Profiles – Choose a bond-heavy, equity-focused, or balanced portfolio.
ETF-Only Portfolio – Invest in Equity, Bond, and Money Market ETFs.
Global Diversification
Ongoing Portfolio Optimization
Sustainability Reporting
Marmot Community Membership
Online Support and Onboarding
Marmot Premium
Individual Investment Strategy
Thematic Investing – Choose Sustainability, Best Talents, or Equality.
Custom Risk Profiles – Choose a bond-heavy, equity-focused, or balanced portfolio.
ETF & Fund Investments – A mix of Equity and Bond ETFs & funds.
Global Diversification
Ongoing Portfolio Optimization
Sustainability Reporting
Premium Marmot Community Membership
Personalized Service with Expert Support
Marmot Select
Fully Bespoke with Personal CIO Consulting
Tailored Portfolio and Risk Profiles
Invest in ETFs, actively managed funds, single stocks, and alternative assets.
Exclusive Private Equity Market Access
Global Diversification
Institutional Cost Benefits – Access lower institutional-level fees.
Sustainability Reporting
Select Marmot Community Membership
Priority Support – Personalized expert assistance at all times.
Why Invest 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. Create a financial plan, 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?
Contact us today to start your journey towards a financially independent, secure future.
The Marmot Advantage
Personal & Digital
Together with a dynamic tech platform, we empower women to invest, connect, and learn.
Easy & Regulated
As a regulated financial institution, we support your investment decisions from the comfort of your own sofa.
Experienced & Innovative
With over 80 years of experience in banking and financial advisory, we remain driven by a strong passion for innovation.
Francesca Barbara-Eckert
How We Invest Shapes the Future.
At Marmot, we help women and their families take control of their wealth with personalized investment services, expert financial advice, and a strong community
As Switzerland’s first independent wealth manager for women, we bridge the gender wealth gap with tailored solutions and a hybrid approach—combining personal guidance with digital tools.
Whether you're starting your investment journey or managing significant wealth, we offer seamless, expert-driven financial strategies.
Your Financial Success Starts with Smart Investing.
We assure that your data will be treated with the utmost confidentiality in accordance with privacy laws and regulations.
Discover Expert Finance and Investment Insights in our Magazine.
"Having an investment plan is the best way to fight uncertainty."
Tom Kümmeke
Tom is Co-Founder of Marmot and has well over 10 years’ experience in wealth management strategy and advisory.
He focuses on integrated and personlized wealth management including investment strategies and entrepreneurial direct investments in wealth classes such as real estate and private equity.
Georgia von Gleichen
Georgia is an experienced management consultant in the financial services & information technology industry and former private banker, who became a passionate social impact entrepreneur and wealth advisor.
Georgia has served major financial service institutions in DACH, including UBS, Credit Suisse, and Berenberg.
Frequently Asked Questions
What are the general risks associated with financial instruments?
Are men as well invited to the Marmot corporate education programs or webinars?
Why do we need a women-focused investing platform?
Can men become clients of Marmot?
Why is there a need for specific financial advice for women?
Why do you think your performance should be better than with other banks, robo-advisors or or other competitors)?
I want to open a relationship with Marmot and start to invest. What are the next steps?
Do you accept US-clients, meaning persons with a US-passport?
How secure is my data?
Can I hold an account at another bank and ask Marmot to manage it with a power of attorney?
Can I open more than one account?
Do you give a fee break for larger accounts?
Do you charge any exit fees?
Do you charge any trading commission and custodian fees?
When does Marmot charge me for its advisory fee?
What is a mutual fund?
How do you select the ETFs in my portfolio?
What is an ETF?
How do you select the institutional portfolio managers in my portfolio?
What is the purpose of our portfolio check?
Can I close my account and portfolio at anytime?
How long does it take to withdraw my funds?
How does Marmot protect the assets in my account?
How often does Marmot rebalance my portfolio?
Why does my portfolio allocation remain similar no matter how much I invest?
May I add money into my Marmot account from a bank account under a different name?
Where is my money actually being kept?
Can I invest in monthly or quarterly payments?
How do I add money to my Marmot account?
What is the minimum amount I can invest with Marmot?
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