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introducing MARMOT - where women invest.

Investing for women.

Get started now to get more out of your money and investments.

Ladies investors

What our clients say
about us.

Jula T.
Thanks to Marmot's Portfolio Check, I now know that I paid too much in fees
at my original bank.
Jula T.
Testimonial
Only after the Marmot Money Make-Over did I realize my financial optimization potential and now get more
for my money!
Anne P.
Fabienne
Thanks to the Marmot team of experts, I can now get much more out of my savings!
Thank you Marmot!
Fabienne S.

Get started now

Woman

Newcomer Investor

  • Robo-Advisor
  • 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.

It's that simple. Follow these 4 steps and you'll be ready to go.

  • Start with personal Money-Make-Over quiz (3-5 min).
  • Book a free and unbinding calendly appointment (15-30 min) to review your results with us.
  • Upon agreement, we will open your investment portfolio at a leading online Swiss bank of your choice.
  • Once your investment portfolio is live, we'll inform you and you'll be ready to start your investement journey.
Popular
Young woman

Expert Investor

  • Wealth Management / discretionary mandate
  • 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 0.4% p.a.

It's that simple. Follow these 4 steps and you'll be ready to go.

  • Start with a complimentary personal portfolio check.
  • Book a free and unbinding calendly appointment with us (15-30 min).
  • Upon agreement, we will open your investment portfolio at a leading Swiss bank of your choice and set up limited power of attorney.
  • Once your investment portfolio is live, we'll inform you and you'll be ready to start your investement journey.

Would you like to get in touch?

Tom

Arrange a call with Tom,
Marmot Co-Founder

Book a call

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Corinne

Arrange a call with Corinne,
Investment Coach

I speak

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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. Clients select personal financial goals and our financial managers provide insight and expertise to help them fulfil these goals. Whether it’s buying a home, starting a business, raising a family, or retiring well, your goals are now easier to reach with a solid financial plan in place.
  • Marmot prides itself in our unique perspective that focuses on our clients. Women generally have longer lifespans and different salary curves. We take these into account plus their current financial situation, and we create customised investment portfolios to cater to their specific goals.
  • To ensure that our services are tailor-made for each client’s needs, Marmot has developed three different investment strategies:
    1. Sustainability Portfolios
    2. Gender Equality Portfolios
    3. Best Talent Portfolios
    Each portfolio has its own particular centre of interest, all with important impact.
What we offer

Top-Notch Financial Services for Women

  • Expert financial advice: We provide financial advice and financial coaching to suit your needs. We know that investments can be daunting, but don’t worry; we’re here to answer all your questions.
  • Investment solutions: Our solutions are anchored on you, our client. Whatever you need, we make sure that your personal investment plan is truly for you. We consider not only your current and future money goals, but your personality type as well. We have a range of investment solutions available, including ETFs, managed funds, shares, bonds and more. We’ve got you covered!
  • Wealth & asset management: Our expert financial analysts help you manage your assets to maximise your returns. We work closely with you to ensure that your money works for you. Our unique investment strategies take your needs, goals and values into account, so you can be sure it is the right fit for you. Secure your wealth and future with us.
  • Financial education: How should I budget my finance? What should I include in my investment portfolio? What are the best-performing stocks right now? At Marmot, we not only give financial advice, we also educate you. We know how important financial literacy is. We want everyone to have the tools and knowledge to manage their finances well. No better time to understand how to grow your money than today!

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.
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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?
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Before working with Marmot, I often felt disrespected and treated dishonestly by banks. They did not listen to my needs and were not transparent with results. Now, this has luckily changed.

quotetestimonial
Karin Sulzer • Zurich

The Marmot Advantage

Woman
Digital
A powerful tech platform to enable women and especially female investors
to connect and learn.
Mail
Easy
We support your financial decisions from the comfort of your sofa.
Winner
Experienced
80+ years experience in banking and financial advisory.

Our monthly price for your hassle-free and digital
investment-robo-advisor

CHF
Your monhtly fee
0 CHF/month
That's 0.65% per year.
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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. Whoever you are and whatever you desire to achieve, we are here to help you with your finances.

Our unique digital investing platform uses gender-specific salary curves and longevity data to provide personalised financial recommendations. 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 investment firms in the country.

We offer two products for women+ — private wealth management for those who want to invest a minimum of CHF 100000, and our newest offering, an investment roboadvisor for those who want to start with lower amounts.

Chantal
Contact Us

Contact us today to start your journey towards a financially independent, secure future.

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

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The Finance Magazine

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"Having a plan is
the best way to
fight uncertainty."