wealth management services

Meet our most talented investment managers.

Kate Fox

Worldwide Positive Change - Baillie Gifford

Soliane Varlet

Mirova Women Leaders Equity Fund

Pamela Hegarty

Equities Megatrend Disruption - BNP Global Disruption

Birgitte Olsen

BB Entrepreneur Switzerland – Bellevue Asset Management

Eleanor Taylor Jolidon

UBAM Swiss Small and Mid Cap - Union Bancaire Privée

Evelyne Pflugi

Multiflex - The Singularity Fund

Jing Ning

Fidelity China Focus - Fidelity International

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Do you need a wealth manager?

Let’s face it, managing money is tricky and making smart investments is even trickier. Wealth managers offer specialised advice and planning to help you maximise your returns and wealth sustainably and ethically. If you’re a high net individual, it’s especially important to talk to a wealth manager for the comprehensive management of your finances.

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What we do

We offer financial management for women, with a focus on gender equality and sustainability.

Reinventing wealth management for women

Our investment management team is your ultimate best friend for your finances. Our financial advisors are women, like yourself − whose mission is to help you grow and protect your wealth. We’ve got your back! Marmot financial advisors offer specialised investment plans for women, including investment strategies that put more money in the hands of women and sustainable investment solutions. Our team has over 80 years of combined experience in the finance industry, with knowledge of all the best traditional and new-age investment strategies and practices.

What does a investment manager do?

Wealth managers help you manage and grow your wealth holistically through a combination of investment strategies, including:

- Investment management
- Fund management
- Financial planning
- Tax planning
- Retirement planning
- Estate planning
- Retirement planning

Wealth advisors take into account your financial goals, investing timeframes, and assets and liabilities to create a sustainable investment portfolio that aligns with your values.

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