Anna Sulzer

Client Journey

Anna has built a very prominent career as a corporate lawyer. After her divorce, however, she felt lost and conflicted, as her ex-husband was always the one responsible for managing the family finances. She had a significant amount of money in the bank, but she was not so sure of what to use it for, nor how she could guarantee a comfortable retirement in some years.

A friend of hers in the same field referred her to Marmot as a potential client. Our team got in touch with her over the phone and invited her over to our office in Zürich for a first meeting.

The Challenges

Our team had to support Anna with:

• Taking over management of her money for the first time
• Planning her finances after her divorce
• Making inheritance-related decisions

The Results

• Anna feels like a new person after the challenging circumstances of her divorce
• She feels relieved and confident about her long-term financial security
• She tells her friends about the benefits of smartly investing their wealth