Fabienne-Louise Freitas

Founder of a communication and marketing agency
  • Co-founder of a premium marketing and events agency
  • Searching for investment options that would suit her individual needs
  • Interested in sustainability topics
Wealth Management / Investment Analysis

Fabienne’s Story

Fabienne is the co-founder of Golf waves, a premium marketing and events agency created by three powerful women who love golf and are passionate about events and marketing. They’ve got oceans of creativity and a wealth of experience in event management, having organized European Tour events with thousands of spectators, corporate tournament series for major corporations and boutique events offering customized experiences. Using creative ideas, innovative concepts, and interactive experiences, they provide unforgettable moments for their customers.

Fabienne had recently decided to make some changes in her finances. After researching many financial institutions, she ultimately came across Marmot through the referral of a close friend, who felt that we would be able to understand Fabienne’s specific needs.

Our Support

Our team supports Fabienne with:

  • An analysis of her overall portfolios from her former bank and investment advisor
  • Providing her with more investment options that more clearly spoke to her needs and values

The Outcomes

  • Fabienne feels much more relaxed about her finances
  • She is now working with the Marmot team and is much happier about the conversations she has about investments
  • Her new investment strategy now has a goal that fits her lifestyle and is based on values that are close to her heart, such as sustainability

Another success story

Anna Sulzer

Lawyer & Banker
  • Worked as a corporate lawyer at a leading bank, now early retired
  • Income of 350’000 CHF a year
  • Wealth transfer due to separation CHF 2.5mn
View Case Study
Anna Sulzer
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