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Financial Coaching

Personal 1-1 Investor Coaching
Online Investor Starter 8-week-courses
Tips and tricks from financial expert
Detailed Portfolio Checks

(online & offline)

  • Wealth Management / discretionary mandate with personal client advice and support
  • 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 1.0 - 0.4% p.a.
Free Community to exchange with other young or starting investors
Free Expert Interviews
Free Portfolio Checks
Free Weekly market reports
Free how to invest guides
Marmot Events with exchange between peers and experts

Join our online webinars and personal events

Sign Up to our Online-Webinars and Personal Events -Button in section Community here

Marmot's Next Get-Together

Bellerivestrasse 20, 8008 Zürich

Thursday, December 1st 2022, 6-8 pm

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