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wealth management services

Meet our most talented investment managers.

Reinventing wealth management for women

Our wealth management team is your ultimate best friend for all things finance. 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 ethical investment and sustainable finance solutions. Our team has over 50 years of combined experience in the finance industry, with knowledge of all the best traditional and new-age investment strategies and practices.
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What does a wealth 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.

Do you need a wealth manager?

Let’s face it, managing money is tricky and making smart investments even more so. 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 comprehensive management of your finances.

Women in wealth

Cathy Wood

Active exchange-traded fund Ark Innovation ETF

Focused on thematic investing strategies since 1990, Cathy Wood of ARK Investment Management LLC is passionate about the efficient allocation of capital to its highest and best use. As a thematic investor, She has focused on technologically enabled disruption that cuts across economic sectors. Over the long term, this investment strategy delivered returns well above those of any broad-based investment benchmark, with a low correlation of relative returns to most passive or active benchmark sensitive strategies, validating its place as a component of any investment portfolio.

Prior to ARK, Cathie spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which in 2000, managed approximately $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates LLC as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Cathie received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981.

Kate Fox

Worldwide Positive Change - Baillie Gifford

Kate Fox joined asset manager Baillie Gifford in 2002 immediately after graduating from Edinburgh University. She is responsible for the management of the Worldwide Positive Change strategy. The long-term investment approach is based on her understanding that she is not a speculator but an investor. The sustainability approach is based on the sustainable development goals of the UN and Kate focus on companies that have a direct positive impact on the environment with their services and products. The companies should have a strategy for reducing their carbon footprint, consciously promote gender diversity and respect and observe labour rights.

We like the very long term approach and the commitment to sustainability.

Soliane Varlet

Mirova Women Leaders Equity Fund

Soliane Varlet worked 7 years as equity analyst for the consumer discretionary sector at several companies before she joined 2008 the company Mirova. Mirova is an asset management boutique with 90 employees and EUR 15 billion assets under management. Soliane Varlet made a great career and is now responsible for the two flagship strategies the Mirova Euro Sustainable Fund and the Mirova Women Leaders Equity Fund. The woman leaders strategy focusses on the 5th sustainable development goal of the United Nations, gender equality. Soliane Varlet selects companies which promote gender diversity and follow sustainable criteria. A special focus is on companies with woman in top management and/or executive positions. At the same time, the company should have an upside market potential of at least 20%.

Pamela Hegarty

Equities Megatrend Disruption - BNP Global Disruption

Relatively young companies are changing entire industries with the help of new technologies. This change is best described by the term disruption. Examples are companies like Amazon, Netflix or Tesla.Competitors have to adapt to these disruptors or they massively loose marketshare.

Pamela Hegarty runs an investments strategy with this thematic approach since years. We like her commitment and analysis expertise. Especially in turbulent market phases she is not losing her head and loose less than the overall market.

Birgitte Olsen

BB Entrepreneur Switzerland – Bellevue Asset Management

Birgitte Olsen invests in listed owner-managed companies inSwitzerland which are controlled and significantly influenced by an entrepreneur or entrepreneurial family with at least 20% of the voting rights.Using a fundamental bottom-up approach she identifies the most attractive owner-managed companies.
She expects higher returns from family-run companies than in the broad market.These companies have extremely solid balance sheets and do not find leverage attractive. They don't like to be dependent on banks and the credit cycle, their equity ratios are over 60% on average. One could now argue that these companies are over- capitalized and have balance sheets that are not efficient.But their return on equity (RoE) is ultimately higher than the average. This is mainly based on her long term horizon and responsibility to employees and clients.

We like her focus and long expertise in managing owner-managed strategies in Switzerland and Europe. The long term track record is very promising.

Eleanor Taylor Jolidon

UBAM Swiss Small and Mid Cap - Union Bancaire Privée

Eleanor Taylor Jolidon investment strategy is based on bottom-up stock selection with the aim to find undervalued stocks along the companies’ cashflow return on investment life cycle. As income statements can be manipulated they mainly focus on the cash flow statements to get a true picture of the company. She also focus on specific catalysts of change before they buy a stock. Eleanor Taylor Jolidon is part of a team of four investment professionals that works since 2006 together.

We like her commitment to Swiss Small Cap Stocks and the stable team environment.

Evelyne Pflugi

Multiflex - The Singularity Fund

Evelyne Pflugi has over 10 years’ experience in the management of equity energy and natural resource mandates. Together with Tobias Reichmuth (Founder and CEO ofSUSI Partners AG) she developed the Singularity Index. That is a concept to invest in innovation. Most investors focus on some small cap high-flyer companies but forget the innovation power of already well established companies. They screen the universe to companies that have high revenues based on the innovation themes like 3D-printing, internet of the things, neuroscience, and virtual reality.

Jing Ning

Fidelity China Focus - Fidelity International

Jing Ning is responsible for her investment strategy since 2013. She has 20 years of investment experience and has previously managed the BlackRock China Fund. She can rely on the knowledge of over 12 analysts in China/Hong Kong and almost 40 other analysts in the Asian region.

Marmot likes the combined Top down and Bottom up approach. Core of the approach are several meetings with different People from the senior management of the companies, before investing.

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