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wealth management services

Meet our most talented investment managers.

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.
busy women
rich women

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.

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 investment management

Cathy Wood
Cathy Wood
Active exchange-traded fund Ark Innovation ETF
Kate Fox
Kate Fox
Worldwide Positive Change - Baillie Gifford
Soliane Varlet
Soliane Varlet
Mirova Women Leaders Equity Fund
Pamela Hegarty
Pamela Hegarty
Equities Megatrend Disruption - BNP Global Disruption
Birgitte Olsen
Birgitte Olsen
BB Entrepreneur Switzerland – Bellevue Asset Management
Eleanor Taylor Jolidon
Eleanor Taylor Jolidon
UBAM Swiss Small and Mid Cap - Union Bancaire Privée
Evelyne Pflugi
Evelyne Pflugi
Multiflex - The Singularity Fund
Jing Ning
Jing Ning
Fidelity China Focus - Fidelity International