Pricing Plans

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Review

Free for first analysis
  • Pls upload docs in quiz or send via email to info@marmot.finance
  • We will review your performance in relation to benchmarks and your costs relative to your peer bank
  • We will then set up a video call
  • You receive info, without any further obligations and no strings attached

Analysis

CHF 465 as one-off
  • Pls upload docs in quiz or send via email to hello@marmot.finance
  • We will review your performance in relation to benchmarks and peer groups, costs as well as positions and transactions from the last 12 to 24 months.
  • We will then set up a video call or personal meeting (as preferred)
  • You receive infos, without any further obligations and no strings attached
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Most Popular

Wealth management

0.68% management fee
  • You have decided that you like to invest in accordance to our goal-based parameters
  • You decide about your custodian bank or we decide about the best custodian bank together
  • We discuss your risk-return profile and the goals that you like to invest along with
  • Marmot will receive a limited power of attorney to trade according to your investment goals

Review

Free for first analysis.
  • Pls upload docs in quiz or send via email to info@marmot.finance
  • We will review your performance in relation to benchmark and your costs relative to your peer bank
  • We will then set up a video call
  • You receive infos, without any further obligations and no strings attached.
Book Now >
Most Popular

Analysis

CHF 465 as one-off
  • Pls upload docs in quiz or send via email to info@marmot.finance
  • We will review your performance in relation to benchmark, peer group and review in detail positions and transactions of last 12 - 24 months. and your costs relative to your peer bank
  • We will then set up a video call or personal meeting (as preferred)
  • You receive infos, without any further obligations and no strings attached.
Book Now >
Most Popular

Execution

0.68% management fee
  • You have decided that you like to invest in accordance to our goal-based parameteres
  • You decide about your custodian bank or we decide about the best custodian bank together
  • We discuss your risk-return profile and the goals that you like to invest along with.
  • Marmot will receive a limited power of attorney to trade according to your investment goals.
Book Now >
Most Popular

“I wanted to set myself up properly as an expat in Zurich. Later I dream of owning my own business and for this goal I first need to grow my nuggets. Marmot is the perfect partner.”

Celine Goreng • Zurich
FAQ

Common Questions

What do you mean by goal based investing?
Marmot has flipped the boring and traditional approach to investing with a real-life, mission- based approach. Clients select personal financial goals such as buying a property, starting a compay, raising a family, and retiring well or travelling the world, among others. 

Marmot is unique in taking into account a woman’s longer lifespan and different salary curves, combined with her current financial situation, to construct highly customized investment portfolios for each of her goals.
 
Marmot’s unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios, higher than traditional financial advisors.
How do I permanently increase my return?
Timing is difficult and beating the market with the better stock selection as well.
“Chasing alpha” and “beating the market” don’t matter. Your goals do. So we focus on that.

Is Marmot only for Women?
Marmot was founded to help close the gender money gaps, but we welcome clients of all gender identities and expressions. Our digital investing platform uses gender-specific salary curves and longevity data to provide personalized recommendations and forecasts for your goals.
What are the Total costs of investing?
The total costs of investing will be the custodian fee, transaction and forex fee by the bank and the asset management fee by Marmot together with potential  fee by the product like ETF or institutional fee.

Request a personal consultation.

Grow your money nuggets and change the world for the better.

Marmot is regulated in Switzerland as an independent asset manager.