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OUR SOLUTIONs and its PRICING

 Our approach to fair pricing at a glance

Get started now with your tailored investment solution.

Woman

Newcomer Investor

  • Robo-Advisor with online client support
  • Invest in diversified universe of best ETFs with focus on sustainability
  • Starting with amount of 10'000 CHF / EUR / USD
  • Management fee of 0.65% p.a.

It's that simple. With the following 4 steps you are ready to go.

  • Start with personal money-make-over (3-5 min).
  • Book unbinding and free online appointment for review (15-30 min) with us (best via our calendly link).
  • We open your investment portfolio at the leading
    online bank in Switzerland.
  • We inform you once our investment portfolio is live and ready to go.
Young woman

Expert Investor

  • Wealth Management / discretionary mandate with personal client advice and support
  • Invest in institutional investment products with 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.

It's that simple. With the following 4 steps you are ready to go.

  • Start with free & personal portfolio check (5 min).
  • Book an unbinding and free calendly appointment with us
    for review (15-30 min).
  • We open your investment portfolio at the bank of your choice and set up limited power of attorney.
  • Start your investment journey with us.
Popular
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 company, 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 we Do

We put more money in the hands of women+

  • Marmot has flipped the traditional approach to investing to focus on women’s specific needs. Our real-life, goal-based approach ensures results that align with our clients’ lifestyle and goals. Clients select personal financial goals and our financial managers provide insight and expertise to help them fulfil these goals. Whether it’s buying a home, starting a business, raising a family, or retiring well, your goals are now easier to reach with a solid financial plan in place.
  • Marmot prides itself in our unique perspective that focuses on our clients. Women generally have longer lifespans and different salary curves. We take these into account plus their current financial situation, and we create customised investment portfolios to cater to their specific goals.
  • To ensure that our services are tailor-made for each client’s needs, Marmot has developed three different investment strategies:
    1. Sustainability Portfolios
    2. Gender Equality Portfolios
    3. Best Talent Portfolios
    Each portfolio has its own particular centre of interest, all with important impact.
What we offer

Top-Notch Financial Services for Women

  • Expert financial advice: We provide financial advice and financial coaching to suit your needs. We know that investments can be daunting, but don’t worry; we’re here to answer all your questions.
  • Investment solutions: Our solutions are anchored on you, our client. Whatever you need, we make sure that your personal investment plan is truly for you. We consider not only your current and future money goals, but your personality type as well. We have a range of investment solutions available, including ETFs, managed funds, shares, bonds and more. We’ve got you covered!
  • Wealth & asset management: Our expert financial analysts help you manage your assets to maximise your returns. We work closely with you to ensure that your money works for you. Our unique investment strategies take your needs, goals and values into account, so you can be sure it is the right fit for you. Secure your wealth and future with us.
  • Financial education: How should I budget my finance? What should I include in my investment portfolio? What are the best-performing stocks right now? At Marmot, we not only give financial advice, we also educate you. We know how important financial literacy is. We want everyone to have the tools and knowledge to manage their finances well. No better time to understand how to grow your money than today!
Quote
“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 build up passive income. Marmot proved to be the perfect match.”
Celine Goreng • Zurich

Would you like to get in touch?

Tom

Arrange a call with
Tom Kümmeke,
Specialist for Investing,
Taxes and Law

Book a call

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Corinne

Arrange a call with
Corinne Brecher,
Investment- Coach

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