What we do

We offer financial management for women, with a focus on gender equality and sustainability.

What is financial management?

Financial management is more than just knowing how much money is in your bank account. Financial management entails strategic planning, organising, and investing of your money.

Financial management for women is also about having a clear picture of your financial situation and what you can do now, to take care of your future! That’s where Marmot financial advisors come into play.

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Sustainable Investing with a Mission

Wealth Management

We believe that it is crucial to know the social, economic and environmental impact of our investments and that the investments we make are aligned with our goal's mission. This stands at the core of ethical investing.

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Financial coaching

Financial Community

We are renumerated solely by our clients and not by any third parties, thereby avoiding any conflict of interest. Our only interest is the one we want to see you earn on your investment portfolio!

Looking for financial coaching on your current financial situation and what you can do today?

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Digital Investing with a Mission

Robo-Advisor

Efficient Investment App including bank account opening for self-starters based on the ETFs, starting with 10'000 CHF/EUR/USD, launch in
Q I 2022, annual fee 0.65% p.a.

Join our wait- list to start with our new investment-app with focus on our community of women
You will have the chance to re-balance your portfolio with our quarterly portfolio review
Join our female investment community for sharing experiences and best practice
You will be the first to receive info about our launch in the first quarter of 2022 if you sign up below.

Join our wait-List

Financial Community

Together we are stronger and happier. We exchange ideas to sort out the best investment strategies and connect you with the best talents with expertise in specialized topics. The world has gotten very complex to find all the answers by yourself. Never fly alone.

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

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