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INVESTING CAN BE FUN AND aligned with your MISSION.

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Marmot is on a mission to close the gender money gaps because only good things happen when women have more money.

With our Marmot Portfolio Check we will analyse your portfolio according to your financial profile, performance results and  total costs from your bank.
Grow your money nuggets and change the world.
It’s not only about a budget, it’s about an  investment game-plan.
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Why women should invest their money nuggets now.

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Massive pension gap
In Switzerland, 6 out of 10 women work part-time. In addition, there is a break of 4-5 years due to family planning. As a result, there is a large gap in your retirement savings. We work together on getting it on track again.
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Higher life expectancy
Women live on average 4-5 years longer than the male gender, so women need more money when they get older.
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No return, no assets
Savings in cash will sooner or later be eaten up by inflation, so it is important to invest  money nuggets in the stock market. Women are rather risk- averse when it comes to investing money. In many studies women score better than men when it comes to returns.

Corinne: "I am convinced that every woman can create her dream life with the help of financial education."

Marmot as your trusted investment advisor understands your financial big picture and translates your personal needs into an investment portfolio.

Our digital investing platform uses gender-specific investment needs to provide investment tips and investment strategy. Marmot serves clients living in Switzerland and clients that contact us from all of Europe.

For women+ looking to invest minimum CHF 100'000 we offer a goal- based and tailor-made private wealth management.
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Before Marmot, I felt often treated disrespectful and dishonest by banks. They did not listen to my needs and were not transparent with their results.This has luckily now changed

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Karin Sulzer • Zurich
Smart and ethical investing.

How did your bank perform? Get your automated results of your portfolio today.

  • Marmot has flipped the traditional approach to investing with a goal-based investment approach. Clients select personal financial goals such as buying a home, starting a business, raising a family, and retiring well, among others.
  • Marmot is unique in taking into account a woman’s longer lifespan and different investment cycle, combined with her current financial picture, to construct highly customized investment portfolios for each of her goals. We work closely with you to first evaluate your investment portfolio.
  • With our portfolio check you will learn how the performance and costs of your bank was over the last period. Fill out the few questions and receive today the answer, how much performance you should have earned in your currency and asset allocation.
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How we improved Fabienne investment situation

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"Having a plan is the best way to fight uncertainty."