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Money Makeover Quiz

Marmot – where women invest

Money Makeover Quiz >

You're new to finance & investments or you need a refreshment to see where you're standing? Start our FREE Money Makeover and get an immediate result!

Women
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Enthusiastic reports from our female investors

Jula T.
I knew from the beginning that I wanted to invest my savings. I didn't know much more before the Money Makeover Quiz.

Now, among other things, I am educated about my risk profile and my money is already working for me.
Franka P.
Anne P.
After the Money Makeover Quiz, I was able to make an appointment for an initial consultation and discuss my findings from the quiz with Ms. Sandmann.

I was shown empathy, patience and an enormous amount of expertise about the financial market.This makes investing fun!

Anne E.
Fabienne S.
After a bad experience with my former bank "trustee", I knew that my money would be better off with an independent asset manager.

By chance I came across Money Makeover and was thrilled. Marmot has revived my hope for a better financial future for us ladies.

Fabienne S.

Your first step to achieving your personal investment goals
together with our team of expert power women

Chat
Individual analysis
Our female experts will create an individual financial analysis and allocate the total cost of your current bank
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Free choice of bank
We are the only Wealth Manager in Switzerland that allows the choice of your preferred custodian bank
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Financial goals
Our team of female experts will gladly inform you about the potential for improvement and tailor it to your gender specific financial goals
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Instant enlightenment
Marmot's own Money Makeover Quiz takes you from initial uncertainty to determination thanks to carefully selected questions. 
Money Makeover Quiz >

You're new to finance & investments or you need a refreshment to see where you're standing? Start our FREE Money Makeover and get an immediate result!

Illustration with busy women
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Why you are better off managing your investment goals with Marmot?

Only your interest is valid! We do not sell you our own products and we receive no remuneration from third parties = No conflict of interest! We are only remunerated by our clients and not by third parties, which avoids any conflict of interest. More favourable conditions and thus a higher net return!

We get you more favourable conditions than you would get yourself from banks or other advisors. We can promise that you will always benefit from our contacts and that we will always get the most benefit possible for you!
These Finance Experts take care of your portfolio!

Your experienced and reliable portfolio managers at eye level

Corinne Brecher
Corinne Brecher
Ambassador & Investment Coach & Columnist of Annabelle Magazine
Marina Schubert
Marina Schubert
Ambassador & Lawyer & Investment Coach
Chantal Friedländer
Chantal Friedländer
Ambassador, Former UBS Senior Executive & Investment Coach
Beatrice Jacot
Beatrice Jacot
Ambassador, former UBS Senior Executive, Founder of UBS Women’s Wealth Academy & Investment Coach
Maha Daoudi
Maha Daoudi
Former Senior Manager at Trafigura, Investor, Business Angel & Senior Advisor

You're new to finance & investments or you need a refreshment to see where you're standing? Start our FREE Money Makeover and get an immediate result!