Download the sample letter now, send it to your bank, and gain insight and control over your finances.
We assure complete confidentiality of your data,
adhering to Swiss banking and data secrecy laws.
_logo.webp){kind=logo}
How well does your bank's investment strategy work in the current market environment? Do you win more or less than average?
Are your long-term financial goals and life goals reflected in your investments? If so, are they working in your favor?
Has your bank agreed to fair conditions and sold you good products?
How safe is your money? Are there any risks that could wipe out your money and investments?
Poor investment products, high administration costs and hidden bank fees (so-called retrocessions) can be an obstacle whilst on your way to wealth.
In the worst of cases, theses interferances can even lead to completlty eating up your resources, which is unfortunately something that most people are not even aware of.
With that in mind, we decided to create this sample letter, with the goal of helping you attain enhanced clarity and lower costs when managing your money and assets.
Our sample letter is exclusively for women for whom financial independence and transparency is important. Successful negotiations with your bank and peace of mind can change your life for the better.
With Marmot's sample letter, I was able to take a close look at my money and funds, stocks, bonds and currencies and learn how I can even better achieve my financial independence by challenging my bank and not settling for mediocrity!
Together with Marmot I negotiated institutional fees for my portfolio that usually only larger family offices or pension funds profit from and I sold all low-performing bank products like too broad mutual funds without any edge, expensive certificates or hedge funds that did not add any value to my over-all performance or were not in line with my life-goals and purpose.
I became aware of Marmot through a (very informative!) quiz. Since then, I invest my money with the help of the Marmot process and finally I have a clear conscience.
In the personal conversation I always felt comfortable, because a lot of time was taken for questions and all points were explained to me in great detail. Kind regards from Bern.
Very dedicated team, unique service and fun to be a part of. Depending on my needs, I have the possibility to align my investment strategy - without compromise.
So, very clear recommendation! 5/5 stars.
Marmot is revolutionising the investment process for women with a goal-oriented approach and has had the privilege of guiding over 350+
women on the path to financial independence.
Marmot is the first digital investment platform in Switzerland focusing on Women.
Our goal is to empower Women financially through financial education and investments that fit their current situation and personal real-life goals.
Magical fairy dust with a dash of hope? 🧚🏽🤞✨
Please don't let the "principle of hope" guide you.
Find out more about the performance and costs of your bank in the following 3 steps with our independent sample letter. Gain more clarity about the long-term financial goals you want to achieve and
learn how to implement them consistently.
Ask your bank the most important questions about your portfolio and your investments. Download the sample letter now and take full control of your personal assets and start your fulfilling life!
Benefit from an excellent network of leading female financial experts.
We help you preserve and grow your money.
We give you the tools and the knowledge to grow your wealth for the long haul. Download your sample letter now and start an investment journey that best fits your values and goals.
Simplifying Wealth Building for Women and Families
Marmot as regulated independent asset manager advises for more than 10 years on financial assets over 1bn CHF.
