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Financial Education

Family Finances - How can a balanced portfolio help with family planning?

Money is a stress factor in the lives of many Swiss families. When it comes to financial planning and asset accumulation, couples with children often face particular challenges. In addition to setting aside funds for purchases, such as a new family car, and planning financially for the future, financial planning for a family must also take into account the needs and goals of each individual family member.

May 17, 2023
Financial Education

Wealth Management: A look at the world of asset management

The term "wealth management" is usually understood to mean asset management or investment advice in private banking. The definition of wealth management as comprehensive financial planning is also very common. The management of private assets is referred to as wealth management, while the management of foundation or institutional assets is referred to as asset management.

April 12, 2023
Women Investing

Why is there a need for specific financial advice for women?

When it comes to careers, women today often have the same opportunities as men. Nevertheless, there is still a financial inequality between the genders. Women have a lot of catching up to do, especially when it comes to money and investments.

March 17, 2023
Financial Education

Goal Based Investing - how to succeed with big savings goals

Goal Based Investing ensures that you can reach your savings goals faster as you keep the end goal in mind. How does Goal Based Investing work? How it differs from traditional investment methods? What are the advantages? You will find all the answers in this article.

February 15, 2023
Financial Education

What is inflation and its impact on my investments?

Investing can be a tricky business, and there are a lot of factors to consider while doing so. One of the most important things to take into consideration for your investments is inflation. Let’s discuss how inflation can affect your investments, and what you can do to protect your money.

December 28, 2022
Our Blog

Our Categories for your Financial Freedom

Market report

Stay up to date with Marmot's Market Report by Martin Bürki, our leading asset manager. In the world of finance and investing, you got to have an edge over your competition. With Martin Bürkis analysis, you will get deep insight on the latest market movements.

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Sustainable Investing

Learn more about impact investing, sustainable investments and ESG goals. We need to take care of our planet, with sustainable investments we can send a message and also make profit. Generating interest while making the world a better place is our goal at Marmot.

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Financial Education

How to start investing? With the right knowledge. With our free Financial Education, we want to help Women understand Finance and Investing. At first, the market seems frightening because there are a lot of mistakes that can be made. Our Financial Education takes you by the hand to prevent you making those mistakes.

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Women Investing

It's time to bring gender equality into finance. We gather information to help more women make their first steps in the market with success. More Women need to get amazed about investing, therefore, Marmot is focusing on Values that most Women are in line with.

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