Launch of the Financial Life-Cycle Guide for Women in Switzerland
Our Early Summer Apéro was an evening filled with meaningful conversations, new connections, and an important milestone for Marmot: the official launch of our new Financial Life-Cycle Guide.
Despite the rain, many clients, friends, partners, and supporters joined us. The atmosphere was warm, engaging, and full of insightful discussions about investing, wealth, and life journeys.
Introducing the Financial Life-Cycle Guide
We are proud to introduce the Financial Life-Cycle Guide – a free resource designed to support women in Switzerland through the key financial stages of life.
From starting a career, building a family, and entrepreneurship to wealth creation, retirement planning, and intergenerational wealth transfer – each stage brings its own opportunities and challenges.
The guide aims to provide clarity, confidence, and practical guidance for making informed financial decisions throughout life.
Download the guide here:
www.marmot.finance/guide
Created by Women, for Women
A unique aspect of the guide is the contribution of experienced ambassadors who combine professional expertise with personal insights.
Contributors include:
- Violet Lentz, CFA, FRM, CAIA
- Clara C.
- Francesca Barbera-Eckert
- Minna Schmidt
- Olga von Busse
Their knowledge and experience were instrumental in shaping this project.
New: Life-Cycle Coffee Gatherings
Alongside the guide, we are also launching our Life-Cycle Coffee Gatherings – small, curated groups for women in similar life stages.
These gatherings create a safe space for open conversation, shared experiences, and meaningful connections. They focus on financial topics, life decisions, and personal growth in an informal and supportive setting.
Thank You
Thank you to everyone who joined us despite the weather and helped make the evening so special.
We are excited to share the Financial Life-Cycle Guide with you and hope it supports many women on their financial journey.
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