OUR SOLUTIONs and its PRICING
Our investment solutions & pricing
at a glance
Get started now with your tailored investment solutions.

Marmot Easy

Investment strategy with 9 different risk-return profiles

Online customer support with personal onboarding

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting

Membership in Marmot Community

ETFs

from 10'000 CHF/ EUR / USD

Management fee of 0.65% p.a.
Popular

Marmot Premium

Individual Investment strategy

Investment strategy with focus on sustainability / equality / best talents

Personal customer service

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting / focus

Premium-Membership in Marmot Community

ETF, active funds

from 100'000 CHF/ EUR / USD

Management fee of 1.0% to 0.8% p.a.

Marmot Select

Tailor-made investment strategies with criteria / restrictions according to own specifications

Personal CIO- Consulting

Worldwide diversification

Ongoing portfolio optimization

Sustainability reporting / focus

Tactical management

Select-Membership in Marmot Community

ETF, active funds, single holdings

from 1 Mio. CHF/ EUR / USD

Management fee of 0.8% to 0.4% p.a.

Institutional costs
OUR COMMUNITY OF Women in Finance
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What our clients say
about us.
Thanks to the Marmot team of experts, I can now get much more out of my savings! Thank you Marmot!
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Thanks to Marmot's Portfolio Check, I now know that I paid too much in fees at my original bank.

Only after the Marmot Money Make-Over did I realize my financial optimization potential and now get more for my money!
Contact
Would you like to get in touch?

Arrange a call with
Tom Kümmeke,
Expert for Investing,
Taxes and Law
Arrange a call with
Georgia von Gleichen