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
Not ready to invest yet?
We help you to start learning
What our clients say
about us.
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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
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