OUR SOLUTIONs and its PRICING

 Our investment solutions & pricing
at a glance

Get started now with your tailored investment solutions.
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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
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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 0.6% p.a.
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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 and active funds
from 1 Mio. CHF/ EUR / USD
Management fee of 0.9 to 0.4% p.a.
Institutional costs
OUR COMMUNITY OF Women in Finance

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What our clients say
about us.

Anna Sulzer
Marmot supported me in setting my financial goals, digesting my separation and investing smart for me and my kids.
Anna Sulzer
Josephine Stiller
Marmot's digital offering was easy and fun to start with. I am busy at work and appreciated their transparent and easy approach.
Josephine Stiller
Sofia Klocker
When my uncle passed away, i felt very sad and overwhelmed with her inheritance. Marmot advised me how use the inheritance for a good cause.
Sofia Klocker
more client stories
Contact

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Tom Kümmeke,
Expert for Investing,
Taxes and Law

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Arrange a call with
Corinne Brecher,
Investment Coach

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