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 0.6% 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 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
Not ready to invest yet?
We help you to start learning
What our clients say
about us.
Marmot supported me in setting my financial goals, digesting my separation and investing smart for me and my kids.
Marmot's digital offering was easy and fun to start with. I am busy at work and appreciated their transparent and easy approach.
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.
Contact
Would you like to get in touch?
Arrange a call with
Tom Kümmeke,
Expert for Investing,
Taxes and Law
Arrange a call with
Corinne Brecher,
Investment Coach
