CRM and Automations

Marmot, a regulated independent wealth manager, has been providing financial
 advisory services on assets exceeding 1 billion CHF for over 10 years.

Marmot serves clients throughout Switzerland, with a particular focus on the regions of
Zürich, Zug, Lucerne, Basel, Geneva, and Lausanne. In addition, we provide our services to clients based in other European countries, always in full compliance with the applicable legal and regulatory requirements.