What is Marmot?
Marmot is the first and only FINMA accredited wealth manager in Switzerland that focuses specifically on women and families. It’s not just another financial service — it’s a tailored experience designed to meet the unique financial realities women face. Whether you’re just starting out or looking to grow your investments, Marmot offers a fresh, personalized approach to wealth management that really gets what matters to you.
Main Benefits of Marmot
Here’s what sets Marmot apart:
- Over 10 years of experience managing assets exceeding 1 billion CHF.
- FINMA accreditation ensuring regulated and trustworthy services.
- Specialized focus on women, non-binary, and transgender individuals.
- Customized investment portfolios tailored to female financial goals.
- Accessible investment plans starting from 10,000 CHF / EUR / USD.
- Interactive digital tools and webinars to boost financial knowledge.
Unlock Your Financial Profile
Getting started is easy. Just answer a few quick questions in less than 5 minutes and discover your investor profile. This Money Makeover Quiz helps you understand exactly where you stand on your investment journey — no jargon, no fuss. It’s a simple way to get a snapshot of your financial mindset and see what steps to take next.
Create Your Wealth Plan
Want a strategy that’s truly yours? The Financial Goal Planner lets you define what you want to achieve in just a few questions. Then, it crafts a tailored investment proposal that fits your goals perfectly. It’s like having a personal roadmap for your money, guiding you every step of the way.
Stress-Free Investing with Expert Support
Investing can be overwhelming, but Marmot takes the stress out of it. Experienced wealth managers work closely with clients to build and grow portfolios, offering customized solutions designed to meet individual financial goals. Plus, digital tools help set goals, assess portfolios, and provide insights into investing mindsets — empowering smarter, more confident decisions.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 5: Gender Equality — empowering women and gender minorities in finance.
- SDG 8: Decent Work and Economic Growth — promoting financial literacy and inclusion.
- SDG 10: Reduced Inequalities — addressing unique financial challenges faced by women.
- SDG 4: Quality Education — offering corporate financial education programs.
Financial Education Tailored for Women and Gender Minorities
Marmot’s corporate financial education programs focus on creating a safe, inclusive space for women, non-binary, and transgender individuals. The financial world often feels like it’s built for men — but here, learning to invest happens without barriers. It’s about asking questions, gaining confidence, and building knowledge in a supportive environment. Because everyone deserves to feel empowered when it comes to money.
