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Our Factsheets

We update our market opinion normally once per month but of course also when extraordinary events happen.

Morningstar Report Gender Portfolio 70E CHF March 2021.pdf

Morningstar Report Sustainability Portfolio 75E CHF March 2021.pdf

Morningstar Report Sustainability Portfolio 75E EUR March 2021.pdf

Morningstar Report Sustainability Portfolio 100E CHF March 2021.pdf

Simplifying Wealth Building for Women and Families

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

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