We offer wealth management for women, with a focus on gender equality and sustainability.
What is a digital wealth manager?
Make your money work harder for you with our personalized investing platform that makes it easy for women to build wealth and plan for retirement.
Before Investing, we empower women with lots of education and information about financial management that entails strategic planning, organising, and investing your money.
Money management for women is also about having a clear picture of your financial situation and what you can do now, to take care of your future! That’s where our Marmot investment coaches come into play.
Marmot is regulated in Switzerland as an independent wealth manager.
Wealth Management Solutions
for everyone
Personal Wealth
Management with
Marmot Select
We believe that it is crucial to know the social, economic and environmental impact of our investments and that the investments we make are aligned with our goal's mission.
Marmot Easy
Marmot Easy is our efficient Investment Starter Solution including bank account opening based on the ETFs, starting with 10'000 CHF or EUR
Our investment solutions
& pricing at a glance
Marmot Easy
Marmot Premium
Marmot Select
"Having a plan is the best way to fight uncertainty."
Gender Equality
Investment talents or ETF following strategies that focus on gender talent and gender equality.
We choose as many female investment talents as possible for the best investment portfolio. We plan to allocate at least 50% of the portfolio to women as portfolio managers.
Sustainable Investing
Investment fund talents or ETF that follow special sustainability strategies.
All selected talents include environmental and social aspects in their investment approach. This special labeled ESG approach has strict restrictions.
Best Investment Talents Worldwide
Best investment talents or ETF worldwide combined with the most promising future freinds.
All selected talents include environmental and social aspects in their investment approach. This special labeled ESG approach has strict restrictions.
Sustainable Investing
Gender Equality
mixed gender teams.
Studies
Goldman Sachs in a study “The Rise of Female Investors” found that 48% of funds managed by females out-performed from the market low from March until August 2020, compared with 37% for all funds managed by males.
The PRI Institute of the United Nations published several academic studies about the reasons for having a better performance:
- Lower cost of capital of sustainable companies
- Long term business strategy of sustainable companies creates more value than shortx term strategies
- Higher employee’s satisfaction has a positive impact on the share price
A study of the Nordic bank Nordea showed how ‘greening’ an individual’s financial assets, such as savings, could generate 27 times greater improvements in a personal carbon footprint than eating less meat, using public transport, reducing water use, and flying less.
Financial Community
The Marmot community is taking charge of their financial future. Access educational resources and work with certified financial planners, lawyers and tax experts who are committed to helping you meet your financial goals.
Looking for financial coaching on your current financial situation and what you can do today?
Would you like to get in touch?
Arrange a call with
Tom Kümmeke,
Investment,
Tax and Law Expert
Arrange a call with
Corinne Brecher,
Investment Coach
and change the World for the better.
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