Your Money, Your Future with Expert Wealth Management
Why Work with a Wealth Manager?
Managing your finances goes beyond saving—it’s about strategic planning, smart investing, and securing your future.
A wealth manager takes the guesswork out of financial decisions, ensuring your money works for you. Our personalized services help you take control of your finances with expert guidance, tailored investment strategies, and financial education. Whether you're planning for retirement, growing your wealth, or navigating major life transitions, we provide the tools and knowledge to help you feel confident and secure about your financial future.
Wealth Management Solutions for everyone
Marmot Easy
The Marmot Easy Plan, starting at 10,000 CHF / EUR / USD, offers a simple and reliable way to grow your savings. Your portfolio consists entirely of ETFs, tailored to your risk profile:
- 100% Equity ETFs for higher risk and potential returns
- 75% Equity / 25% Fixed Income ETFs for balanced growth.
- 50% Equity / 50% Fixed Income ETFs for a more conservative approach
We select only the best-performing ETFs with low trading fees, ensuring your money works harder for you.
- Diversified global investments
- Tailored risk-return profiles
- Ongoing portfolio optimization
- Comprehensive sustainability reporting
- Membership in the Marmot Community
With a competitive fee of 0.65% p.a., the Easy Plan is designed to help you start small, grow steadily, and achieve your financial goals.
Marmot Premium
The Marmot Premium Plan, starting at 100,000 CHF / EUR / USD, offers the opportunity to shape your investment portfolio around themes that matter to you.
- Gender Portfolio: Invest in female-led talents and promote gender equality.
- Sustainable Portfolio: Focus on ESG excellence with rigorously vetted investments.
- Best Talent Portfolio: Maximize returns with top-performing investment talents.
Your portfolio includes ETFs, actively managed funds, and flexible risk profiles, from 100% Equity to 50% Equity / 50% Fixed Income. Funds are carefully selected and fund managers are analyzed for expertise and performance to ensure optimal outcomes.
- Tailored strategies based on your preferences
- Expertly vetted, actively managed funds
- Flexible risk options to meet your goals
With fees from 0.8% to 0.4% p.a., the Premium Plan provides a personalized, value-driven investment experience
Marmot Select
The Marmot Select Plan, starting from 1 million CHF / EUR / USD, offers unparalleled customization, ensuring that every aspect of your portfolio reflects your unique financial goals and preferences. Build a customized portfolio including ETFs, actively managed funds, single stocks, and access to alternative investments.
Your risk profile is completely personalized to balance growth, security, and sustainability
- Fully tailored investment strategies aligned with your preferences
- Personal CIO consulting for continious expert guidance
- Worldwide diversification and tactical portfolio management
- Sustainability reporting to match your values
- Membership in the Marmot Community
With competitive fees from 0.8% to 0.4% p.a., the Select Plan provides exclusive access to institutional-grade opportunities.
Take control of your wealth with a plan designed for your ambitions
Marmot Plans
Marmot Easy
Accessible Investment Strategy
Custom Risk Profiles – Choose a bond-heavy, equity-focused, or balanced portfolio.
ETF-Only Portfolio – Invest in Equity, Bond, and Money Market ETFs.
Global Diversification
Ongoing Portfolio Optimization
Sustainability Reporting
Marmot Community Membership
Online Support and Onboarding
Marmot Premium
Individual Investment Strategy
Thematic Investing – Choose Sustainability, Best Talents, or Equality.
Custom Risk Profiles – Choose a bond-heavy, equity-focused, or balanced portfolio.
ETF & Fund Investments – A mix of Equity and Bond ETFs & funds.
Global Diversification
Ongoing Portfolio Optimization
Sustainability Reporting
Premium Marmot Community Membership
Personalized Service with Expert Support
Marmot Select
Fully Bespoke with Personal CIO Consulting
Tailored Portfolio and Risk Profiles
Invest in ETFs, actively managed funds, single stocks, and alternative assets.
Exclusive Private Equity Market Access
Global Diversification
Institutional Cost Benefits – Access lower institutional-level fees.
Sustainability Reporting
Select Marmot Community Membership
Priority Support – Personalized expert assistance at all times.
Chose from Themes that Align with You
Gender Equality
Traditional portfolios often feature companies and funds predominantly led by men. The Gender Equality theme aligns with the UN’s 5th Sustainable Development Goal by prioritizing gender-balanced investments.
- Research shows female investment professionals achieve higher returns with lower risk.
- Invest in funds led by women or diverse teams.
- This strategy integrates gender equality into investment selection.
Sustainable Investing
Sustainable investing drives positive change by supporting ethical business practices and responsible industries while still generating returns.
- Exclude sectors like weapons, gambling, alcohol, drug abuse, and pollution.
- Invest in companies that reflect your values.
- Support businesses making a tangible positive impact through their products or services.
Best Investment Talents Worldwide
We select leading investment professionals and ETFs that integrate environmental, social, and governance (ESG) factors into their strategies, ensuring a responsible and high-performing approach.
- Invest with top-tier professionals and ETFs that meet strict ESG criteria.
- Combine expert management with the most promising future trends for long-term success.
- Prioritize funds led by innovative and forward-thinking investment experts.
Good to Know
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.
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.
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?
Discover Expert Finance and Investment Insights in our Magazine.
"Having an investment plan is the best way to fight uncertainty."
Tom Kümmeke
Tom is Co-Founder of Marmot and has well over 10 years’ experience in wealth management strategy and advisory.
He focuses on integrated and personlized wealth management including investment strategies and entrepreneurial direct investments in wealth classes such as real estate and private equity.
Georgia von Gleichen
Georgia is an experienced management consultant in the financial services & information technology industry and former private banker, who became a passionate social impact entrepreneur and wealth advisor.
Georgia has served major financial service institutions in DACH, including UBS, Credit Suisse, and Berenberg.
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