Marmot.finance AG

Startseite
Schweiz
Zürich
Marmot.finance AG

We are Switzerland's #1 female focused Wealth Manager Platform.

We empower especially women with an unbiased and honest access to successful investment strategies.

07/09/2026

The best financial decisions are often made before they become urgent. From paying down a mortgage and planning an inheritance to discussing a prenup, reviewing your pension and preparing a future wealth transfer, early decisions can create more clarity, flexibility and control. 💭

Thoughtful wealth management is not only about investing. It is also about preparing for the decisions around property, relationships, retirement, succession and family wealth before circumstances force the timing.

Which of these conversations do you think people tend to leave too late?

To explore these and other key financial decisions across different stages of life, download our Financial Life Cycle Guide via the link in bio. ✨

30/08/2026

Iran, oil prices and US debt are creating a dangerous new setup for global markets. 📈

Tanker traffic through the Strait of Hormuz has collapsed, global oil inventories are falling, commodity prices are surging and the US Strategic Petroleum Reserve is under pressure. At the same time, government debt costs are climbing, long-term bond yields are rising worldwide and the Federal Reserve faces an increasingly difficult balancing act.

For investors, this means higher inflation risk, greater bond-market volatility and less room for one-directional bets.

The big question: what breaks first — energy markets, inflation, or the bond market?

Save this market report and sign up to our Market Report for more insights. 🌍

24/08/2026

What happens to your finances during maternity leave in Switzerland? 👶

For 14 weeks, maternity allowance generally covers 80% of your previous income, up to the statutory cap. But your long-term financial progress doesn’t have to stop there.

AHV child-raising credits may support your future pension calculation, while consistent contributions to Pillar 3a or personal investments can help keep your wider financial plan moving.

Motherhood may pause part of your paycheck. It doesn’t have to pause your financial future.
Save this for your maternity planning, share it with a future parent, and download our free Women’s Financial Lifecycle Guide via the link in bio.

20/08/2026

Divorce in Switzerland: 3 financial mistakes to avoid 💡

A divorce settlement is only the beginning of your financial reset. Your Swiss pension, taxes, mortgage, insurance, estate planning and investment portfolio may all need to be reviewed.

Three common financial mistakes after divorce:

1. Treating the divorce settlement as a complete financial plan
2. Failing to verify the BVG/LPP pension division and AHV/OASI income splitting
3. Keeping an investment and retirement plan designed for two people

A post-divorce financial plan should cover your assets and liabilities, cash flow in CHF, pension transfers, canton-specific tax situation, insurance, beneficiaries, estate documents, emergency liquidity and investment strategy.

Marmot Investment Office AG in Zürich supports with wealth management, retirement planning and investing after divorce and other major life changes.

Save this Swiss divorce financial checklist or contact us for a confidential conversation. 📌

13/08/2026

Meet Luísa Bokor, our new intern at Marmot Investment Office AG. 🇨🇭

Luísa has been part of the Marmot team since May and is based in our Zürich office. She works closely with our investment team across portfolio and fund analysis, investment research and ongoing portfolio work, while also focusing on female financial empowerment and education.

Having recently graduated from the University of St Andrews in Scotland, Luísa will continue her studies in Switzerland this autumn with an MSc in Economics and Business. Outside of finance, her interests include field sports, skiing, and horse riding, and, perhaps a little less conventionally, she also enjoys playing the harp.🪉

We’re very pleased to have her with us and look forward to the months ahead.

05/08/2026

Marriage in Switzerland isn’t just about love. It’s about taxes, pensions, inheritance, and the big questions: What stays mine? How do we split costs? Who pays what?

Every woman deserves to feel prepared for life’s major transitions. That’s exactly why we created the Lifecycle Guide—to answer the questions you’re actually asking at every stage.

Ready to plan ahead? Download our free Lifecycle Guide via the link in bio 🔗

29/07/2026

New to Switzerland and already lost in AHV, Quellensteuer, Pillar 3a, LAMal, SARON and FINMA? 🇨🇭

This carousel breaks down 47 essential Swiss financial terms in plain English, from taxes and pensions to health insurance, banking, investing and compliance.

Save it for your next payslip, tax return, bank appointment or insurance renewal. 📌

For a more complete step-by-step overview, download our Lifecycle Guide. It includes an entire section dedicated to moving to Switzerland and helps you understand the key financial decisions you will face when settling in.

Which Swiss financial term confused you most when you first arrived?

Follow Marmot.finance for practical, easy-to-understand guidance on managing money in Switzerland.

21/07/2026

What if your finances could support the life you actually want to live? ✈️

Meet India, the marketing intern at Marmot Finance, who believes that whether your goal is traveling more, building wealth, or making a move abroad, having a financial plan makes all the difference.

Our Lifecycle Guide is designed to help women navigate every stage of life—including building financial stability in Switzerland and planning for life as an expat.

Download your free copy via the link in our bio.

14/07/2026

☀️🌊 Summer markets are rarely boring.

This week’s market report looks at what history tells us about the summer months, why volatility often rises between July and October, and why the upcoming earnings season matters so much for the current rally.

The key message: higher volatility and more modest returns are possible, but that does not automatically mean a major correction. Earnings expectations are high, investor leverage is elevated, and liquidity buffers are thin, but sentiment is still far from euphoric.

For long-term investors, discipline matters more than seasonal market sayings.

If you like this kind of market insight, sign up to our newsletter via the link in bio.

08/07/2026

Berlin Female Wealth Lunch recap ✨

In partnership with FemmeInvest, Marmot Finance hosted an exclusive Female Wealth Lunch bringing together women interested in investing, wealth management, financial education and long-term wealth building.

The afternoon centred around a private investment presentation by Tom Kümmeke and Francesca Barbara Eckert on “The Big Wealth Transfer and Berlin as Investment Case”.

The lecture explored why women are becoming increasingly important in the future of wealth, as investors, entrepreneurs, inheritors, partners and decision-makers, and why financial education for women is more relevant than ever.

One of the key investment takeaways: over the last 10 years, it has been difficult to beat tech stocks compared with real estate and venture capital.

Thank you to everyone who joined us in Berlin, and thank you to FemmeInvest for partnering with us on this special event.

Many of the topics we discussed, investing, inheritance, entrepreneurship, career decisions and long-term wealth building, are also part of the financial lifecycle women move through over time📘🧠. To continue the conversation, download our Lifecycle Guide via the link in bio.

Adresse

Bellerivestrasse 20
Zürich
8008

Telefon

+41435084270

Webseite

http://www.marmot.finance/

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