Marmot.finance AG

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Schweiz
Zürich, Zürich
Marmot.finance AG

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

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

18/10/2026

US midterms 2026: what could a shift in Washington mean for your investments? 🇺🇸

A divided Congress could bring greater policy stability, but also budget disputes and uncertainty over trade policy. The election result alone won’t tell us where markets go next.

Our latest Marmot Market Report explores the possible implications for stocks, bonds and the US dollar—and why corporate earnings and interest rates remain central to our outlook.

Swipe through for the key charts, the scenarios we’re watching and how we’re positioning portfolios. 📊

01/10/2026

Would you trust AI with your life savings? Watch this before you answer. 👀

AI can explain ETFs, compare investment strategies and help you understand your portfolio. But understanding an investment isn’t the same as understanding the person making it.

A convincing answer on a screen is not a financial plan built around your family, your goals and the risks you can actually afford to take.

From Wall Street, here’s our take: the real opportunity isn’t replacing your financial adviser with AI. It’s using both better. 🤖

Use AI to ask better questions. Work with your adviser to make better informed decisions.

Where would you draw the line: using AI to research investments, or letting it decide where your money goes?

27/09/2026

Higher interest rates can mean better yields on new bonds, and falling prices for the bonds you already own. 📊

For stocks, the challenge is different: S&P 500 earnings expectations sit roughly 50% above their long-term trend, while higher financing costs could make those forecasts harder to meet.

Swipe through our latest Marmot Market Report for what this means for bonds, stock valuations and our portfolio positioning.

Our focus: shorter bond maturities and companies with solid balance sheets, reliable earnings and reasonable valuations.🔖

18/09/2026

Zürich may be famous for its trams, river views and chocolate, but it is also the heart of Switzerland’s finance industry. 🇨🇭

From Paradeplatz’s surprising past to Bahnhofstrasse’s origins and Switzerland’s position as the global leader in cross-border wealth management, these five facts reveal a side of Zürich most people walk past every day.

How many did you already know? Follow Marmot Finance for more insights into Swiss banking, investing and wealth management. 👀

13/09/2026

US markets are heading into a politically charged autumn, and the setup is becoming more interesting.
Technology valuations have fallen sharply, retail investors are selling at exceptional levels, and leveraged funds are holding record short positions in Nasdaq 100 futures. At the same time, earnings expectations remain strong, with AI still driving a large share of global profit growth.

That creates a mixed picture: short-term volatility and political risk remain elevated, but lower valuations could open up opportunities if earnings continue to hold. We remain cautious, with a clear bias towards value stocks, while viewing sharper declines as potential buying opportunities.

Want the full picture? Join our Q3 Market Outlook Webinar on Wednesday, 14 October 2026 with CIO Martin Bürki and Sophie Steinmann. We’ll discuss the key risks, opportunities and what they could mean for portfolios. 📈

12:00 – German | 13:00 – English
Register via the links in our bio!

09/09/2026

AI is reshaping Wall Street — but the investment opportunity is about more than hype. 📈

Capital is pouring into artificial intelligence at record levels, with the US far ahead of other major markets. The real question for investors is where durable value is being created: semiconductors, cloud infrastructure, computing power and the companies turning AI demand into sustainable earnings.

AI investing, technology stocks, semiconductor companies, Nvidia, TSMC, Microsoft, Google, AWS and the future of global markets are increasingly connected. The opportunity may be significant, but selectivity matters.

Interested in what this means for markets and investors? Join our Market Insights Webinar on October 14th — 12:00 Zurich time in German and 13:00 Zurich time in English. 🎙️

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. 📌

Adresse

Bellerivestrasse 20
Zürich
8008

Telefon

+41435084270

Website

http://www.marmot.finance/

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