Who we are

Trusted advice with entrepreneurial thinking

We are a dedicated investment office and advisory boutique offering a select group of private and institutional investors a highly personalized service built on complete trust and unbiased advice.

We put our entrepreneurial thinking and long-standing professional expertise to the service of our clients for maximum value creation.

Our Commitment

Maintain and expand your financial freedom

Our goal

Build a relationship of absolute trust with our clients.

Our job

Listen to our clients, question, discuss, bring in critical reflection and target our solutions exactly to our clients’ needs.

Our team

A considerable amount of experience and our broad and complementary range of skills.

Our network

It works for our clients.

Our commitment

Independence, transparency, 360° client, tailor-made solutions, long-term relationship.

Your benefits

Independent, transparent, committed

independence

Being independent from any financial institution, we work with complete objectivity and freedom in the sole interest of our clients.

transparency

We have a transparent and precise fee structure. We only receive fees from and are exclusively paid by our clients.

360° client

We look after the overall interests of our clients and handle their financial matters just like we would handle to our own.

Tailor-made solutions

We do not believe in one-size fits all solutions. We provide tailor-made solutions.

Open Investment Architecture

Every day and in each situation, we strive for the best solutions and are side-by-side with our clients.

A relationship as individual as clients require

Clients’ requirements define their relationship with us and we strive to build relationships that stand the test of time.

Job openings

Careers for qualified and passionate people

Marmot Investment Office AG offers a working environment in which you are both challenged and supported in reaching your potential.

 

Professionalism, passion, drive and team spirit combined with values such as independence, modesty and transparency enable us to create superior value for our clients and our employees.

 

You are looking to take the next career step as partner, team member or for an internship - send your resume/CV to: info(at)marmot-invest.com


Tom P. Kuemmeke

Co-Founder and Board Member

Dincer Tuerk

Partner

Martin Buerki

CIO and Co-Founder

Thomas Trawnika

Associated Partner

Filip Kovac

Operations Manager

Denice Becker

Management Support

Services

Professional. Experienced. Transparent

Apply professional experience & discipline to manage your financial matters. Founded on research, built around your aspirations. The best asset management talents.

Investment advisory & Asset Management

Founded on research, built around your aspirations

Research

Founded on quantitative and qualitative research, we seek to understand trends in asset classes and invest in areas of the market where we see the greatest opportunity.

We take time to understand your existing asset profile and your overall attitude towards risk. Once identified, your personal aspirations remain paramount in our minds through every step of constructing and managing your portfolio.

Diversification

We fundamentally believe in diversification and are determined to ensure our clients’ portfolios are designed to deliver consistent long-term performance privileging a multi-asset-class approach.

We take time to understand your existing asset profile and your overall attitude towards risk. Once identified, your personal aspirations remain paramount in our minds through every step of constructing and managing your portfolio.

Built around clients’ aspirations

We take time to understand your existing asset profile and your overall attitude towards risk. Once identified, your personal aspirations remain paramount in our minds through every step of constructing and managing your portfolio.

We take time to understand your existing asset profile and your overall attitude towards risk. Once identified, your personal aspirations remain paramount in our minds through every step of constructing and managing your portfolio.

Monitoring and review

We take time to understand your existing asset profile and your overall attitude towards risk. Once identified, your personal aspirations remain paramount in our minds through every step of constructing and managing your portfolio.

We take time to understand your existing asset profile and your overall attitude towards risk. Once identified, your personal aspirations remain paramount in our minds through every step of constructing and managing your portfolio.

Asset Manager Research and Selection

The best asset management talents

Manager skills-sets

As investments are managed by people, we focus on understanding managers’ skills, motivation and commitment.

Eye to the future

Each asset manager has some home-bias and specific bias. We select the managers whose biases fit to the current global macro situation

Sound business model

As managers are part of an organization, we check if organization, people and the investment strategy fit together.

Investment process & tools

To check systematically the consistency of the investment process we use the software “StyleResearch”. We have access to the portfolio holdings of 8000 managers

Performance

To identify the best managers for a given market environment, we monitor their performance in different market phases.

Network

Our regular contacts with asset managers, banks’ CIO and mutual fund top management allow us to identify opportunities and take corrective actions.

Private Equity & Real Estate Value Proposition

Opportunistic with value-add

Private Equity Investments

Our experience in private equity combined with our network results that we often get first priority access to unique investment opportunities.

We assess these opportunities and, if they meet our criteria, we negotiate them to meet clients’ needs and supervise the implementation.

We define the exit strategy at the beginning of each investment together with our clients.

Our sector focus is health care, manufacturing, technology and consumer goods.

Real Estate Investments

Our in-depth knowledge of the market and cooperation with strategic partners allow us to provide our clients with access to best real estate investment and acquisition opportunities.

In real estate investments we appreciate high cash-on-cash-returns respectively target yields of Net IRR > 12-20% p.a.

Our home investment markets are Germany and Europe.

download directions (pdf)

ZÜRICH

Contact

Tel: +41(43) 508 42 70

Email: info@marmot-invest.com


Marmot Investment Main Office

Bellerivestrasse 20

8008 Zürich

Switzerland


Registered Office: Zurich

Company Registry: CH-020.3.039.269-8

download directions (pdf)

DÜSSELDORF

Contact

Tel: +49 (211) 936 72 836

Email: info@marmot-invest.com


Marmot Investment Representative Office

Kaiser-Wilhelm-Ring 9

D-40545 Düsseldorf

Germany


Registered Office: Zurich

Company Registry: CH-020.3.039.269-8