Entrepreneurial thinking and long-standing professional expertise 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

Our network in wealth management and private equity works for our clients.

Our Commitment

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

YOUR BENEFIT

We are 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 for our demanding clients.
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
Client's requirements define their relationship with us and we strive to build relationships that stand the test of time.
About us

Our Team

Martin Bürki

Co-Founder

Tom Kümmeke

Co-Founder

Georgia von Gleichen

Head of Sales

Sophie Steinmann

Investment Associate

Alexandra Krug

Compliance Officer

Viktoria Steffen

Administration

Violet Lentz

Advisory Board Member

Maha Daouhi

Advisory Board Member

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.

Get in Contact
Process

Investment Advisory & Wealth Management

Research

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

Diversification

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

Built around clients & aspirations

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

Monitoring & review

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

We work with the leading Investment talents

Our clients require dedication in liquid asset classes
and private equity

Manager Skill 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 systematically ensure the consistency of our investment process, we use the software "Morningstar Direct". In addition we have access to the portfolio holdings of 8,000 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.
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info@marmot-invest.com
Tel: +41( 43) 508 42 70


Marmot Investment
Office AG
Bellerivestrasse 20
CH- 8008 Zürich


Registered Office: Zurich
Company Registry:
CH-020.3.039.269-8