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

Founder and Managing Partner

Tom is Managing Partner of the Marmot Investment Office AG. He has well over 10 years’ experience in asset management strategy and advisory. He focuses on family office structures and integrated asset management concepts including entrepreneurial direct investments in real estate and private equity.

Tom started his career as relationship manager for the multi-family office of a leading German private bank in Frankfurt and subsequently moved to Zurich as managing director and co-founder of the international family office of the oldest private bank in Germany. Having spent a number of years developing the business very successfully, he co-founded another multi-family office in Zürich as an expansion from a single family office, firmly establishing his presence and network in Switzerland.

Tom is a member of several family investment councils and has published on the subject of entrepreneurial direct investments as well he presented his findings and case-studies at numerous conferences. A lawyer by training, Tom also expanded his academic credentials by studying economics and additionally completing a Masters of Law (LL.M) in Mergers & Acquisitions. He is a financial economist (ebs) and Trust and Estate Practitioner (TEP).

Dincer Tuerk

Partner

Dincer is Partner of the Marmot Investment Office AG. He has more than 10 years of experience in the investment industry.
As strategy & finance expert he advises family offices on investment /divestment strategies in different sectors in private equity and real estates.


Prior to joining Marmot he served as CFO of a renowned single family office based in Switzerland

with a portfolio of 35 private equity -, real estate- & several fund investments.

Before he was general manager for finance of a German family office branch in Turkey and Managing Partner of an international consulting firm with focus on private equity, real estate & energy investments.
Prior this role he was responsible for value creation, development/implementation of strategies for M&A, turnaround/ restructuring and business expansion of a listed German family owned, multi-billion international corporate group

(retail, mail order, catalogue, e-commerce, tele-shopping).

Dincer worked on prominent positions in the ARCANDOR Group, E.ON Ruhrgas, Commerzbank and KPMG.
He has excellent relations with key decision-makers in economy & politics in the DACH- Region and in Turkey.


He is an accomplished accountant and holds a diploma in economic sciences (business administration, finance, banking, tax law) at the universities of Duisburg-Essen and Paderborn, Germany.

Anna Merling

Associate

Anna has a total of 13 years of experience in the financial industry. Most recently she worked as analyst and portfolio manager at a Munich based asset manager. She learned the basics of the banking business from credit analysis to Forex and investment advisory at Fürstlich Castell‘schen Bank Credit-Casse in Würzburg.

While working there as an investment advisor she continued her education earning an LLB and BBA and continued to lay the foundation for her later work as an analyst. Before moving to Munich and now Zürich she successfully completed the course of study to become a Certified Estate Planner (CEP). At the asset manager and honorary consultant bestadvice Private Vermögen GmbH Anna was the driving force behind the implementation of an intensive analysis and selection process for stocks and bonds.

In 2009 she successfully passed the first exam on the way to become a Chartered Financial Analyst (CFA). Since 2013 she has been supporting the team of Marmot Investment Office in the asset management and investment advisory. Anna is fluent in German, English and French and has extensive knowledge of Spanish, Italian and Japanese.

Martin Buerki

Chief Investment Officer and Managing Partner

Martin Buerki is Chief Investment Officer and Managing Partner of the Marmot Investment Office. From 2000 to 2008, Martin built up the global investment fund research section of UBS AG. The team consisted of 18 analysts, who were active in 5 locations. The team provided the basis for fund portfolios and investments in mandates worth

CHF 40 billion. In 2008 Martin started his own business and founded an investment advisory for institutional investors in the selection of investment funds and mandates. In addition, Martin had further a role as Managing Director for Sauren Switzerland. Martin has over 14 years experience in the selection of investment funds. He has currently executed over 1`000 fund manager interviews. In a personal conversation with the fund managers he can quickly separate the wheat from the chaff. He only invests in funds where he has personally met

and interviewed the managers. Martin is also involved politically. He is member of the local council in the city of Zurich Parliament and also a member of the Social Commission since 2013.

He studied at the University of Bern and completed a Master of Arts. During his studies, he was very actively involved in the organization AIESEC, the official student representative to the UN. During his studies he had already worked in many countries.

Steffen Bassler

Associated Partner

Steffen is Partner of the Marmot Investment Office AG. He advises on direct investment strategies from Private Equity, Mezzanine to Private Debt and Real Estate. He has over 10 years' experience in Investment Banking as European Head at Credit Suisse, Strategy Consulting and Asset Management.

Before this role he worked as a consultant in strategy and corporate finance mandates in Swiss industry and Finance companies for Arthur D. Little. He started his career with an international trainee program for the Daimler Financial Services AG with stations in Canada, Berlin, Puerto Rico and Madrid and implemented afterward the risk controlling for the fleet-management of Daimler.

He holds a MBA (Dipl-.Kfm.) degree in entrepreneurship & finance at the European Business School (ebs) in Germany, is FCA-(UK) as well as Swiss Board School (HSG)-certified for advisory boards and actively serves as board member. Steffen is also engaged as business angel for Swiss start-up companies, regularly publishes articles in several Swiss business & economic publications and is university lecturer for Corporate Finance at the European Business School (ebs) in Germany.

Thomas Trawnika

Associated Partner

Thomas Trawnika is Associated Partner at the Marmot Investment Office. With his broad network in the industry, he helps generating interesting direct investment opportunities in private equity and real estate.

Further he contributes his deep market and technology know-how in the sourcing, deal-execution, management and divestment of direct investments. Thomas has worked and works in several industry leaders like Hilti AG and Cedes AG. In addition he had a prominent role in the multi family office and investment advisory boutique adbodmer AG. In this role he was the board secretary of the real estate holding company sitEX Properties AG and director of the board for the international food venture Contract Farming India AG.

He has an economics degree from the University St. Gallen, gained a Certificate of Advanced Studies in Corporate Finance and Valuation and also studied at the School of Business, Economics and Law Göteborg, Sweden. After a career as a national team rower the focus is now on his family, sport in general (mountaineering, freeride skiing, kite surfing on water and snow, biking) and adventure travels.

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 Office Services

Apply professional experience & discipline to manage your financial matters.

Strategic Asset Allocation

We support the development of your tailor-made strategic asset allocation that is geared towards your specific requirements.

Investment Committee

Based on a sound analysis of the financial markets, asset classes and investment instruments we help you to identify the risks and opportunities and ensure a balanced decision-making process.

Cost and Performance Optimization

We identify opportunities to optimize the efficiency and the cost of the management of your assets and liabilities, and to optimize the risk-adjusted performance of your investments

Monitoring and Reporting

Monitoring a portfolio and understanding its structure, composition and performance in various market circumstances is the first step towards being able to take strategic and tactical decisions. The availability of up-to-date reporting is a key for overview, control and rapid action.

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