competence – understanding – trust
Imagine putting your finances in safe hands, so you have more time for the things that matter – family, friends, hobbies or just enjoying life.
Our small, experienced team of financial experts can give you that peace of mind: asset management with a personal touch. Whether you want to relax and let us take care of everything or be more actively involved – we put your individual needs first. Our work is supported by the pillars of transparency, trust and independence, underpinned by exceptional knowhow and strong partners.
Asset management
Let us take care of juggling figures and strategies. We actively manage your portfolio so you can sit back and relax. But we can also provide advice and help to support your personal investment preferences.
Investment advice
We analyse your individual situation and draw up a customised investment concept based on your goals, dreams and attitude to risk. We help make your financial journey secure and successful.
Retirement planning
We plan your pension provision with you so you can look forward to a carefree retirement. Whether you want to retire early and travel the world or just sleep easily at night, we’ll find the best pension investment strategy for you.
Family office services
We take care of managing and organising your family’s assets, leaving you more time for the enjoyable things in life. From keeping an eye on interest rate trends to taking care of everyday administration, we are there for you.
Are you asking any of the following questions?
Then we’ve got the answers.
Why should I trust MarFinance?
Our focus is on you. We offer the best financial advice possible, perfectly tailored to your needs. – Our service is independent, transparent and cost-effective.
Are my assets performing well at the moment? Are better investment opportunities available?
We analyse the current situation and highlight any weak spots.
Ready-made financial products. – Are they the right choice for me?
We’ll be happy to examine the offer and present you with a cost-benefit analysis that makes sense.
Capital or pension? – How should I invest my pension fund assets?
We’ve got answers for you. Let’s weigh things up together and come up with a plan.
I’ve received an inheritance. Now what? – What do I need to consider?
We’ll make our way through the bureaucracy together, so nothing is forgotten.
Which custodians does MarFinance use?
ZKB, Corner Bank, UBS, Swissquote Bank AG, Bank Vontobel AG