• 100% Independent • 15+ Years Experience • Institutional & Private Clients • CAIA, CIPM
Expertise
Over the time, Mammouth Advisory has developped a strong expertise in the following activities:
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Wealth Review
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Investment Strategy
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Retirement
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ESG and Sustainability
Swiss based advisor, with international experience.
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Cross-Border Situation
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Portfolio Review
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Insurance
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Real Estate
Our Advisory Process
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Goals / Constrains
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Family Situation
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Assets / Liabilities
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Time Horizon
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Risk Profile
UNDERSTAND
STRUCTURE
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Asset Allocation
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Diversification
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Tax Efficiency
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ESG and Sustainability
IMPLEMENT
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Recommandation
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Execution
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Coordination
MONITOR
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Follow-Up
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Annual Reviews
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Continuous Adjustments
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Long-Term Vision
Pricing
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Hourly Advisory: CHF 250 / hour
Targeted support for specific needs and queries.
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Essential Package (5 hours): CHF 1'250
High-level assessment, executive summary, and action plan.
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Advanced Package (10 hours): CHF 2'400
Deep-dive analysis, strategic scenarios, detailed reporting, dedicated mentoring, and ongoing follow-up
About the Founder
I am an investment professional with more than a decade of experience across asset management, pension funds and sustainable finance.
Throughout my career, I have worked with institutional investors, investment managers and financial stakeholders to analyse complex situations, improve transparency and support informed decision-making.
I gained multiple professional certifications including CAIA®, CIPM® and CFA Institute Certificates.
Mammouth Agile Advisory was created to provide independent, objective and practical advice focused on helping clients move from complexity to clarity.
Contact
Let's Talk!
Whether you need an independent perspective on investments, sustainability, wealth planning or a specific financial challenge, I would be happy to discuss your situation and needs.
Email: marc@mammouth-advisory.com
Phone / WhatsApp: Message me
LinkedIn :
