Hello, you can call me Margot.

I help advanced Swiss and French investors grow an investment portfolio in the low millions and pass it on to the next generation.

I'm a French expatriate living in Switzerland.

I'm not an investment professional, just a peer with productive assets in the low millions.

Investing has been my hobby for 15 years, and each of my personal situations is an optimization game.

Last year, I realized that I was no longer learning from the professionals I was meeting, but rather teaching them.

That was the trigger for the blog.

As a reminder for myself.
As a diary for my children.
And maybe also for you and your family.

I'm having fun doing something different.

I write unique articles, more advanced than in a beginner's investment blog.
More complete than those of a professional, since I also look at investments that don't require intermediaries.

Instead of dwelling on percentage rules, I like to get straight to the point with numbers that will speak to you.

Want to know the Swiss (and French) secrets of investing and passing on your wealth?
This blog is for you.

You think you already know all the secrets?
Challenge accepted.

Ask Margot.

Don't hesitate to contact me if you'd like to
discuss your wealth strategy with a peer.

You can also follow me on LinkedIn.
I post regularly, one piece of information at a time.

NB: The accuracy and timeliness of the information on this blog is not guaranteed. Also, investing involves risk.
Ask Margot cannot be held liable for the results of your investments.