Retirement & Pensions: structuring your wealth transition.

    Pre-Retirees & Future Retirees

    You have spent decades building your wealth. It is time to optimise for the life you desire in retirement. We help you move from accumulation to preservation, ensuring that your wealth lasts throughout your retirement.

    Architecture with water reflection
    Laurent Neri
    "The transition to retirement requires a complete rethink of one's financial flows. Our expertise allows you to approach this stage with total visibility over your future income."

    Laurent Neri

    Head of Wealth Planning

    Will your wealth last through retirement?

    Replacing professional income with an annuity or capital cannot be improvised. This transition requires a specific allocation strategy, capable of generating regular liquidity while preserving the real value of your assets against inflation.

    • Financial planning of income and global wealth
    • Active management of your vested benefit assets and 3a pillar
    • Analysising your expenditure budget and financing of income gaps
    • Strategy for the staggered withdrawal of pension capital
    Retirement does not mean the end of performance. Our pension mandates allow for up to 65% equity exposure (LPP 65+). An indispensable lever to protect your purchasing power over the long term."

    Source: Mirabaud Pension Offering

    Explore Our Solutions

    Laurence Fogal
    Pascal Meilland
    Lead advisor

    Your Dedicated Advisory Team

    Get personalized guidance from our experienced wealth advisors who understand your unique needs.

    Ready to discuss your goals?

    Schedule a confidential consultation with one of our experienced wealth advisors.

    By clicking the button below, you expressly declare that you have read, understood and accepted without reservation the privacy policy and the risks presented therein, in particular with regard to the transfer of personal data abroad.

    You authorize Mirabaud bank to store and process the personal data submitted above in order to provide you with the requested content.

    You accept to be contacted by a Relationship Manager to discuss your wealth management needs.

    How We Work

    At your service, a specialized team and cutting-edge digital tools

    Relationship Manager

    Your primary contact for all banking needs

    Wealth Planner

    Expert in wealth planning and advice

    Portfolio Manager

    Investment specialist managing your assets

    Investment Advisor

    Provides tailored investment recommendations

    700+ Professionals

    Our Group at your service, in Switzerland and beyond

    Mirabaud at a Glance

    30B+

    Assets Under Management

    700+

    Professionals to support your goals

    40+

    Clients in more than 40 countries

    7

    Generations serving our customers

    Your Next Step

    Choose the path that best fits where you are in your wealth journey

    RECOMMENDED

    Start Your Assessment

    Pass our Wealth Check Up and discover your results

    Learn More

    Explore our investment solutions and wealth planning services

    Stay Informed

    Get exclusive market insights and wealth management strategies

    Your working years built your wealth. Our expertise ensures it lasts. Let's create a retirement income strategy that supports the life you've earned.