Plan your retirement to confidently embrace the future you envision.
Preparing for My Retirement
Ensure your standard of living in retirement through comprehensive planning. We help you optimise your three pillars and create a sustainable income strategy for your retirement years.
"Retirement is a life stage, not just a financial event. Our role is to help our clients structure their wealth with clarity and rigour, so that it sustainably supports the life they envision."
Laurent Neri
Head of Wealth Planning
"Retirement is a life stage, not just a financial event. Our role is to help our clients structure their wealth with clarity and rigour, so that it sustainably supports the life they envision."
Laurent Neri
Head of Wealth Planning
Is your retirement secure?
Retirement often represents 20 to 30 years of life without professional income. Without adequate planning, many retirees see their standard of living decrease. Our advisors can enlighten you on the following points:
- Calculation and optimisation of retirement income.
- Coordination of the three pillars.
- Optimal timing and reinvestment of LPP (Pension Fund) withdrawals.
- Protection of the spouse in the event of death.
In Switzerland, 57% of people under 65 declare they dream of early retirement, but only 11% of them actually plan for it.
Source: Baloise Insurance.
Explore Our Solutions
Your Dedicated Advisory Team
Get personalized guidance from our experienced wealth advisors who understand your unique needs.
Ready to Discuss Your Goals?
Share your details and a dedicated Relationship Manager will reach out to understand your needs and explore how we can help.
How We Solve This
Our proven process ensures comprehensive solutions tailored to your situation
Comprehensive Retirement Assessment
We analyze your three pillars, your wealth, and your future needs to project your retirement situation.
Personalized Income Strategy
Our team designs a plan optimizing withdrawal timing, taxation, and the sustainability of your income.
Progressive Implementation
We implement the strategy by coordinating with your pension funds and adjusting your portfolio.
Monitoring and Adjustments
We review your plan annually and adjust it according to the evolution of your needs and markets.
Mirabaud at a Glance
Assets Under Management
Professionals to support your goals
Clients in more than 40 countries
Generations serving our customers
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
Your Next Step
Choose the path that best fits where you are in your wealth journey