Active management for enduring wealth
Preserve & Grow My Capital
Balancing wealth preservation with growth opportunities requires sophisticated investment strategies. We help you protect your capital while seizing opportunities in global markets through our proven investment approach.
"Ensuring your capital works as hard as you do. We energise it by accessing real sources of return, often reserved for institutional investors."
Ricardo Castillo
Head of Investments
"Ensuring your capital works as hard as you do. We energise it by accessing real sources of return, often reserved for institutional investors."
Ricardo Castillo
Head of Investments
Is your investment strategy designed to withstand market uncertainty?
Simple accumulation is no longer enough. In the face of complex markets and persistent currency erosion, static ("Buy & Hold") management is showing its limits. You need a dynamic allocation that captures upside performance while mitigating risks. Here are some of the benefits of professional management:
- Maintain and develop the real value of your capital through high-performance allocation.
- Master financial market volatility.
- Master financial market volatility.
- Effectively diversify your investments.
Investors most exposed to behavioural biases are also those who least resort to professional advice - even though it can contribute to improving the quality of their investment decisions.
Source: Bachmann, Kremena; Hens, Thorsten. University of Zurich.
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 Portfolio Review
We analyze your current holdings, risk exposure, tax situation, and long-term goals to understand your complete financial picture.
Strategic Asset Allocation
Our investment committee designs a diversified allocation spanning public equities, fixed income, alternatives, and real assets tailored to your risk tolerance.
Implementation & Transition
We execute the strategy with tax-efficient transitions, minimizing disruption while optimizing your portfolio structure.
Ongoing Management & Rebalancing
Active monitoring, quarterly reviews, and disciplined rebalancing keep your portfolio aligned with targets through all market conditions.
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