Spain

After entering the Spanish market in 2009, Mirabaud initially conducted activities through exclusive cooperation agreements with a local management company. The Group has operated in Spain under its own name since 2011, initially in Madrid and Barcelona. It opened an office in Valencia in 2012 and Seville in 2014, thus boosting its presence in the country.

Wealth Management

Mirabaud provides its full wealth management offering in all of its Spanish entities, including investment funds and SICAVs. This offering also extends to custody services, the receipt and transmission of orders, and discretionary management, as part of an all-round approach.

• Custody accounts, reception and transmission of orders
• Portfolio management
• Wealth planning
• Management of investment funds and SICAVs
• Multi-booking

Asset Management

Working out of Madrid and Barcelona, Mirabaud's Asset Management division offers fund management and distribution as well as asset management services for institutional clients.

• Management and distribution of traditional and alternative funds
• Institutional management mandates

Brokerage

Mirabaud acts as a broker for professional investors and specialised financial players out of its office in Madrid.

• Brokerage
• Financial research
• Fixed Income

LEGAL Information AND MIFID INFORMATION

Links

1. General Information
2. MiFID Information
3. Información sobre Servicio de pago
4. Tarifas
5. Servicio de atención al cliente (SAC)
6. Legal Information

Documents

1. Informe de solvencia (pdf)
2. Best execution for professional client (pdf)
3. Conflict of interest identification and management policy (pdf)

Contractual documentation

1. Contracto marco de servicios de inversión
2. Contracto de gestión discretional de carteras
3. Condiciones generales

Classification

1. Acceptance
2. Clasificación cliente profesional (pdf)
3. Clasificación contraparte elegible (pdf) 
4. Request
5. Cambio clasificación a cliente profesional (pdf)
6. Modificación clasificación cliente minorista (pdf)