Paris

The Mirabaud wealth management offering for private individuals includes, in particular, financial management by means of discretionary management or investment advisory mandates, wealth advisory – including life insurance – and order execution. Private clients can also access account and custody services for wealth management portfolios.

• Portfolio management
• Investment advisory
• Wealth engineering
• Tax advice
• Account and custody services

Mirabaud's Asset Management division covers asset management services for French and eurozone equities and convertible and diversified bonds by means of undertakings for collective investment in transferable securities (UCITS) or dedicated mandates.

• UCITS and mandate management
• Distribution of traditional and alternative funds