Wealth Management

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
  • Corporate Advisory

LEGAL INFORMATION AND MIFID INFORMATION

  1. Conditions générales (in French)
  2. Tarifs (in French)
  3. Politique de meilleure sélection et exécution (in French)
  4. Politique de traitement des réclamations (in French)
  5. Commissions perçues ou payées par la Banque dans le cadre de ses services d'investissements (in French)
  6. Top 5 Brokers and Execution Venue of Mirabaud & Cie (Europe) SA

Asset Management

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

LEGAL INFORMATION

  1. Information on the remuneration policy (in French)
  2. Politique de prévention et de gestion des conflits d'intérêts (in French)

S.A.S. with share capital of 2,000,000 euros registered at the Paris Trade and Companies Register under the number 489 848 119 Portfolio management company (AMF approval (www.amf-france.org) n° GP-06000027 of 25/07/2006). Approval for advisory and management of AIFs (Alternative Investment Funds).

A French branch of Luxembourg-based Mirabaud & Cie (Europe) SA, Mirabaud has been present in France since 2003 and the Group has operated as a bank in France since 2015. The entity offers a complete range of wealth management services, including custody services. Institutional management services are provided through Mirabaud Asset Management (France) SAS.

Press Releases

1ère édition française du programme « Best Managed Companies » 11 entreprises labellisées

Le programme Best Managed Companies récompense pour la première fois en France, à l’issue d’un processus de sélection rigoureux, 11 entreprises qui ont été distinguées par un jury indépendant pour leurs qualités de gestion et pour leurs performances. Mirabaud est fier d'être partenaire de Deloitte pour cette initiative lancée il y a 30 ans et désormais présente dans plus de 45 pays.

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Agencies

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75008 Paris
T +33 1 44 21 61 00
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13, avenue Hoche
75008 Paris
T +33 1 44 21 61 00
F +33 1 42 89 62 38
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13, avenue Hoche
75008 Paris
T +33 1 44 21 61 00
F +33 1 42 89 66 20
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