Drawing on its strong roots and tradition in Swiss banking, Mirabaud has practised wealth management for almost two centuries. The Group has greatly expanded its offering over the years, which today encompasses the full range of banking and financial services required by its private, institutional and professional clients to protect and grow their assets.
The Mirabaud offering includes the full range of dedicated wealth management services, including wealth structuring and engineering as well as the resolution of tax, succession and pension issues. This global expertise is complemented by a number of independent asset managers.
- Portfolio management
- Investment advisory
- Wealth planning
- Services for independent asset managers and family offices
- Custody services and consolidated reporting
BASIC INFORMATION SHEET / EQUIVALENT DOCUMENT
Drawing on its network of expertise both in Switzerland and internationally, Mirabaud provides not only institutional clients but also other financial players such as banks, independent asset managers and family offices with privileged access to the international markets as well as to a broad range of financial services, including asset management, funds and mandates.
- Asset management
- Management and distribution of traditional and alternative funds
- Management mandates
Authorised and regulated by the Financial Conduct Authority (FCA) and member of the London Stock Exchange, Mirabaud Securities Limited in London offers financial research, execution and advisory services specialising in the corporate sector, notably in the field of the capital markets. It has operated representative offices in Geneva and Zurich since 2011, serving companies, financial players and investment professionals in Switzerland.
- Capital Markets
Subject to the supervision of the Swiss Financial Market Supervisory Authority (FINMA), Mirabaud operates in Switzerland under the name Mirabaud & Cie SA, while Mirabaud Asset Management (Suisse) SA houses the core asset management services and funds of the Group. In terms of its securities offering, it is represented in Geneva and Zurich by the representative offices of Mirabaud Securities Limited in London.