Advisory

Advisory Mandate

Investing assets in a constantly changing environment requires dedication, cutting-edge expertise as well as a long lasting experience in investment.

By choosing an advisory mandate, you are benefiting from a team of dedicated and independent professionals sitting next to you, sharing with you their convictions and their analysis, enabling you to make better informed decisions.

With a team of experts by your side, an advisory mandate at Mirabaud is the most effective way to empower you to reach your objectives.

Thanks to this personalised Mirabaud approach, your portfolio will be crafted around three principles: independence, conviction and active management.

A robust investment process

The key to reaching your financial objectives is to select a tailored investment strategy.

Your dedicated Advisor will partner with you in choosing the best possible strategy based on your overall wealth ambitions. Along this journey you will receive investment ideas while the final decision remains in your hands.

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Wealth management

Patrice GÉTAZ

Head of Advisory

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Wealth Management services

A solution for all unique needs

Wealth Management

Discretionary Management

We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage.

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Wealth Management

Wealth Planning

To get a clear picture of your needs, your wealth must be analysed as a whole, including specific aspects of international mobility and family legacy planning. We take into account the desired future and define your needs in terms of security and growth.

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Private Assets

We provide institutional-quality access to private assets investments — designed to enhance your portfolio’s performance with long-term value creation.

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Independent Asset Managers

A partnership based on trust, proximity and focused on the long term.

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Wealth Management

Sustainable and Responsible Investing

To achieve Mirabaud Group’s economic responsibility goal of offering a comprehensive range of responsible and sustainable products and services, at Mirabaud Wealth Management, we aim to deliver high quality products and services that integrate ESG considerations.

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