Services

Wealth Management

Your Wealth is not just numbers. Your wealth tells your story, values, hopes and vision for the future. Our mission is to spend time with you to listen and understand that vision, then create actionable strategies for your assets.

Advisory

Wealth Management

Advisory

You may prefer to have complete control of your investments. You might also need a partner for your strategy and to help you make sense of the giant amount of information guiding your decisions. We are here to collaborate with you through the journey.

Let us work with you and give you an insight into your investment strategy. We will help you make more informed decisions about your investments.

Our financial advisors and investment experts dedicate their experience to gather signals, facts and events and turn them in opportunities. We are an international team ready to answer your questions, help you design your investment strategy and prepare advice you can rely on.

We offer a unique insight into the global economy, market and opportunities. In the midst of uncertainties and new challenges, we help you to find successful solutions for all aspects of your portfolio management.

Meet the team

Wealth management

Patrice GÉTAZ

Head of Advisory

Contact

Wealth Management

Related Services

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.

Wealth Management

Wealth Planning

We leverage decades of experience in developing customised solutions that take into account all aspects of your financial life: your individual circumstances and objectives, your family situation, how you want to use your assets, and how you envision your legacy will be passed on to future generations.

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