Advisory

We are here to collaborate with you through the journey

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.

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

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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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