We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage. We will utilise our deep understanding of the markets to ensure we are making the best investment decisions for you each step of the way.
We will need to understand the level of risk you are willing to take, your life ambitions and lifestyle. Our goal is to create a customised investment recommendation for you based on these factors.
Once we have established an ongoing relationship, we will monitor your portfolio for risk and rotation adjustments to keep you on track to meet your objectives as well as making you feel safe and secure with a clearer mind.
DISCRETIONARY MANAGEMENT
Your portfolio
Investing your assets judiciously requires considerable time and leading-edge expertise to deal with a constantly-shifting environment.
By choosing a discretionary management mandate, you are delegating responsibility for your assets to a team of professionals and will benefit from the analytical resources of all our experts worldwide.
Wealth Management
A sustainable and value-creating approach
Sustainability and value creation are closely linked to our sense of responsibility at the economic, environmental, social and societal levels. Mirabaud signed the United Nations-supported Principles for Responsible Investment (PRI) in 2010 and holds the highest rating (A+) for responsible investing. We offer high-performing investment solutions which integrate environmental, social and governance (ESG) factors and exclude those sensitive or controversial economic sectors from our recommendations.
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Wealth Management
Robust investment process
We build your portfolio using a rigorous process based on the following pillars: active management, conviction and independence. At each stage, our experts are supported by experienced and leading specialists. Under the aegis of the Investment Committee, they are involved in formulating and implementing your portfolio investment strategy.
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DISCRETIONARY MANAGEMENT
The four investment pillars
Macro-economics and trend analysis
The Mirabaud Group’s macro-economic research depicts certain economic scenarios in order to identify major trends which will materialise in the future. This enables our Investment Committee to set out a medium and long-term view of the movement on the financial markets.
Private assets
From real estate to risk capital, from early stage financing to pre-IPOs, private assets offer a vast range of opportunities which the Mirabaud Group makes accessible to its private clients. We are convinced that these non-liquid assets have an important place in portfolio management.
Thematic convictions
The Investment Committee sets out its views around major themes arising from its analyses. Whether robotics, artificial intelligence, the return of inflation or geopolitical changes, these developments could present either risks or opportunities and it is essential that they are identified and understood.
ESG
As a responsible business, we have made a long-term commitment to Socially Responsible Investment (SRI).
Consequently, we aim to offer a comprehensive range of investment products and services incorporating the environmental, social and governance (ESG) dimensions.
DISCRETIONARY MANAGEMENT
Our strategies
The choice of an investment strategy, personalised to your needs, is the key element for allowing us to reach your financial objectives. Your dedicated Relationship Manager will guide you through this process by analysing your financial situation. They will help you choose the most appropriate strategy.
Signature Strategy
"Improving portfolio performance by including private assets in a diversified, long-term investment strategy"
The Signature strategy comprises both liquid and private financial assets under the same investment strategy. It is aimed at investors seeking diversified asset management with a long-term horizon, for at least part of their assets.
Tradition Strategy
"Diversified portfolio management, focused on liquid assets, relying on the expertise of the Mirabaud Group"
The Tradition strategy is an investment strategy that offers portfolio management comprising only liquid financial assets. It is aimed at investors seeking diversified portfolio management regardless of their risk level or investment horizon.
Bespoke Strategy
"Bespoke and exclusive management, tailored to your goals"
The “Bespoke” strategy allows the client to set specific investment goals and work with the Bank on developing a strategic portfolio allocation. To achieve this, the Bank will take into account the client’s specific needs and investment preferences.
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Meet the team
Wealth management
Ian FIANDER
Head of Portfolio Management
Wealth management
Jaime MEDEM
Head of Portfolio Management Spain
Wealth management
Patrick ALBRECHT
Investment Advisor
Wealth management
Ali AL-FALLOUJI
Portfolio Manager
Wealth management
Yann AZUELOS
Head of Financial Management
Wealth Management services
A solution for all unique needs
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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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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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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