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.

Discretionary Management

Wealth Management

Discretionary Management

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.

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.

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.