Discretionary Management
Investing assets in a constantly changing environment requires dedication, cutting-edge expertise as well as a long lasting experience in investment.
By choosing a discretionary management mandate, you are entrusting your assets to Mirabaud and you will benefit from the advice of our large array of experts in accordance with your investment profile.
A robust investment process
The key to reaching your financial objectives is to select a tailored investment strategy.
Your dedicated Relationship Manager will partner with you in choosing the best possible strategy based on your overall wealth ambitions.
At every step of the way, our private Client specialists work hand in hand with a group of world-class experts: the Investment Committee, The Portfolio Management Team, Financial Research and Product Committee, to meticulously formulate and implement your portfolio investment strategy.
Thanks to a personalised Mirabaud approach, your portfolio will be crafted around three principles: independence, conviction and active management.
There are four key steps on the Mirabaud Investment Process
- Strategic Outlook – Our experts begin by analysing the economic and political environment to formulate a forecast, while identifying opportunities for the medium and long-term.
- Tactical Asset Allocation – The next step is understanding your risk profile and investment horizons, taking into consideration any constraints you may have in terms of tax, liquidity and return expectations. The Investment Committee crafts an investment strategy specific to your risk appetite, while ensuring a tactical tilt within your portfolio.
- Investment Solutions – Following extensive fundamental and quantitative research based on our internal proprietary models, the Mirabaud product Committee selects investment solutions that are the best fit for you.
- Execution and Monitoring – Through actively managing your investments, we continually analyse performance, manage risk and keep you updated with personalised reports.
Our Investment Committee handles ongoing monitoring, including economic assessments, monetary policies reviews, financial analysis, and technical analysis.
Our strategies
Signature Mandate
Strategies combining liquid and Private Assets within a unified framework designed for long-term investors. This strategy embodies our wealth management philosophy, offering dynamic exposure to private markets while preserving liquidity through carefully selected listed assets.
Tradition Mandate
Strategies built exclusively around liquid financial instruments, excluding Private Assets. This strategy is suited to investors seeking transparent, flexible portfolio management, with the ability to express specific market views while maintaining full liquidity at all times.
Bespoke Mandate
Individually designed strategies tailored to your specific objectives, preferences, and constraints. Built in close collaboration with you, this strategy ensures that the entire asset allocation reflects your unique investment vision, offering a fully personalised wealth management experience.
The four investment pillars
Macro-economics and trend analysis
Our macro-economic research defines key market scenarios and long-term trends. These insights guide the Investment Committee’s strategic views and inform portfolio positioning.
Private assets
From real estate to venture capital, Private Assets offer long-term value. We provide selective access to this asset class, recognising its key role in diversified portfolios.
Thematic convictions
We identify major themes, such as technology, inflation, geopolitics, that shape markets. These convictions help uncover opportunities and manage long-term risks.
We integrate ESG principles across our strategies, offering responsible investment solutions that align financial goals with sustainable impact.
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Contact us
Interested? Contact us to explore the right strategy for your portfolio.
Wealth management
Ian FIANDER
Head of Portfolio 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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The View
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Every day, our experts deliver fresh insights on trending topics, sectors and markets to help you stay ahead of the curve.
