Independent Asset Managers

A partnership based on trust, proximity and focused on the long term.

As a family-owned and family-led business, we understand how essential it is to have a partner who shares your values and has firsthand experience in navigating similar challenges.

Our own journey of building businesses from the ground up gives us unique insights into the complexities you face.

Partnering with us means having an ally who not only understands your path, but is equipped and skilled to guide and support you, with expertise and care.

We combine the stability of a global group with a level of agility, investment expertise and highly personalised touch typically found in a family office.

Multibooking across five cities

We established four booking centres across five major cities: Geneva, Zurich, Luxemburg, Dubai, and Montreal.

Each booking centre is supported by a specific team of professionals who work closely with each other, allowing for a broader and more global footprint.

With 25 years of experience serving IAM, we provide a dedicated range of services:

A unique offering

A personalised offering for each of our Clients, featuring tailored investment strategies, strong expertise and privileged relationships.

Direct access to investment professionals and our trading floor

We trade in an open architecture and across all asset classes (equities, ETF, Futures, Listed Options, FX and precious metals).

Advimation

A blend of Advisory and Animation, highlighting key information through reports, online platform and tactical ideas to support you in managing your Clients wealth.

An exclusive Private Asset offering

Our exclusive Private Asset offering is integrated into our asset management: Private Equity, Infrastructure, and Real Estate Club Deals. Designed for individuals with a long-term view, it offers unique direct investment opportunities and diversifies your financial assets.

Access to Mirabaud Asset Management

Mirabaud Asset Management focuses on active investing across equities, fixed income and private assets, in six regional offices.

Wealth planning

Wealth planning services provided by in-house Wealth Planners for Switzerland and the EU.

Credit offerings

We provide our Clients with extensive Credit offerings.

Enhanced IT system

We embrace innovation and technology with an enhanced IT system and comprehensive portfolio management platform.

Carel Huber
Global Head of Independent Asset Managers

At Mirabaud, we favour a high value-added approach towards a demanding clientele. This dedication to service has been ingrained in the Group's DNA since 1819

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Are you interested in creating a partnership?

Wealth management

Carel HUBER

Global Head of Independent Asset Managers

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Wealth management

Irmgard ESCHMANN

Head of Independent Asset Managers Zurich

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Wealth management

Noura CHERIF

Head of UAE Independent Asset Managers

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Wealth management

Stephanie ANTEZAK

Head of Independent Asset Managers Luxembourg

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Wealth management

François DUFOUR

Relationship Manager - Independent Asset Managers

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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

Advisory

You might 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.

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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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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

Discover our latest insights

Every day, our experts deliver fresh insights on trending topics, sectors and markets to help you stay ahead of the curve.

Did you know that, according to a study by Switzerland's Federal Statistical Office (FSO), Generation X constitutes 36.2% of the working population? In his weekly insight, John Plassard reveals all about the investment opportunity that this generation born between 1965 and 1981 represents.

Important information

Please do not hesitate to reach out to your privileged contact person at Mirabaud or contact us here if this topic is of interest to you. Together with our dedicated specialists, we will be happy to evaluate your personal needs and discuss possible investment solutions tailored to your situation.

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Independent Asset Managers

A unique offering

Direct access to investment professionals and our trading floor

Advimation

An exclusive Private Asset offering

Access to Mirabaud Asset Management

Wealth planning

Credit offerings

Enhanced IT system

Carel HUBER

Irmgard ESCHMANN

Noura CHERIF

Stephanie ANTEZAK

François DUFOUR

John Plassard

Wealth Management

Geneva Switzerland

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Geneva
Switzerland