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Wealth Management

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.

Wealth Management Overview

Wealth Management

Adding meaning to your wealth

Wealth is a relative concept. It Is different for everyone, and it means different things to different people. However, what is true for everyone is that wealth management is about more than just money. It is about security, stability and peace of mind. Wealth management is about managing your financial future so that you can enjoy the present.

Our core business is wealth management services for individuals, families, entrepreneurs, retirees and the next generation of asset owners. It includes discretionary managementadvisory services and wealth planning for our clients' private and professional wealth.

We work with clients who want their assets to add value to their lives and the lives of others. Our approach is one that focuses on generating sustainable income, preserving and growing capital, managing risk and maintaining liquidity while respecting a client’s goals, objectives, values and time horizons.

We follow this process:

  • Understanding the client’s situation
  • Come up with an investment strategy
  • Follow up after implementation with regular meetings and communications.
Services

Wealth Management services

A solution for all your needs

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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We have a team of investment professionals that are committed to your success. We offer a comprehensive range of services and products to help you meet your financial goals. Our goal is to provide you with the best possible service and guidance throughout the investment process.

Nicolas Mirabaud
Managing Partner

Network

A global presence

16 offices, 4 continents

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