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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 management, advisory 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
Wealth Management
Discretionary Management
We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage.
Know moreWealth 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.
Know moreWe 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.
Network
A global presence
16 offices, 4 continents
Geneva
MIRABAUD & CIE SA
29, Boulevard Georges-Favon
1204 Geneva
Switzerland Wealth management
1204 Geneva
Switzerland Wealth management
+41 58 816 22 22
+41 58 816 28 16
Zurich
MIRABAUD & CIE SA
Claridenstrasse 26
8002 Zurich
Switzerland Wealth management
8002 Zurich
Switzerland Wealth management
+41 58 816 88 00
+41 58 816 98 00
Basel
MIRABAUD & CIE SA
Hardstrasse, 52
4052 Basel
Switzerland Wealth management
4052 Basel
Switzerland Wealth management
+41 58 816 85 00
+41 58 816 95 00
Luxembourg
MIRABAUD & CIE (EUROPE) SA
6B, rue du Fort Niedergrünewald
2226 Luxembourg
Luxembourg Wealth management
2226 Luxembourg
Luxembourg Wealth management
+352 27 12 83 00
+352 28 37 14 86
Paris
MIRABAUD & CIE (EUROPE) SA
13, avenue Hoche
75008 Paris
France Wealth management
75008 Paris
France Wealth management
+33 1 44 21 61 00
+33 1 42 89 62 38
London
MIRABAUD & CIE (EUROPE) SA
5th Floor
10 Bressenden Place
SW1E 5DH London
United Kingdom Wealth management
SW1E 5DH London
United Kingdom Wealth management
+44 20 3167 7400
+44 20 3167 7401
Madrid
MIRABAUD & CIE (EUROPE) SA
Calle Fortuny 6, 2ª Planta
28010 Madrid
Spain Wealth management
28010 Madrid
Spain Wealth management
+34 91 793 78 00
+34 91 789 78 30
Abu Dhabi
Mirabaud (Abu Dhabi) Limited
24th Floor, Al Khatem Tower
Abu Dhabi Global Market Square
Al Maryah Island
PO BOX 764623 Abu Dhabi
United Arab Emirates Wealth management
PO BOX 764623 Abu Dhabi
United Arab Emirates Wealth management
+971 2 412 63 00
+971 2 412 63 99
Dubai
MIRABAUD (Middle East) Limited
24th Floor, North Tower, Emirates Financial Towers
Dubai International Financial Centre
PO BOX 506666 Dubai
United Arab Emirates Wealth management
PO BOX 506666 Dubai
United Arab Emirates Wealth management
+971 4 426 67 77
+971 4 426 67 66
Barcelona
MIRABAUD & CIE (EUROPE) SA
Avda. Diagonal, 401, 1° Bis
08008 Barcelona
Spain Wealth management
08008 Barcelona
Spain Wealth management
+34 93 416 53 00
+34 93 200 49 66
Valencia
MIRABAUD & CIE (EUROPE) SA
Calle Pascual y Genis 19, 2° Puerta 3a
46002 Valencia
Spain Wealth management
46002 Valencia
Spain Wealth management
+34 96 046 59 00
+34 96 351 76 93
Seville
MIRABAUD & CIE (EUROPE) SA
Avda. República Argentina 24, 2nd floor
41011 Seville
Spain Wealth management
41011 Seville
Spain Wealth management
+34 95 459 52 00
+34 91 793 78 30
São Paulo
Mirabaud Family Office (Brasil)
Bauman Corporate,
Alameda Jaú 1303 - 10º andar
Jardim Paulista
01420-001 São Paulo
Brazil Wealth management
01420-001 São Paulo
Brazil Wealth management
+55 113896-5500
Montreal (Quebec)
MIRABAUD CANADA INC.
1, Place Ville Marie,
bureau 2810
H3B 4R4 Montreal (Quebec)
Canada Wealth management
H3B 4R4 Montreal (Quebec)
Canada Wealth management
+1 514 393 1690
+1 514 875 8942
Montevideo
Mirabaud International Advisory (Uruguay) SA
Dr. Luis Bonavita 1294
WTC Free Zone
Oficina 110
11300 Montevideo
Uruguay Wealth management
11300 Montevideo
Uruguay Wealth management
+598 2626 54 00
+598 2626 35 01
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Sustainable and Responsible Investing
