Wealth Management Overview
Thanks to our entrepreneurial and long-term vision, we accompany our Clients in the preservation, growth and transfer of their financial capital.
Wealth Management
Adding meaning to your wealth
At Mirabaud, our mission is to serve as a trusted and devoted partner on our Clients’ journeys, protecting, crafting and growing wealth sustainably over decades and through generations.
We take pride in developing deep, long-term relationships with our Clients, knowing their specific financial goals and providing ultra personalised wealth management solutions to craft their legacies.
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.
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.
Know more
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.
Know more
We provide institutional-quality access to private assets investments — designed to enhance your portfolio’s performance with long-term value creation.
Know more
A partnership based on trust, proximity and focused on the long term.
Know more
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.
Know more
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.
Network