Services

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 Planning

Adding meaning to your wealth

Your wealth is a complex system of interconnected parts that need to be considered holistically to ensure your financial future is protected. We leverage decades of experience in developing customized solutions that take into account all aspects of your financial life: your individual circumstances and objectives, your family situation, how you want to use your assets, and how you envision your legacy will be passed on to future generations.

Wealth Planning helps you and your loved ones to live the life you deserve. It is a reflection of your ideas, aspirations and values. By supporting you in implementing the best solutions for your situation – even when you have complex requirements and professional constraints – our high-level experts will create a vision for your wealth which will enable you to achieve an optimal return on your investments, plan your taxes and preserve your assets for the long term.

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. In fact, we make sure that you earn what you deserve in a short time frame with maximum protection.

We use sophisticated investment techniques to protect and grow wealth over time. We have access to a team of highly trained and sophisticated financial advisors who are constantly analysing market, economic and social trends, looking beyond short-term market conditions to ensure that your wealth can withstand even the most volatile of markets. Our specialists leverage cutting-edge technology and analysis tools to identify market events that could have a significant impact on your financial well-being, while staying on top of emerging trends that may not be readily apparent.

Wealth Management

Related Services

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.

Wealth Planning

Client stories

client stories

Entrepreneurs

We have dedicated specialists to understand entrepreneurs. Our mission is to make their lives easier, by helping them to grow their companies and make sure they inspire others with their passion.

Are you an entrepreneur?

client stories

Sports related clients

Whether you are a professional tennis player, a pro-skier, or a top-level skateboarder, you will find we have the knowledge and experience to create a customised plan that suits your needs.

Are you a pro athlete?