Independent Asset Managers

Single point of contact

To enable independent asset managers to focus exclusively on their clients, Mirabaud provides them with a dedicated relationship manager who serves as their single point of contact vis-à-vis all specialists and services within the Group.

Privileged access to our services

• Privileged access to teams specialising in investment advice (equities, bonds, forex, funds, structured products) based in Geneva, Zurich and London
• Access to publications and documents issued by the Group's Investment Committee and financial research, as well as regular invitations to investment information sessions
• Access to the Mirabaud fund range (traditional and alternative)
• Custody  and multi-booking opportunities
• Operational support based on an efficient back office
• Leading-edge secure banking application (view accounts, place orders, print out valuations, access the archive)
• Personalised assistance and support (helpdesk, ongoing training)
• Invitations to investments meeting, training, and dedicated events

A partnership that respects all parties involved