Portfolio construction process
As Mirabaud's core business, wealth management calls for global expertise combined with a personalised approach. The aim is to construct a portfolio tailored to each client while seeking risk-adjusted performance.
An open architecture, diversification, active management, conviction: these are the pillars of Mirabaud's investment strategy. To define it, the Group draws on first-rate internal and external financial research.
Mirabaud offers personalised solutions for clients who want their portfolio to reflect their interest in sustainable development issues. Experts support clients throughout the decision-making process and implement concrete solutions based on clients' expectations and individual goals.