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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 managementadvisory 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

We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage.

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Wealth Management

Advisory

You might need a partner for your strategy and to help you make sense of the giant amount of information guiding your decisions. We are here to collaborate with you through the journey.

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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.

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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.

Nicolas Mirabaud
Managing Partner

Network

A global presence

16 offices, 4 continents

Geneva

MIRABAUD & CIE SA

29, Boulevard Georges-Favon
1204  Geneva
Switzerland
Wealth management

  • +41 58 816 22 22

  • +41 58 816 28 16
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Zurich

MIRABAUD & CIE SA

Claridenstrasse 26
8002  Zurich
Switzerland
Wealth management

  • +41 58 816 88 00

  • +41 58 816 98 00
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Basel

MIRABAUD & CIE SA

Hardstrasse, 52
4052  Basel
Switzerland
Wealth management

  • +41 58 816 85 00

  • +41 58 816 95 00
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Luxembourg

MIRABAUD & CIE (EUROPE) SA

6B, rue du Fort Niedergrünewald
2226  Luxembourg
Luxembourg
Wealth management

  • +352 27 12 83 00

  • +352 28 37 14 86
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Paris

MIRABAUD & CIE (EUROPE) SA

Spaces 54-56, avenue Hoche
75008  Paris
France
Wealth management

  • +33 1 44 21 61 00

  • +33 1 42 89 62 38
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London

MIRABAUD & CIE (EUROPE) SA

5th Floor 10 Bressenden Place
SW1E 5DH  London
United Kingdom
Wealth management

  • +44 20 3167 7400

  • +44 20 3167 7401
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Madrid

MIRABAUD & CIE (EUROPE) SA

Calle Fortuny 6, 2ª Planta
28010  Madrid
Spain
Wealth management

  • +34 91 793 78 00

  • +34 91 789 78 30
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Abu Dhabi

Mirabaud (Abu Dhabi) Limited

Mirabaud Abu Dhabi Limited Office 1162, Signature Al Maqam 11F Al Maqam Tower ADGM Square, Al Maryah Island
PO BOX 764623  Abu Dhabi
United Arab Emirates
Wealth management

  • +971 2 816 4358

  • +971 4 426 6799
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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

  • +971 4 426 67 77

  • +971 4 426 67 66
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Barcelona

MIRABAUD & CIE (EUROPE) SA

Avda. Diagonal, 401, 1° Bis
08008  Barcelona
Spain
Wealth management

  • +34 93 416 53 00

  • +34 93 200 49 66
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Valencia

MIRABAUD & CIE (EUROPE) SA

Calle Pascual y Genis 19, 2° Puerta 3a
46002  Valencia
Spain
Wealth management

  • +34 96 046 59 00

  • +34 96 351 76 93
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Seville

MIRABAUD & CIE (EUROPE) SA

Avda. República Argentina 24, 2nd floor
41011  Seville
Spain
Wealth management

  • +34 95 459 52 00

  • +34 91 793 78 30
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São Paulo

Mirabaud Family Office (Brasil)

Bauman Corporate, Alameda Jaú 1303 - 10º andar Jardim Paulista
01420-001  São Paulo
Brazil
Wealth management

  • +55 11 3896-5500
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Montreal (Quebec)

MIRABAUD CANADA INC.

1, Place Ville Marie, bureau 2810
H3B 4R4  Montreal (Quebec)
Canada
Wealth management

  • +1 514 393 1690

  • +1 514 875 8942
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Montevideo

Mirabaud International Advisory (Uruguay) SA

Dr. Luis Bonavita 1294 WTC Free Zone Oficina 110
11300  Montevideo
Uruguay
Wealth management

  • +598 2626 54 00

  • +598 2626 35 01
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