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.

Investment process

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.

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Managing Partner

Camille Vial

"Our independence is a guarantee of best advice for each investment decision and the flexibility needed to capitalize on the best opportunities in the markets."

Financial publications

Investment Strategy

Mirabaud monthly review of the main market trends.

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