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Wealth Management

Your family office in Sao Paulo

Your Wealth is not just numbers, it tells your story, values, hopes and vision for the future. Our mission is to take the time to listen and understand you in order to create concrete strategies for your assets.

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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.

As a Swiss family-owned private bank, our core business is wealth management services for individuals, families, entrepreneurs, retirees and the next generation of asset owners. It includes discretionary management, advisory 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.

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Mirabaud Group

Your private bank

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Wealth Management services

A solution for all your needs

Our Sao Paulo office can help you in multiple ways, whether you are an individual, an institution or a corporate entity.

Mirabaud

An international banking group

Mirabaud has evolved steadily over the years, in line with its founding principles of independence, conviction and responsibility. At the same time, it has maintained the entrepreneurial approach that has always set it apart.

 

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    Years

    Two centuries of experience in wealth management and investment.

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    Employees

    Spread over 4 continents, 10 countries and 16 offices.

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    Billion*

    Trends in assets under management over the past 20 years reflect stable and steady growth.

    *Amount in Swiss francs as at 31 December 2022

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    Capital ratio*

    A capital ratio well above the regulatory requirements reflects our robustness.

    *Data as at 31 December 2022

Wealth management

Your team in Sao Paulo

Wealth management

Urbano DE MORAES

CEO

Wealth management

Eric HATISUKA

CIO

Wealth management

Silvia GROSZMANN

Banker

Wealth management

Pedro VIANNA

Banker

Wealth management

Yan SZUCHMACHER

Banker

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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