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Wealth Management
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.
Wealth Management
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 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.
Wealth Management services
Our Geneva office can help you in multiple ways, whether you are an individual, an institution or a corporate entity.
Wealth Management
We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage.
Know moreWealth Management
We leverage decades of experience in developing customized solutions that take into account all aspects of your financial life to help ensure your financial future is protected.
Know moreMirabaud
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
Wealth management
Managing director
Wealth management
Team head
Wealth management
Team head
Geneva