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Aperçu Wealth Management

Grâce à notre vision entrepreneuriale et à long terme, nous accompagnons nos Clients dans la préservation, la croissance et la transmission de leur capital financier.

 

Wealth Management

Donner du sens à votre patrimoine

Chez Mirabaud, notre mission est d'être un partenaire de confiance et dévoué dans le parcours de nos Clients, en protégeant, en créant et en faisant croître le patrimoine de manière durable au fil des décennies et des générations.

Nous sommes fiers de développer des relations profondes et à long terme avec nos Clients, de connaître leurs objectifs financiers spécifiques et de leur fournir des solutions de gestion de patrimoine ultra-personnalisées pour créer leur héritage.

Notre activité principale est la gestion de patrimoine pour les particuliers, les familles, les entrepreneurs, les retraités et la prochaine génération de propriétaires d'actifs.

Elle comprend la gestion discrétionnaire, les services de conseil et la planification patrimoniale pour le patrimoine privé et professionnel de nos Clients.

Wealth Management

Une solution à tous vos besoins uniques

Nicolas Mirabaud
Managing Partner
Nous disposons d'une équipe de professionnels de l'investissement qui s'engagent à assurer votre réussite. Nous offrons une gamme complète de services et de produits pour vous aider à atteindre vos objectifs financiers. Notre objectif est de vous fournir le meilleur service et de vous guider tout au long du processus d'investissement.

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Chaque jour, nos experts offrent un regard neuf sur les sujets, les secteurs et les marchés pour vous aider à garder une longueur d'avance.

Mirabaud Group, which has been serving its clients for more than two centuries, is entering a new chapter in its history with a renewed and ambitious leadership structure that remains committed to offering highquality products and services, as well as outstanding performance to its private and institutional clients.

“I am delighted with the change in our leadership, as it will allow new talent to demonstrate their full potential and enable our Group to continue to evolve in service of our clients.” explains Yves Mirabaud, senior managing partner of Mirabaud Group.

Lionel Aeschlimann joined Mirabaud in 2010 and was named managing partner in 2011. During his tenure, he has made a significant contribution to the Group’s success and development, particularly in Mirabaud Asset Management, which he has spearheaded since its launch in 2012. His recognised leadership capabilities and expertise will enable the Group to be ever more aligned with the expectations of its clients and markets. Lionel Aeschlimann will assume the role of chairman of the various Boards of Directors of Mirabaud Group’s asset management companies.

“As senior managing partner since 2012, Yves Mirabaud has played a key role in the Group’s development, both nationally and internationally. I would like to thank him and the other managing partners for the trust they have placed in me.” said Lionel Aeschlimann.

Thiago Frazao will become managing partner of Mirabaud Group on 1 January 20251 . He joined the Group in 2011 and has taken on increasing responsibilities over the years. In particular, he has developed Mirabaud’s presence in South America, especially in Brazil and the Southern Cone region. Having become an equity partner in 2019, his expertise and exceptional commitment has also contributed to the development of the private banking business throughout the Group. In his new role, he will continue to carry out these tasks alongside Nicolas Mirabaud. Umberto Boccato will become CEO of Asset Management, replacing Lionel Aeschlimann, having actively contributed to the development and success of this department within the Group for 19 years.

As of 1 January 2025, Yves Mirabaud, Lionel Aeschlimann, Camille Vial, Nicolas Mirabaud and Thiago Frazao will be the managing partners of Mirabaud Group.

Changes within Equity Partners

In other important changes, Umberto Boccato, Louis Fauchier-Magnan, François Leyss and Julien Meylan have been appointed equity partners with effect from 1 January 2025. These senior executives, who have made a major contribution to the Group’s development over the years in their various areas of expertise, are now being offered the opportunity to invest in Mirabaud Group. They will continue to add great value to the development of Mirabaud Group by sharing their strong convictions and a common vision for the future of the Group and its values.

1 Subject to regulatory approval.

Read the press release

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