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Wealth Management
Votre patrimoine ne se résume pas à des chiffres. Votre patrimoine raconte votre histoire, vos valeurs, vos espoirs et votre vision de l'avenir. Notre mission est de prendre le temps de vous écouter et de comprendre cette vision, puis de créer des stratégies concrètes pour vos actifs.
Gestion discrétionnaire
Nous devrons comprendre le niveau de risque que vous êtes prêt à prendre, vos ambitions et votre style de vie. Notre objectif est de créer une recommandation d'investissement personnalisée pour vous sur la base de ces facteurs. Une fois que nous aurons établi une relation suivie, nous surveillerons les ajustements de votre portefeuille en matière de risque et de rotation afin de vous permettre de respecter vos obligations et de vous sentir en sécurité, l'esprit plus clair.
Nous utilisons un certain nombre de facteurs clés pour évaluer votre portefeuille, notamment les actifs sous gestion, la répartition des actifs, la performance et l'exposition aux devises. Vous pourrez voir ces dimensions tous les jours sur notre plateforme numérique (e-Banking et ensuite application mobile). Nous évaluerons également régulièrement la performance, en faisant le point sur l'évolution de la situation et en cherchant des moyens de vous aider à atteindre vos objectifs.
Wealth Management
Investissement responsable
Pour atteindre l'objectif de responsabilité économique du Groupe Mirabaud, qui consiste à offrir une gamme complète de produits et services responsables et durables, nous visons à fournir des produits et services de haute qualité qui intègrent les considérations ESG.
Read moreWealth Management
Comité d'investissement
Le comité d'investissement mène un processus collaboratif et approfondi pour s'assurer que les actifs investis dans les portefeuilles de nos clients sont adaptés à leur degré de tolérance au risque et à leur horizon d'investissement.
En savoir plusDISCRETIONARY MANAGEMENT
Principal phases in the investment process
Strategic outlook
Analysis of the economic and political environment to formulate the Mirabaud scenario. Define strategic views and identify medium and long-term trends and opportunities.
Tactical asset allocation
Determining tactical tilt and short and medium term scenarios which will be reflected in your portfolio in accordance with your risk profile.
Investment solutions
Selection of securities that best fit the views of the Investment Committee based on fundamental and quantitative analysis.
Execution and monitoring
Active management based on your specific needs and risk profile. Performance analysis, risk management, tailored reporting on demand.
DISCRETIONARY MANAGEMENT
The four investment pillars
Macro-economics and trend analysis
The Mirabaud Group’s macro-economic research depicts certain economic scenarios in order to identify major trends which will materialise in the future. This enables our Investment Committee to set out a medium and long-term view of the movement on the financial markets.
Private assets
From real estate to risk capital, from early stage financing to pre-IPOs, private assets offer a vast range of opportunities which the Mirabaud Group makes accessible to its private clients. We are convinced that these non-liquid assets have an important place in portfolio management.
Thematic convictions
The Investment Committee sets out its views around major themes arising from its analyses. Whether robotics, artificial intelligence, the return of inflation or geopolitical changes, these developments could present either risks or opportunities and it is essential that they are identified and understood.
ESG
As a responsible business, we have made a long-term commitment to Socially Responsible Investment (SRI).
Consequently, we aim to offer a comprehensive range of investment products and services incorporating the environmental, social and governance (ESG) dimensions.
DISCRETIONARY MANAGEMENT
Our strategies
The choice of an investment strategy, personalised to your needs, is the key element for allowing us to reach your financial objectives. Your dedicated Relationship Manager will guide you through this process by analysing your financial situation. They will help you choose the most appropriate strategy.
Tradition Strategy
"Diversified portfolio management, focused on liquid assets, relying on the expertise of the Mirabaud Group"
The Tradition strategy is an investment strategy that offers portfolio management comprising only liquid financial assets. It is aimed at investors seeking diversified portfolio management regardless of their risk level or investment horizon.
Signature Strategy
"Improving portfolio performance by including private assets in a diversified, long-term investment strategy"
The Signature strategy comprises both liquid and private financial assets under the same investment strategy. It is aimed at investors seeking diversified asset management with a long-term horizon, for at least part of their assets.
Bespoke Strategy
"Bespoke and exclusive management, tailored to your goals"
The “Bespoke” strategy allows the client to set specific investment goals and work with the Bank on developing a strategic portfolio allocation. To achieve this, the Bank will take into account the client’s specific needs and investment preferences.
