Wealth Planning
Adding meaning to your wealth
Your wealth is a complex system of interconnected parts that need to be considered holistically to ensure your financial future is protected. We leverage decades of experience in developing customized solutions that take into account all aspects of your financial life: your individual circumstances and objectives, your family situation, how you want to use your assets, and how you envision your legacy will be passed on to future generations.
Wealth Planning helps you and your loved ones to live the life you deserve. It is a reflection of your ideas, aspirations and values. By supporting you in implementing the best solutions for your situation – even when you have complex requirements and professional constraints – our high-level experts will create a vision for your wealth which will enable you to achieve an optimal return on your investments, plan your taxes and preserve your assets for the long term.
To get a clear picture of your needs, your wealth must be analysed as a whole, including specific aspects of international mobility and family legacy planning. We take into account the desired future and define your needs in terms of security and growth. In fact, we make sure that you earn what you deserve in a short time frame with maximum protection.
We use sophisticated investment techniques to protect and grow wealth over time. We have access to a team of highly trained and sophisticated financial advisors who are constantly analysing market, economic and social trends, looking beyond short-term market conditions to ensure that your wealth can withstand even the most volatile of markets. Our specialists leverage cutting-edge technology and analysis tools to identify market events that could have a significant impact on your financial well-being, while staying on top of emerging trends that may not be readily apparent.
Wealth Management services
A solution for all unique needs
Wealth Management
Discretionary Management
We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage.
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We provide institutional-quality access to private assets investments — designed to enhance your portfolio’s performance with long-term value creation.
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A partnership based on trust, proximity and focused on the long term.
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Wealth Management
Sustainable and Responsible Investing
To achieve Mirabaud Group’s economic responsibility goal of offering a comprehensive range of responsible and sustainable products and services, at Mirabaud Wealth Management, we aim to deliver high quality products and services that integrate ESG considerations.
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The View
Discover our latest insights
Every day, our experts deliver fresh insights on trending topics, sectors and markets to help you stay ahead of the curve.
Asset Management
Navigating geopolitical risk in a rebounding market
Asset Management