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DirectoryFinance & InsuranceExternal Asset ManagementPetit-LancyFondation Mirabaud de libre passage (2e Pillier)
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Fondation Mirabaud de libre passage (2e Pillier)

Summary

About the company

The core activity of Mirabaud Vested Benefits Foundation is the management of vested benefits, i.e. pension assets that employees in Switzerland can take with them when changing jobs. The company offers various services, including collective and individual asset management as well as investment strategies, to optimally manage these pension assets.

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Offering

Products & services

Industry:External Asset Management
✓ Offered6
Wealth management
Wealth management for individuals, families and entrepreneurs, with discretionary management, advisory services and wealth planning.
Discretionary management
Discretionary management of assets, with allocation and monitoring of portfolios according to the client's financial goals.
Investment advisory
Advisory services for wealth management, with investment recommendations and support for portfolio decisions.
Wealth planning
Wealth planning to protect, structure and pass on wealth across multiple generations.
Advisory for independent wealth managers
Support for independent wealth managers, with services tailored to the management and monitoring of client assets.
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Location

Avenue des Morgines 10
1213 Petit-Lancy

At a glance

Legal form
Foundation
UID
CHE-411.339.924
Founded
2024 · 2 years
Last commercial register change
February 27, 2024
Employees
21 to 50

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