Mirabaud & Cie SA is a wealth and asset management firm offering private banking services, discretionary portfolio management, advisory and wealth-planning solutions, as well as active asset management across fixed income, equities and private assets. The firm also provides services for family businesses, independent asset managers and sustainable investment strategies.
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Personalised advisory mandate and fully delegated portfolio management, with fund selection, risk management and strategies tailored to objectives and risk profile.
Wealth planning
Planning solutions integrating tax optimization, retirement, succession and estate planning, with ongoing support and regular reviews.
Lombard credit
Portfolio-backed financing to obtain liquidity without selling the assets, with loan structuring, flexible terms and ongoing monitoring of the guarantees.
Private assets
Access to private investment opportunities, direct co-investments and club deals across private equity strategies, with dedicated structuring and monitoring.
Investing retirement provision
Investment of pension provision assets for plan 1e, free transfer and pillar 3a, with discretionary mandates and multi-asset LPP funds.