Mirabaud Group Crafting a Lasting Legacy through Investing

The Mirabaud Group is a name you might not know, but their impact on the financial world is undeniable. Founded in 1819, they've been around for nearly two centuries.

Their commitment to responsible investing has earned them a reputation as a leader in the industry. With a focus on sustainability and long-term growth, they're not just thinking about today's profits.

Mirabaud Group's investment approach is guided by a set of core values that prioritize the well-being of their clients and the planet. This approach has allowed them to build a loyal client base and a strong reputation in the market.

Their expertise in asset management and private banking has made them a trusted partner for individuals and institutions alike.

Mirabaud Group offers wealth management services for individuals, families, and entrepreneurs, which includes discretionary management, advisory services, and wealth planning.

Their wealth management services cater to a wide range of clients, from individuals to families and entrepreneurs.

The group's Asset Management division is focused on active investing across global fixed income, equities, and private assets.

They support their clients with high-conviction, sustainable investment strategies.

Their management services for institutional clients are built around a conviction-based strategy, aiming for long-term returns.

The group specialises in the investment and management of assets, offering a range of funds and mandates with solid analysis-based investment strategies.

Mirabaud AM is headquartered at Claridenstrasse 26 in Zurich, Switzerland.

The Mirabaud Group is known for its strong partnerships and sponsorships, which have helped to solidify its position in the community.

One notable example is the bank's long-term sponsorship of the Bol d’Or Mirabaud, the longest fresh water sailboat regatta in Europe, which it has supported since 2005.

The bank's commitment to the regatta has allowed it to build a strong reputation in the sailing community and has helped to promote the sport in the region.

In 2019, the bank took its partnership to the next level by making the Geneva Museum of Modern Arts free to all visitors as part of its 200th anniversary celebrations.

Mirabaud has been actively involved in promoting contemporary art for several decades. This involvement is a testament to their commitment to sharing and dialogue.

They've been doing this for a long time, which suggests a genuine interest in the art world.

At Mirabaud, investing and legacy go hand in hand. Their mission is to serve as a trusted and devoted partner on their Clients' journeys, protecting, crafting and growing wealth sustainably over decades and through generations.

Mirabaud develops deep, long-term relationships with their Clients, knowing their specific financial goals and providing ultra personalised wealth management solutions to craft their legacies. This approach allows them to truly understand their Clients' needs and tailor their services accordingly.

Their core business is wealth management services for individuals, families, entrepreneurs, retirees and the next generation of asset owners.

Crafting your legacy is a thoughtful process that requires careful consideration of your financial goals and values. At Mirabaud, they take pride in developing deep, long-term relationships with their clients to understand their specific needs.

Their mission is to serve as a trusted and devoted partner on their clients' journeys, protecting, crafting, and growing wealth sustainably over decades and through generations. This approach allows them to provide ultra-personalized wealth management solutions.

Mirabaud's core business is focused on wealth management services for individuals, families, entrepreneurs, retirees, and the next generation of asset owners. They understand the importance of sustainability in wealth management, which is reflected in their approach to client relationships and financial planning.

Responsible investing is a key aspect of Mirabaud Wealth Management's approach, aiming to deliver high-quality products and services that integrate ESG considerations.

The management of ESG risks is a crucial driver of their global SRI approach, which stands for Socially Responsible Investing.

By incorporating ESG factors into their investment decisions, Mirabaud Wealth Management seeks to promote sustainable practices and minimize negative impacts on the environment and society.

Their goal is to offer a comprehensive range of responsible and sustainable products and services, aligning with their economic responsibility objective.

This approach requires a deep understanding of ESG topics and risks, which are carefully considered in their investment management processes.

By doing so, Mirabaud Wealth Management aims to create long-term value for their clients while promoting a more sustainable future.

Mirabaud et Cie was founded in 1819 and is one of the oldest banks in Switzerland.

The bank has played a key part in the construction and development of the Swiss financial system, helping co-found the Geneva Stock Exchange in 1857.

Mirabaud pioneered the development of Swiss hedge funds in 1973, a significant milestone in the bank's history.

In 1985, the bank opened its first foreign bureau in Montréal, marking the beginning of its international expansion.

Mirabaud significantly grew its asset management teams in Geneva and London in 2001, a strategic move that strengthened its presence in key markets.

The Group created LPP Gestion SA in 2001 to operate in the field of liability management services for pension funds, a new area of focus for the bank.

A new subsidiary was opened in Paris in 2003, solidifying Mirabaud's presence in the EU.

In 2007, the bank opened a banking office in Dubai, expanding its reach into the Middle East.

The Group acquired Venture Finanzas in Spain in 2010, further increasing its international presence.

Mirabaud consolidated its asset management activities in Luxembourg by creating Mirabaud Asset Management (Europe) SA in 2011.

The bank underwent a major structural change in 2014, integrating its activities into Mirabaud SCA, a Swiss corporate partnership.

Mirabaud announced the acquisition of two further banking licenses in Spain and France in 2015, continuing its strategic expansion.

Mirabaud Group has faced controversy due to breaches of financial market law and money-laundering obligations.

In 2024, the Swiss financial market regulator FINMA confiscated 12.7 million Swiss francs from Mirabaud, which is equivalent to approximately $15 million.

FINMA's investigation revealed that Mirabaud inadequately reviewed and documented the beneficial ownership and economic background of numerous transactions.

Mirabaud failed to take adequate measures despite indications of increased money-laundering risks, particularly in connection with qualified tax avoidance.

Concrete warnings since 2018 concerning the relevant client relationships were ignored by Mirabaud.

FINMA's actions demonstrate the importance of strict financial regulations and oversight to prevent such breaches.

In a low yield environment, Mirabaud offers a recurring stream of income. This is a key benefit for investors looking to generate consistent returns.

Mirabaud targets distribution centers and office campuses with high-quality credit single-tenants in key geographic regions. These locations are often in high-demand areas.

Investing in commercial real estate or logistics buildings can provide a stable source of income. This is particularly appealing in times of economic uncertainty.

Mirabaud's club deals offer customers opportunities to invest in high-quality real estate assets. These deals are designed to provide a predictable income stream.

By focusing on high-quality credit single-tenants, Mirabaud minimizes the risk of default and ensures a steady income flow. This approach helps investors achieve their financial goals.

Mirabaud has built a robust institutional ecosystem that enables them to source deals and navigate the acquisition process with ease. This ecosystem is comprised of Tier-One experts in various fields, including real estate asset management.

These experts help Mirabaud identify high-quality investment opportunities and guide them through the complex process of acquiring and managing properties. They work closely with institutional real estate asset management firms to source deals and provide valuable insights.

Mirabaud partners with top-tier lawyers and audit firms to ensure that their investment processes are structured correctly, and their properties are properly set up and financed. This expertise is crucial in navigating the intricacies of property financing and tax structuring.

Mirabaud's institutional ecosystem has enabled them to secure high-quality assets, such as two Class A office buildings in Silicon Valley, California, which are 100% leased to Raytheon Technologies on a long-term net lease through to 2032.