Mirabaud

What Mirabaud does

Mirabaud is a Geneva-headquartered, family-owned Swiss banking and financial group founded in 1819 and led by the founding family for seven generations under the holding company Mirabaud SCA. The Group operates two core business lines: Wealth Management, providing discretionary management, advisory, wealth planning, private assets, independent asset manager services, sustainable and responsible investing, and corporate advisory for individuals, families, entrepreneurs, retirees and the next generation of asset owners; and Mirabaud Asset Management (MAM, launched 2012), focused on active investing across global fixed income, equities, and private assets. Mirabaud serves high-net-worth individuals, families, family offices, institutional investors, independent asset managers, and entrepreneurs, with physical offices in 10 countries spanning Switzerland, the UK, Luxembourg, France, Spain, Italy, Canada, Brazil, Uruguay and the United Arab Emirates, plus an e-banking platform and the Mirabaud Wealth Management Mobile App for real-time portfolio monitoring.

The business model is fee-based: recurring management fees on CHF 32B+ in assets under management as of December 2025 form the bulk of revenue, supplemented by transaction-based fees from M&A advisory (established in France in 2020 and extended to Spain in 2025 via the Oquendo Corporate partnership) and performance fees on discretionary mandates. Distribution is sales-led and direct, with relationship managers and advisors embedded in each office delivering bespoke, open-architecture solutions to a clientele that values the Group's independence and 200+ year heritage.

The technology stack is conventional digital private banking: a digital banking platform with mobile application featuring bank-grade security, multi-factor authentication, end-to-end encryption, and real-time portfolio tracking, supported by a multi-year digitalisation of private banking systems initiated in 2021. Marketing is conducted through a proprietary thought-leadership platform ("The View"), multilingual corporate web presence, publications, and a coordinated program of contemporary-art sponsorships (Centre Pompidou, MAMCO, Bechtler Stiftung, Art Genève) that function as HNW client acquisition and brand-positioning infrastructure. The Group employs 700+ staff and reported a 10% net profit increase for full-year 2025 with a 20% net profit increase in H1 2025.

Name

Mirabaud

Legal name

Mirabaud SCA

Website

https://mirabaud.com

Company type

Private

Founded year

1819

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Mirabaud is a Geneva-based, family-owned Swiss banking and financial group founded in 1819, providing wealth management and asset management services to high-net-worth individuals, families, entrepreneurs, family offices, and institutional investors across 10 countries, with CHF 32B+ AUM and 700+ staff.

Ownership category

akta.pro rank

Product category

Private Banking & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Offshore & International Private Banking (FSAAABAB), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Private banking services
• Wealth management
• Asset management
• Investment advisory
• Family office services

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices16 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Wealth Management Services: Core business providing wealth management services for individuals, families and entrepreneurs. Includes discretionary management, advisory services, wealth planning, private assets, and family business advisory services. Generates revenue through management fees and potentially performance fees on discretionary mandates.
2. Asset Management: Mirabaud AM focuses on active investing across global fixed income, equities and private assets. Supports clients with high-conviction, sustainable investment strategies. Revenue generated through management fees on assets under management.
3. Corporate Advisory: M&A activities established in France in 2020, providing corporate advisory services to private clients and family offices.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Mirabaud is a Swiss private banking and financial group providing two core businesses: Wealth Management (discretionary management, advisory, wealth planning, private assets, corporate advisory, and a family office approach for high-net-worth individuals, families, and entrepreneurs) and Asset Management (Mirabaud AM, focused on active investing across global fixed income, equities, and private assets via high-conviction sustainable strategies). Services are delivered through relationship managers in 10 countries, supported by an open-architecture investment platform and a proprietary mobile banking app.

Product overview

Mirabaud offers a comprehensive wealth management and asset management platform comprising two core business lines. The Wealth Management division provides ultra-personalized services including Discretionary Management, Advisory, Wealth Planning, Private Assets, Corporate Advisory, and a Family Office Approach for high-net-worth individuals and families. The Asset Management division (Mirabaud AM) focuses on active investing across global fixed income, equities, and private assets with high-conviction sustainable strategies, including specific ESG offerings such as the ESG Leaders Strategy and Signature ESG Strategy. The company also offers a proprietary Wealth Management Mobile App for secure, real-time portfolio access. The product architecture combines personalized service with open-architecture investment offerings across an international platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Core business of Mirabaud Group providing ultra-personalised wealth management services for high-net-worth individuals, families, and entrepreneurs, combining discretionary management, advisory, and wealth planning across an open-architecture investment platform.
• Discretionary Management Discretionary portfolio management service in which Mirabaud makes investment decisions on behalf of clients within agreed parameters, targets, and risk profiles. For HNW individuals, families, and institutional clients.
• Advisory Services Bespoke investment advisory service providing tailored advice from seasoned advisors who understand individual financial goals, with execution remaining with the client.
• Wealth Planning Strategic wealth planning service addressing tax efficiency, succession, estate planning, and multi-generational wealth preservation for private clients and families.
• Private Assets Service line structuring family wealth exposure to private equity and other private market investments for long-term portfolio resilience and legacy building.
• Corporate Advisory Advisory services for corporate clients and business owners on strategic financial decisions, business sales, and M&A transactions, with M&A capabilities established in France in 2020.
• Family Office Approach Tailored wealth management offering for family offices and family principals to craft multi-generational legacies, combining wealth and estate planning, governance, and bespoke investment structuring.
• Sustainable and Responsible Investing Investment approach and service line integrating environmental, social, and governance (ESG) criteria into portfolio construction across discretionary and advisory mandates for private and institutional clients.
• Independent Asset Managers Services Service offering giving independent asset managers access to Mirabaud's open-architecture investment platform, infrastructure, and product range to support their own end-client mandates.
• Mirabaud Asset Management (Mirabaud AM) Active investment management division focused on high-conviction strategies across global fixed income, equities, and private assets, including sustainable and responsible investing strategies, serving institutional investors and distribution partners.
• Mirabaud ESG Leaders Strategy ESG-focused investment strategy targeting leaders in environmental, social, and governance performance, distributed under the Mirabaud Asset Management brand.
• Mirabaud Signature ESG Strategy Signature sustainable investment strategy with integrated ESG criteria across portfolio construction, distributed under the Mirabaud Asset Management brand.
• Mirabaud Wealth Management Mobile App Award-winning proprietary mobile application providing Mirabaud clients with real-time portfolio monitoring, performance tracking, and live market data, secured with multi-factor authentication and end-to-end encryption.
• Evergreen Semi-Liquid Private Equity Strategy Evergreen semi-liquid private equity investment strategy launched in partnership with AltamarCAM Partners in April 2025, providing eligible clients with ongoing access to private equity markets as an alternative investment.

Quantifiable outcome

• CHF 32B+ Assets Under Management as of December 2025
• +3 more outcomes

Named customers1 record

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability1 record

Feature3 records

Partnerships

Nine partnerships are on record, tiered major, core and minor.

• Oquendo CorporatemajorStrategic or Co-development Partner · 17 July 2025Mirabaud and Oquendo Corporate joined forces in July 2025 to advise Private Clients and Family Offices in Spain on corporate and M&A transactions. This partnership combines Mirabaud's wealth management expertise with Oquendo's corporate advisory capabilities.
• AltamarCAM PartnersmajorStrategic or Co-development Partner · 2 April 2025Mirabaud and AltamarCAM Partners launched an evergreen semi-liquid private equity strategy in April 2025. This partnership enables access to private equity for clients seeking diversified alternative investments.
• Henokiens AssociationcoreStrategic or Co-development Partner · 1 January 2022Mirabaud joined the Henokiens Association in 2022, bringing together 50+ companies still owned by the founders' descendants after two centuries. The association celebrates longstanding family businesses and their contributions to economic and social development.
• Centre PompidoucoreStrategic or Co-development Partner · 1 January 2022Mirabaud has been supporting the Centre Pompidou in Paris since 2022, demonstrating commitment to contemporary art. The partnership was renewed to support extraordinary exhibitions including Wolfgang Tillmans. This partnership reflects shared values of innovation, creativity and modernity.
• MAMCO (Museum of Contemporary Art)majorStrategic or Co-development PartnerPartnership supporting the Museum of Contemporary Art in Geneva. Part of Mirabaud's commitment to promoting contemporary art and supporting cultural institutions in their markets.
• Bechtler StiftungmajorStrategic or Co-development PartnerPartnership with the Bechtler Stiftung (Bechtler Foundation) for contemporary art. Supports the foundation's mission to promote modern and contemporary art.
• Este ArtemajorStrategic or Co-development PartnerPartnership supporting Este Arte, an art event/initiative. Mirabaud's contemporary art program includes supporting art fairs and events.
• Art GenèvemajorStrategic or Co-development PartnerPartnership with Art Genève, the contemporary art fair. Supports the annual art event as part of their contemporary art collection and promotion activities.
• Quartier des BainsminorStrategic or Co-development PartnerSupporting the Quartier des Bains, a cultural district in Geneva. Part of Mirabaud's commitment to supporting local cultural institutions and initiatives.

Scale indicators9 records

Recent moves17 records

Expansion highlights6 records

Direct peers

• EFG International: Swiss-listed private banking group headquartered in Zurich with international wealth management and asset management franchises. Overlaps with Mirabaud in HNW/UHNW advisory, discretionary mandates, and cross-border private banking coverage.
• Rothschild & Co: Family-controlled international private banking and wealth management group (originally de Rothschild) with global offices. Highly comparable to Mirabaud in family heritage, HNW/UHNW focus, and cross-border advisory.
• Vontobel: Zurich-headquartered Swiss bank with wealth management and asset management divisions serving private and institutional clients. Direct competitor to Mirabaud's MAM and Wealth Management franchises, especially in Swiss domestic and European markets.
• J. Safra Sarasin: Swiss private bank (Basel/Geneva) combining private banking and asset management with a family-controlled ownership model. Comparable to Mirabaud in HNW discretionary management, advisory, and open-architecture investment offerings.
• Lombard Odier: Geneva-based private bank, also family-owned (7th generation Hentsch/Lombard/Odier partners) and similar in heritage to Mirabaud. Offers discretionary management, advisory, and asset management across similar geographies and HNW segments.
• Union Bancaire Privée (UBP): Swiss private bank headquartered in Geneva with wealth management and asset management activities for private and institutional clients. Mirabaud's closest size-and-business-mix comparator among Swiss private banks.
• Pictet Group: Swiss private bank and wealth manager founded in 1805, family-controlled, headquartered in Geneva. Operates wealth management, asset management, and related services for private and institutional clients internationally — a near-direct analogue to Mirabaud's two-pillar model.

Emerging players

• GAM Holding: Zurich-based specialist asset manager with active fixed income, equities, and alternative investment strategies. Comparable to Mirabaud's MAM division in active investment capabilities, particularly relevant given Mirabaud's growing private assets and ESG focus.

Broad incumbents

• Julius Baer: Large Swiss-listed private banking group with global HNW wealth management focus. Overlaps with Mirabaud on core wealth management services but operates at materially larger AUM scale and broader geographic footprint.
• BNP Paribas Wealth Management: Global universal bank's private banking arm with extensive European and international coverage, including Switzerland, France, Luxembourg, and emerging markets. Direct competitor to Mirabaud in cross-border HNW wealth management but operates as part of a much larger banking group.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCXpIOLenvoRyd11FT47d00g
• LinkedInlinkedin.com/company/mirabaud-group
• Instagraminstagram.com/mirabaudgroup
• Xx.com/Mirabaud_AM

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Subsidiaries9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mirabaud