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Mirabaud Asset Management

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uuid000crbu

Namestring
Mirabaud Asset Management
Legal namestring
Mirabaud Asset Management
Websiteurl
mirabaud-am.com
Company typeenum
Private
Founded yearint
2014
Descriptiontext

Mirabaud Asset Management is the dedicated asset management arm of the privately held, Swiss family-controlled Mirabaud Group, headquartered in Geneva with regulated entities in London, Paris, Luxembourg, Montreal, Dubai and Zurich. The firm is structured as a platform-plus-modules business offering 21+ named investment strategies across five capabilities — equities, fixed income, multi-asset, alternatives and private assets — alongside a third-party "external funds" shelf. Its product set spans global and Swiss equities (including niche small/mid-cap "Discovery Europe" and dividend strategies), an unconstrained fixed income shelf (strategic bond, high yield, short duration, climate bond, emerging market bond, fixed maturity 2031, global convertibles, and a discovery convertibles variant), and a private assets franchise covering private credit, sustainable cities, lifestyle impact and innovation, and Paris-focused real estate including club deals. The alternatives platform traces back to the early 1970s when the group began investing in hedge funds and today includes funds of hedge funds, bespoke portfolios and advisory mandates.

Mirabaud's core technology is its investment management platform supporting active, conviction-driven portfolio construction across multiple asset classes, with multi-asset strategies explicitly combining qualitative, quantitative and technical inputs. The firm sells primarily to institutional investors (pension funds, insurers, sovereigns) and professional investors (family offices, wealth managers, HNW individuals), with secondary distribution through financial advisors and platforms across European and selected international markets. Revenue is generated through management fees and likely performance fees on AUM, with pricing negotiated bilaterally rather than publicly disclosed. Distribution is sales-led, executed via direct institutional relationships and intermediary channels from offices in major European, Canadian and Middle Eastern financial centers.

The firm's strategic positioning emphasizes focus and conviction — what it brands as being "niche champions" — with named, dedicated strategy heads across each capability (e.g., Heads of Swiss Equities, European Equities, Convertibles, Emerging Markets Debt, Fixed Income) and a Chief Economist & Senior Strategist. Investment processes are explicitly described as active stock-picking targeting high-quality businesses with superior capital allocation, unconstrained fixed income mandates, and pioneer status in alternatives. The firm is private and family-owned under the broader Mirabaud Group, does not publicly disclose AUM or revenue, and does not present itself as a technology-led or AI-native asset manager.

Short descriptiontext

Mirabaud Asset Management is the Geneva-based, family-controlled asset management arm of Mirabaud Group, offering active equity, fixed income, multi-asset, alternatives and private asset strategies to institutional and professional investors across Europe, Canada and the Middle East.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersGeneva, Switzerland
HQ citystring
Geneva
HQ countrystring
Switzerland
HQ regionstring
Europe
Markets served

Serves global market

Offices7 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
active asset management, institutional investment management, equity investment strategies, fixed income management, alternative investments
Industry3 codes
1Portfolio Management–Led RIAs (Discretionary/Model-Based)
CodeFSAAACACPrimaryYes
2Investment Management Advisory (RIA)
CodeFSAEAAABPrimaryNo
3Real Estate Portfolio & Fund Management (Institutional/REIT/PE)
CodeBPAJAMAJPrimaryNo
NAICS code3 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
  • Funds, Trusts, and Other Financial Vehicles525
SIC code1 code
  • Investment Advice6282
Product category
Asset Management
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Asset Management Fees
TypeSubscription Recurring
Description

Mirabaud Asset Management generates revenue through management fees and likely performance fees charged on assets under management across its various investment strategies including equities, fixed income, convertibles, multi-asset, alternatives, and private assets.

mirabaud-am.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 17 records shown
1Mirabaud Global Focus
Description

Global equities strategy focusing on high-conviction investment opportunities worldwide

mirabaud-am.com
+16 more records
Core offering1 text field

Mirabaud Asset Management is a Swiss asset management firm that provides active investment management services to institutional clients and financial intermediaries. It offers a focused suite of investment strategies across equities, fixed income (including convertibles), multi-asset, alternatives, and private assets, delivered through direct institutional sales and financial advisor distribution channels in Europe, the Middle East, and Canada.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Convertible bonds delivered 21.4% return in 2025, outstripping global equities (19.0%), global high yield (8.5%), and global aggregate (4.9%)
Product overview1 text field

Mirabaud Asset Management is an independent asset management firm operating as a platform-plus-modules architecture. The firm offers a comprehensive suite of investment strategies organized across five core capabilities: Equities (including five named strategies focused on global, dividend, European discovery, and Swiss small/mid-cap opportunities), Fixed Income (spanning eight strategies covering global strategic bond, high yield, short duration, climate bond, emerging market bond, fixed maturity, and convertible bond offerings), Private Assets (with five strategies targeting sustainable cities, private credit, real estate club deals, and lifestyle innovation), Multi-Asset (combining qualitative, quantitative, and technical inputs for balanced portfolio construction), and Alternatives (including hedge fund-of-funds and bespoke portfolio services). The firm positions itself as niche champions with focused expertise across these investment domains, targeting differentiated outcomes through active stock-picking and conviction-based portfolio management.

Product and service1 record
1Mirabaud Global Focus
Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Swiss-listed boutique asset manager offering active equities, fixed income, and alternative strategies to institutional clients. Comparable size and product mix make it the closest publicly traded analog to Mirabaud Asset Management.

TypeDirect peer
Description

Geneva-based private bank with significant asset management capabilities including equities, fixed income, and alternatives. Direct competitor for Swiss/European institutional and family office mandates.

TypeBroad incumbent
Description

Large global asset manager with active equities, fixed income, and alternatives that competes for European institutional mandates. Significantly larger scale but overlapping institutional client base and product categories.

TypeDirect peer
Description

Swiss-headquartered boutique asset manager with comparable multi-asset platform, global institutional focus, and similar Swiss private banking heritage. Both firms compete for European pension and family office mandates with active conviction-led strategies.

TypeDirect peer
Description

Swiss private bank with asset management division offering active global equities, fixed income, and thematic strategies. Similar institutional focus and Swiss heritage create direct overlap in European distribution.

TypeBroad incumbent
Description

Multi-affiliate European asset manager with active fixed income, equities, and alternative strategies through affiliated boutiques. Comparable institutional European distribution footprint with overlapping product categories.

TypeDirect peer
Description

Swiss/European boutique asset manager with active equities, fixed income, and private debt offerings. Comparable mid-sized boutique model targeting European institutional and high-net-worth clients.

TypeBroad incumbent
Description

Swiss asset manager (part of Vontobel Group) with broader platform across equities, fixed income, multi-asset, and private markets. Larger scale but similar Swiss private banking heritage and institutional client base.

TypeDirect peer
Description

Geneva-based boutique offering discretionary fund management and private assets. Comparable boutique scale and Swiss institutional positioning, particularly relevant for Oyster family of funds competition.

TypeDirect peer
Description

Swiss private bank with asset management arm offering active equities, fixed income, and alternative strategies. Comparable boutique positioning, Geneva heritage, and institutional/professional investor focus.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles11 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries4 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment12 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Mirabaud Asset Management

Asset Managementmirabaud-am.com

Mirabaud Asset Management is the Geneva-based, family-controlled asset management arm of Mirabaud Group, offering active equity, fixed income, multi-asset, alternatives and private asset strategies to institutional and professional investors across Europe, Canada and the Middle East.

What Mirabaud Asset Management does

Mirabaud Asset Management is the dedicated asset management arm of the privately held, Swiss family-controlled Mirabaud Group, headquartered in Geneva with regulated entities in London, Paris, Luxembourg, Montreal, Dubai and Zurich. The firm is structured as a platform-plus-modules business offering 21+ named investment strategies across five capabilities — equities, fixed income, multi-asset, alternatives and private assets — alongside a third-party "external funds" shelf. Its product set spans global and Swiss equities (including niche small/mid-cap "Discovery Europe" and dividend strategies), an unconstrained fixed income shelf (strategic bond, high yield, short duration, climate bond, emerging market bond, fixed maturity 2031, global convertibles, and a discovery convertibles variant), and a private assets franchise covering private credit, sustainable cities, lifestyle impact and innovation, and Paris-focused real estate including club deals. The alternatives platform traces back to the early 1970s when the group began investing in hedge funds and today includes funds of hedge funds, bespoke portfolios and advisory mandates.

Mirabaud's core technology is its investment management platform supporting active, conviction-driven portfolio construction across multiple asset classes, with multi-asset strategies explicitly combining qualitative, quantitative and technical inputs. The firm sells primarily to institutional investors (pension funds, insurers, sovereigns) and professional investors (family offices, wealth managers, HNW individuals), with secondary distribution through financial advisors and platforms across European and selected international markets. Revenue is generated through management fees and likely performance fees on AUM, with pricing negotiated bilaterally rather than publicly disclosed. Distribution is sales-led, executed via direct institutional relationships and intermediary channels from offices in major European, Canadian and Middle Eastern financial centers.

The firm's strategic positioning emphasizes focus and conviction — what it brands as being "niche champions" — with named, dedicated strategy heads across each capability (e.g., Heads of Swiss Equities, European Equities, Convertibles, Emerging Markets Debt, Fixed Income) and a Chief Economist & Senior Strategist. Investment processes are explicitly described as active stock-picking targeting high-quality businesses with superior capital allocation, unconstrained fixed income mandates, and pioneer status in alternatives. The firm is private and family-owned under the broader Mirabaud Group, does not publicly disclose AUM or revenue, and does not present itself as a technology-led or AI-native asset manager.

Mirabaud Asset Management firmographics

Firmographics
Name
Mirabaud Asset Management
Legal name
Mirabaud Asset Management
Website
https://mirabaud-am.com
Company type
Private
Founded year
2014
Operating status
Operating
Headcount range
51–100 employees
Short description
Mirabaud Asset Management is the Geneva-based, family-controlled asset management arm of Mirabaud Group, offering active equity, fixed income, multi-asset, alternatives and private asset strategies to institutional and professional investors across Europe, Canada and the Middle East.
Ownership category
akta.pro rank

Mirabaud Asset Management industry classification

Industry
Product category
Asset Management
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Funds, Trusts, and Other Financial Vehicles (525)
SIC
Investment Advice (6282)
akta.pro primary industry
Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
akta.pro secondary industries
Investment Management Advisory (RIA) (FSAEAAAB), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

Keywords

  • Active asset management
  • Institutional investment management
  • Equity investment strategies
  • Fixed income management
  • Alternative investments

Where Mirabaud Asset Management is headquartered

Location

Headquarters

HQ city
Geneva
HQ country
Switzerland
HQ region
Europe

Offices7 records

Markets served

Mirabaud Asset Management business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

  1. Asset Management Fees: Mirabaud Asset Management generates revenue through management fees and likely performance fees charged on assets under management across its various investment strategies including equities, fixed income, convertibles, multi-asset, alternatives, and private assets.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Mirabaud Asset Management product offering

Product offering

Core offering

Mirabaud Asset Management is a Swiss asset management firm that provides active investment management services to institutional clients and financial intermediaries. It offers a focused suite of investment strategies across equities, fixed income (including convertibles), multi-asset, alternatives, and private assets, delivered through direct institutional sales and financial advisor distribution channels in Europe, the Middle East, and Canada.

Product overview

Mirabaud Asset Management is an independent asset management firm operating as a platform-plus-modules architecture. The firm offers a comprehensive suite of investment strategies organized across five core capabilities: Equities (including five named strategies focused on global, dividend, European discovery, and Swiss small/mid-cap opportunities), Fixed Income (spanning eight strategies covering global strategic bond, high yield, short duration, climate bond, emerging market bond, fixed maturity, and convertible bond offerings), Private Assets (with five strategies targeting sustainable cities, private credit, real estate club deals, and lifestyle innovation), Multi-Asset (combining qualitative, quantitative, and technical inputs for balanced portfolio construction), and Alternatives (including hedge fund-of-funds and bespoke portfolio services). The firm positions itself as niche champions with focused expertise across these investment domains, targeting differentiated outcomes through active stock-picking and conviction-based portfolio management.

Differentiator

Problem solved

Functional benefit

Brands

  • Mirabaud Global Focus: Global equities strategy focusing on high-conviction investment opportunities worldwide
  • Mirabaud Global Dividend
  • Mirabaud Discovery Europe
  • Mirabaud Equities Swiss Small and Mid
  • Mirabaud Swiss Dividend
  • Mirabaud Global Strategic Bond
  • Mirabaud Global High Yield Bonds
  • Mirabaud Global Short Duration
  • Mirabaud Global Climate Bond
  • Mirabaud Global Emerging Market Bond
  • Mirabaud Convertibles Global
  • Mirabaud Discovery Convertibles Global
  • Mirabaud Sustainable Cities
  • Mirabaud Private Credit II
  • Mirabaud Grand Paris
  • Mirabaud Real Estate - Club Deals
  • Mirabaud Lifestyle Impact and Innovation

Products and services

  • Mirabaud Global Focus

Quantifiable outcome

  • Convertible bonds delivered 21.4% return in 2025, outstripping global equities (19.0%), global high yield (8.5%), and global aggregate (4.9%)

Companies that use Mirabaud Asset Management

Customer profile

Segments3 records

Ideal customer profiles3 records

Mirabaud Asset Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Mirabaud Asset Management partnerships and signals

Strategic signal

Recent moves6 records

Expansion highlights6 records

Mirabaud Asset Management competitors and assessment

Company assessment

Direct peers

  • GAM Investments: Swiss-listed boutique asset manager offering active equities, fixed income, and alternative strategies to institutional clients. Comparable size and product mix make it the closest publicly traded analog to Mirabaud Asset Management.
  • Union Bancaire Privée (UBP): Geneva-based private bank with significant asset management capabilities including equities, fixed income, and alternatives. Direct competitor for Swiss/European institutional and family office mandates.
  • Pictet Asset Management: Swiss-headquartered boutique asset manager with comparable multi-asset platform, global institutional focus, and similar Swiss private banking heritage. Both firms compete for European pension and family office mandates with active conviction-led strategies.
  • J. Safra Sarasin Asset Management: Swiss private bank with asset management division offering active global equities, fixed income, and thematic strategies. Similar institutional focus and Swiss heritage create direct overlap in European distribution.
  • Edmond de Rothschild Asset Management: Swiss/European boutique asset manager with active equities, fixed income, and private debt offerings. Comparable mid-sized boutique model targeting European institutional and high-net-worth clients.
  • Syz Asset Management: Geneva-based boutique offering discretionary fund management and private assets. Comparable boutique scale and Swiss institutional positioning, particularly relevant for Oyster family of funds competition.
  • Lombard Odier Investment Managers: Swiss private bank with asset management arm offering active equities, fixed income, and alternative strategies. Comparable boutique positioning, Geneva heritage, and institutional/professional investor focus.

Broad incumbents

  • Allianz Global Investors: Large global asset manager with active equities, fixed income, and alternatives that competes for European institutional mandates. Significantly larger scale but overlapping institutional client base and product categories.
  • Natixis Investment Managers: Multi-affiliate European asset manager with active fixed income, equities, and alternative strategies through affiliated boutiques. Comparable institutional European distribution footprint with overlapping product categories.
  • Vontobel Asset Management: Swiss asset manager (part of Vontobel Group) with broader platform across equities, fixed income, multi-asset, and private markets. Larger scale but similar Swiss private banking heritage and institutional client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Mirabaud Asset Management social profiles

Digital presence

Mirabaud Asset Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Mirabaud Asset Management leadership team

Management profile

Number of profiles

Profiles11 records

Mirabaud Asset Management subsidiaries and ownership

Company hierarchy

Subsidiaries4 records

Mirabaud Asset Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Mirabaud Asset Management M&A and investment

M&A and investment

M&A

Investments12 records

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

Frequently asked questions about Mirabaud Asset Management

What does Mirabaud Asset Management do?

Mirabaud Asset Management is a Swiss asset management firm that provides active investment management services to institutional clients and financial intermediaries. It offers a focused suite of investment strategies across equities, fixed income (including convertibles), multi-asset, alternatives, and private assets, delivered through direct institutional sales and financial advisor distribution channels in Europe, the Middle East, and Canada.

Is Mirabaud Asset Management a public or private company?

Mirabaud Asset Management is a private company. It is classified as family owned and is currently operating.

When was Mirabaud Asset Management founded?

Mirabaud Asset Management was founded in 2014. It employs 51 to 100 people.

Where is Mirabaud Asset Management based?

Mirabaud Asset Management is headquartered in Geneva, Switzerland, in the Europe region.

How does Mirabaud Asset Management make money?

One revenue line is on record: asset Management Fees.

Who are Mirabaud Asset Management's main competitors?

Direct peers on record are GAM Investments, Union Bancaire Privée (UBP), Pictet Asset Management, J. Safra Sarasin Asset Management, Edmond de Rothschild Asset Management, Syz Asset Management and Lombard Odier Investment Managers. Broad incumbents are Allianz Global Investors, Natixis Investment Managers and Vontobel Asset Management.

Does Mirabaud Asset Management have an API?

No public API is recorded for Mirabaud Asset Management.

What industry is Mirabaud Asset Management in?

Mirabaud Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAEAAAB, Investment Management Advisory (RIA). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
//www.investmentweek.co.uk/Mirabaud AM to build fresh global equity strategy under new manager duoMirabaud Asset Management appointed Will Ballard and Giles Parkinson as global equity portfolio managers, based in London. The appointment marks a fresh global equity strategy under the new manager duo.finews.chMirabaud holt zwei Aktienchefs für neue globale StrategieMirabaud Asset Management appointed Will Ballard and Giles Parkinson as Global Equity Portfolio Managers, effective September 1, 2026. They will launch a new global equity strategy on October 1, 2026, focusing on active stock selection rather than macro bets. The strategy targets high-quality companies with sustainable competitive advantages.Portfolio AdviserMirabaud hires two portfolio managers ahead of global equity launchMirabaud Asset Management hired Giles Parkinson and Will Ballard to run a benchmark-aware global equity strategy. The strategy, focused on individual stock selection, launches on 1 October. Both managers will report to CIO Andrew Lake.finews.ch«Die besten Chancen liegen dort, wo niemand hinschaut»Daniele Scilingo, Head of Swiss Equities at Mirabaud Asset Management, argues that Swiss equities offer opportunities beyond the three heavyweights, citing AI-driven industrial gains and undervalued compounders like Straumann and Sonova. He expects a correction in AI-related valuations and sees China forcing Swiss firms to localize innovation. UBS's earnings potential and Partners Group's undervaluation are also highlighted.Portfolio AdviserFund manager diary: Al CattermoleA fund manager diary outlines Al Cattermole's weekly routine at Mirabaud Asset Management, covering three core pillars: portfolio managers' meetings, an economics call, and team discussions. He manages three fixed income portfolios, attends a company-wide investment meeting, and hosts a 15-minute client update call.PcdnFund manager diary: Al CattermoleAl Cattermole, a fund manager at Mirabaud Asset Management, outlines his weekly routine involving collaborative portfolio reviews, macroeconomic analysis, and client engagement. The article details the firm's disciplined investment process, including sector allocation strategies and cross-asset team meetings to identify opportunities in fixed income and other markets.Portfolio AdviserFund manager diary: Hywel FranklinFund manager Hywel Franklin's weekly diary covers research on LNG pricing, AI investment trends, and energy price shocks, plus client meetings and company visits. He visits Tonies and Deutz, discusses sector recovery, and attends a stock selection meeting. The week ends with family and children's activities.MarketBeatMirabaud Asset Management Ltd Sells 1,534 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSMMirabaud Asset Management sold 1,534 TSM shares in Q2, reducing its stake by 6.8% to 20,929 shares. TSM reported Q2 EPS of $2.92, beating estimates, and raised its quarterly dividend to $0.8348. Analysts rate the stock a Moderate Buy with a $371.67 average price target.CNBCThere’s a ‘unique’ opportunity in art, which has beat the S&P 500 over 25 years, asset manager saysContemporary art has outperformed the S&P 500 over 25 years, with an annual return of 14% versus 9.5% for the index. Mirabaud's John Plassard said the asset offers diversification and inflation protection, though it carries risks like forgery and high insurance costs.