Mirabaud & Cie SA
Mirabaud & Cie SA, established in 1819 in Geneva, Switzerland, is an independent, family-owned banking and financial group. The firm specializes in private banking, wealth management, asset management, and brokerage services for private, institutional, and professional clients worldwide. Mirabaud employs approximately 700 staff and operates through offices in major global financial centers, focusing on personalized solutions and long-term client relationships.
Investment Strategy
Mirabaud & Cie SA implements an active, high-conviction approach to investing, focusing on sustainable, long-term value creation. Its wealth and asset management strategies encompass equities, fixed income, and private assets. The firm emphasizes ESG (Environmental, Social, and Governance) integration within its investment process, aiming to synchronize financial returns with sustainability objectives. Asset allocation is tailored and flexible, blending risk management with return enhancement, while maintaining a client-centric, individualized approach for each mandate.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 14.59% | $45.9M | 246,057 | $51.46 | $186.58 | +$7.0M |
M MSFT | MICROSOFT CORP | 13.70% | $43.1M | 83,227 | $396.42 | $517.95 | +$560.5K |
A AAPL | APPLE INC | 9.04% | $28.5M | 111,758 | $215.19 | $254.63 | +$5.2M |
G GOOG | ALPHABET INC | 6.49% | $20.4M | 83,809 | $157.21 | $243.55 | +$5.3M |
I IEI | ISHARES TR | 6.04% | $19.0M | 159,092 | $117.61 | $119.51 | +$2.0M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
F FXI | ISHARES TR | Sold | Call | $73.6K | 800 | $41.14 | $30.44 | -96 | -$46.5K |