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Mirabaud

PRI reporting framework 2018

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.2. Please describe your hedge fund strategy and classification [OPTIONAL]

Options presented for fund of hedge funds:

01.3. Additional information. [Optional]

Mirabaud Group offers its institutional and private clients a range of bespoke financial and advisory services in three core areas of activity: wealth management, asset management and brokerage and corporate finance.

  • Wealth Management

As the Group's primary vocation, wealth management at Mirabaud is founded on customised advice and solutions tailored to the specific needs of each client. These include discretionary asset management, investment advice, wealth planning in the broader sense, occupational pension, corporate advisory, and independent wealth management services.

  • Asset Management

Management services for institutional clients are built around a conviction-based strategy and a selection of products focused on long-term returns. The Group's Asset Management division specialises in the investment and management of assets, and also offers a range of funds and mandates whose investment strategies are devised on the basis of solid analyses.

  • Brokerage

In its role as independent advisor, Mirabaud has served as an intermediary for professional and corporate investors in the field of execution and brokerage for more than 25 years. From its privileged position at the heart of the markets, Mirabaud also offers research, analysis, strategies and recommendations. The Group is also a recognised expert on the capital markets.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Switzerland

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

700 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

Of which around CHF 28 billion are managed by Mirabaud Wealth Management and CHF 9 billion are managed by Mirabaud Asset Management.

The following figures included in this report will be based on the AUM of Mirabaud Asset Management only.


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 46 0 0
Fixed income 10-50% 21 0 0
Private equity <10% 1 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 10-50% 25 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Other (1), specify <10% 7 0 0
Other (2), specify 0 0 0 0

'Other (1)' specified

          Multi-Asset products
        

06.2. Publish asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]

The above figures are based on the AUM of Mirabaud Asset Management only.


OO 07. Fixed income AUM breakdown

07.1. Provide to the nearest 5% the percentage breakdown of your Fixed Income AUM at the end of your reporting year, using the following categories.

Internally managed
7.6 SSA
17.7 Corporate (financial)
74.7 Corporate (non-financial)
0 Securitised

OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

  Developed Markets
  Emerging, Frontier and Other Markets
Total100%

09.2. Additional information. [Optional]


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