About usOur history

MFM Wealth Management is an independent financial company on a human scale, active in global wealth management for private clients. It brings together dynamic and passionate asset managers who meet your needs and ambitions.

Our qualified team has over 100 years of cumulative experience. It draws on the recognized skills of financial analysts of our sister company, MFM Mirante Fund Management.

We look forward to welcoming you to our ideally located premises in the heart of Lausanne and Zurich.

Discover below the entrepreneurial venture of the MFM Group.

October

2003

And it all started here, when Joe Mirante launches his first public MFM Global Convertible Bonds fund.

February

2008

Opening of a branch in Zürich to provide coverage and service to the German-speaking part of Europe.

July

2008

The Swiss Financial Market Supervisory Authority (FINMA) has given to MFM Mirante Fund Management the new status of "Asset Manager".

December

2008

After the financial market collapse, the company launched a fund mainly based on the yield and credit aspects of convertible bonds, the MFM Convertible Bond Opportunities fund.

January

2009

The company wins its 1st Lipper Prize based on the combined performance from 2006 to 2008, one of the worst periods for financial markets. Our fund was proven to be the most defensive convertible fund in this challenging environment.

January

2013

The company wins its 2nd Lipper Award based on its ability to generate consistent performance in variable market environments.

December

2014

A new fund, the MFM Global Thematic Long/Short has been launched and has a multi-thematic long/short equity strategy.

May

2016

Creation of MFM Wealth Management SA, in order to offer private clients institutional quality wealth management.

July

2016

The MFM group reaches the symbolic threshold of CHF 1 billion in assets under management.

May

2015

All MFM FUND’s Swiss funds were transferred to a new SICAV in Luxembourg, MFM Funds (Lux).

October

2016

Launch of 3 asset allocation funds for private clients (MFM Adagio, MFM Allegro, MFM Andante).

January

2017

The MFM Malta branch is established.

January

2019

MFM Wealth Management expands strongly with the arrival of 4 experienced wealth managers.

May

2019

Launch of 4 global strategies (MFM Global Fixed Income, MFM Global Equity, MFM Global Real Estate Securities Fund, MFM Global Alternative Strategies Fund).

June

2019

MFM expands and doubles the surface area of its headquarters in Lausanne to deliver a high-quality customer experience in a comfortable, contemporary environment.

July

2019

Launch of the MFM Sustainable Bonds (ESG) investment fund, which offers investors exposure to sustainable investment without giving up credit returns and quality.

August

2019

MFM Mirante Fund Management takes over the European Credit Opportunities fund from Jabre Capital.

July

2020

Merger by absorption of MFM Mirante Fund Management SA with MFM Wealth Management SA in order to definitely bring our two teams closer together

January

2021

MFM is now officially a member of the Swiss Association of Wealth Managers (SAM). The SAM is in close and regular contact with the FINMA, the political world, the authorities and other actors of the financial center. The provision of solid legal support as well as continuous quality education contributes to our ability to meet the highest professional standards.

March

2021

The Wealth Management team is very honored to have won the awards in the categories "Best Investment Process in Switzerland" and "Best asset management boutique based in Vaud" at the 8th WealthBriefing Swiss External Asset Managers Awards.