About
Our Identity
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.
Key figures
1
priority: your satisfaction
5
wealth management specialist
100
years of cumulative experience
October
2003
The company launched its first mutual fund, MFM Global Convertible Bonds, in Swiss francs.
April
2005
Addition of a second class of the MFM Global Convertible Bonds in euros
February
2008
MFM Mirante Fund Management SA opens its branch in Zurich (Switzerland) to provide coverage and service throughout Switzerland and German-speaking Europe.
July
2008
The Swiss Financial Market Supervisory Authority (FINMA) grants MFM Mirante Fund Management SA the status of "Asset Manager".
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 (Lux) 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.
Privileged custodians
In order to provide you with a service of excellence, we are working with the following recognized partners.
We foster a culture of cooperation, and are also able to collaborate with your current bank.
