About
Our Identity
MFM Wealth Management is an independent financial society of Swiss law. We are active in global asset management for a demanding clientele. A team of seasoned experts composed of asset managers, financial analysts and a committee in charge of investment strategies responds to your needs and ambitions. We happily welcome you in our head office in Lausanne and our branch in Zürich.
Our 5 specialists in wealth management collectively possess more than 100 years of experience, which they put to your use with the support of colleagues from our sister company, MFM Mirante Fund Management. Our business model privileges a rigorous approach to risk management and total transparency in investment and pricing processes. We hence project ourselves serenely when it comes to any evolutions of the regulatory framework.
Discover the entire MFM group’s history below.
Les chiffres clés
5
specialists in wealth management
2
subsidiaries in Switzerland
100
years of combined 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 opened its Zurich office in order to cover the German speaking part of Europe.
July
2008
The FINMA (Swiss Financial Market Supervisory Authority) granted MFM Mirante Fund Management SA the 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.
November
2014
MFM Mirante Fund Management SA opted for a new custodian bank, Pictet SA, and a new fund administrator, FundPartner Solutions SA.
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
2015
all MFM FUND’s Swiss funds were transferred to a new SICAV in Luxembourg, MFM Funds (Lux).
October
2016
Creation of MFM Wealth Management SA. Launch of funds for private clients (MFM Adagio, MFM Allegro, MFM Andante).
January
2017
The MFM Malta branch is established.
January
2019
MFM Wealth Management is growing with the arrival of 4 new employees.
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 the surface area of its head office located in Lausanne to deliver a high-quality customer experience in a warm and contemporary environment.
July
2019
Launch of our Sustainable Bonds which provides investors exposure to sustainable investment opportunities without giving up on returns and credit quality.
August
2019
MFM Mirante Fund Management has relaunched Jabre Capital’s long/short European credit opportunities.
Our Key Partners
In order to provide you with a service of excellence, we collaborate with carefully selected and recognized partners around the world.
