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.

Les chiffres clés

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.

Our Key Partners

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.

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