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
priority: your satisfaction
wealth management specialist
years of cumulative experience
The company launched its first mutual fund, MFM Global Convertible Bonds, in Swiss francs.
Addition of a second class of the MFM Global Convertible Bonds in euros
MFM Mirante Fund Management SA opens its branch in Zurich (Switzerland) to provide coverage and service throughout Switzerland and German-speaking Europe.
The Swiss Financial Market Supervisory Authority (FINMA) grants MFM Mirante Fund Management SA the status of "Asset Manager".
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.
The company wins its 2nd Lipper Award based on its ability to generate consistent performance in variable market environments.
A new fund, the MFM (Lux) Global Thematic Long/Short has been launched and has a multi-thematic long/short equity strategy.
Creation of MFM Wealth Management SA, in order to offer private clients institutional quality wealth management.
The MFM group reaches the symbolic threshold of CHF 1 billion in assets under management.
all MFM FUND’s Swiss funds were transferred to a new SICAV in Luxembourg, MFM Funds (Lux).
Launch of 3 asset allocation funds for private clients (MFM Adagio, MFM Allegro, MFM Andante).
The MFM Malta branch is established.
MFM Wealth Management expands strongly with the arrival of 4 experienced wealth managers.
Launch of 4 global strategies (MFM Global Fixed Income, MFM Global Equity, MFM Global Real Estate Securities Fund, MFM Global Alternative Strategies Fund).
MFM expands and doubles the surface area of its headquarters in Lausanne to deliver a high-quality customer experience in a comfortable, contemporary environment.
Launch of the MFM Sustainable Bonds (ESG) investment fund, which offers investors exposure to sustainable investment without giving up credit returns and quality.
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.