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.

Price
Price
Price
Price
Price