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Mirabaud Canada
Mirabaud Canada operates as the Montreal-based wealth and asset-management arm of the Mirabaud Group, a Swiss private bank founded in 1819 and still owned by...
Mirabaud Canada
Mirabaud Canada operates as the Montreal-based wealth and asset-management arm of the Mirabaud Group, a Swiss private bank founded in 1819 and still owned by its founding-family partnership. The group’s Canadian entity brings discretionary management, advisory services, and wealth planning to individuals, families, entrepreneurs, and next-generation asset owners in Canada — extending a model that the parent has refined over more than two centuries in Europe. Strategy and deployment spans three core lines: active global fixed income, listed equities, and private assets. The firm’s asset-management business is built on high-conviction, sustainability-focused strategies, while the wealth-management practice layers on tax-aware advisory and legacy planning. The group’s disclosed presence includes over 10 offices globally, with a French-speaking Switzerland expansion announced via a new Lausanne office (per the firm, 2026), reinforcing its commitment to linguistic and geographic adjacency with the Quebec market. Geographic coverage touches Canada, Switzerland, France, and other European financial centers where the group maintains banking and advisory licenses. The Mirabaud Group’s enduring partnership structure — managed by a general partner model rather than external shareholders — defines its governance. It employs a global team whose Montreal presence sits alongside offices in Geneva, Zurich, Lausanne, Paris, and other European capitals. In May 2026 the group announced the opening of its new Lausanne office, explicitly citing a strategy to deepen its presence in Switzerland’s French-speaking heartland, a move that signals continued investment in the language and cultural corridor linking it to Montreal (per the firm, May 2026). Structurally, Mirabaud Canada is distinct in that it delivers Swiss partnership-bank heritage without carrying a Canadian Schedule I or II banking licence — it operates as a securities-registered wealth manager and asset-management distributor, not a deposit-taking institution. This architecture allows it to import Mirabaud Group investment products and cross-border advisory frameworks while leaving Canadian custody and banking to external providers, an uncommon model among European private banks that typically seek full branch or subsidiary licences when entering North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
Montreal
Corporate office
Quebec, Montreal, Canada
Sector focus
Frequently asked questions
How is Mirabaud Canada structured relative to the Swiss parent bank?
Mirabaud Canada operates as a wealth and asset-management entity rather than a chartered Canadian bank. It distributes the Mirabaud Group’s investment products — spanning fixed income, equities, and private assets — and delivers discretionary portfolio management and advisory services under Canadian securities registration. Custody and banking functions remain with external Canadian institutions, distinguishing it from European private banks that pursue full subsidiary or branch banking licences in North America.
What range of services does Mirabaud Canada provide to families and entrepreneurs?
The firm’s core offer includes discretionary portfolio management, advisory mandates, and wealth planning. The asset-management unit runs active global fixed-income, equity, and private-asset strategies with a sustainability tilt. Wealth-management services are designed for both current-generation wealth holders and the next generation, integrating cross-border expertise from the group’s European offices where relevant.
Who owns Mirabaud, and does the Canadian office have separate ownership?
The Mirabaud Group remains an independent private partnership owned by its founding-family partners, a structure it has maintained since 1819. The Canadian operation is a fully integrated office of the group, not a separately capitalized or independently owned entity.
Does Mirabaud Canada offer banking or deposit-taking services?
No. Mirabaud Canada is not a chartered bank and does not offer deposit accounts or traditional retail banking services. It focuses exclusively on wealth management and asset management, relying on external Canadian custodians for client asset safekeeping.
What is Mirabaud’s philosophy toward contemporary art, and does it influence the Canadian office?
The Mirabaud Group has a long-standing commitment to contemporary art, including partnerships with the Centre Pompidou, MAMCO, and the Bechtler Stiftung. This engagement is a group-wide cultural initiative, and while the Canadian office does not operate a standalone art program, it participates in the group’s collecting and exhibition practices.
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