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Swiss Finance Management International
Swiss Finance Management International, chaired by Yves Mirabaud, designs alternative investment programs for wealthy European families from Geneva.
Swiss Finance Management International
Swiss Finance Management International SA (SFMI) was established in 1998, emerging from the private banking ecosystem of Geneva. The firm is chaired by Yves Mirabaud, a senior partner of Mirabaud Group, the Swiss private bank founded in 1819. SFMI was conceived as an independent entity to serve a select group of ultra-high-net-worth families and institutions, separating the advisory and asset allocation function from the parent bank's balance sheet and proprietary products. The firm's governance reflects this independence, operating without a disclosed external wealth origin beyond its founder's institutional lineage. The firm constructs multi-asset portfolios centered on alternative investments. Its core strategy allocates across private equity, real estate, hedge funds, and private debt, typically through fund commitments and co-investments alongside specialized external managers. SFMI does not market its own branded funds, instead evaluating and selecting third-party vehicles for its clients. The firm's investment activity concentrates on developed markets in Europe and North America. Its real estate exposure includes direct property acquisition and pooled fund investments, while its private equity program spans buyout, growth capital, and venture strategies via fund-of-funds and direct co-investment. SFMI operates primarily from Geneva, with a lean team structure typical of advisory-led multi-family offices. The firm has not publicly disclosed its total assets under advisement or client count. In recent years, its activity has been visible through Swiss commercial registry filings related to board changes and capital structure adjustments, reflecting the continuity of its Mirabaud family governance (per public record, 2023). SFMI's offering does not formally include a philanthropic foundation or an adjacent operating company, but its clients often coordinate charitable activities through separate Mirabaud Group structures. The firm's structural differentiator lies in its institutional independence from the Mirabaud Group's product shelf. Unlike a bank-owned captive advisory unit, SFMI sources managers and opportunities across the open market, negotiating terms independently for each family. This architecture allows it to allocate capital without bias toward in-house funds, a posture that distinguishes it from most private bank family office offerings in the Swiss market.
General information
Firm type
Multi Family Office
Year founded
1998
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Geneva
Corporate office
Geneva, Switzerland
Principals
Yves Mirabaud
Chairman
Sector focus
Frequently asked questions
Who runs investment decisions at Swiss Finance Management International?
Investment decisions are guided by the firm's senior leadership under Chairman Yves Mirabaud, a managing partner of Mirabaud Group. SFMI operates an investment committee structure that evaluates and selects external managers across private equity, hedge funds, real estate, and private debt. The firm acts as an outsourced CIO, meaning final investment authority typically rests with the client family, with SFMI providing recommendations and execution.
How is Swiss Finance Management International related to the Mirabaud Group?
SFMI shares governance through Yves Mirabaud, who chairs the firm while serving as a managing partner of Mirabaud Group, the Geneva-based private bank. However, SFMI is structured as a legally independent entity and does not distribute Mirabaud Group proprietary products. This separation allows the firm to source investment opportunities across the entire market without product-driven conflicts of interest.
Does SFMI offer proprietary funds or only third-party manager access?
SFMI does not market its own branded investment funds. The firm evaluates and selects external third-party managers for its family office clients, constructing portfolios from open-architecture alternatives. This includes fund commitments, direct co-investments, and separate managed accounts, depending on client size and preference.
What types of alternative assets does SFMI typically allocate to?
The firm's programs span private equity, real estate, hedge funds, and private debt. Within private equity, SFMI accesses buyout, growth capital, and venture strategies primarily through fund commitments and co-investments. Real estate allocations include both direct property holdings and pooled investment vehicles, concentrated in European and North American markets.
Is Swiss Finance Management International a single-family office or does it serve multiple families?
SFMI functions as a multi-family office, serving several ultra-high-net-worth families and institutions from its Geneva base. Unlike a single-family office dedicated to one wealth creator, SFMI pools resources and manager access across its client base while maintaining separate accounts and individualized investment policies for each family.
What is SFMI's posture on co-investment opportunities?
SFMI actively pursues direct co-investment opportunities alongside the private equity managers it backs. This allows client families to increase exposure to specific assets without paying a second layer of management fees. Co-investment access has become a standard feature of the firm's private equity program, consistent with multi-family office practice in Switzerland.
Does SFMI disclose its assets under management or advisement?
SFMI has not publicly disclosed its total assets under advisement or management. As a private multi-family office operating under Swiss law, the firm is not required to publish AUM figures, and it has chosen to maintain a low public profile. Client mandates are structured individually, and the firm does not report aggregated assets to commercial databases.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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