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.

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.

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.

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.

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.

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.

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.