Banking Group Maintains UN Investment Principles Signatory Status Since 2010
A Swiss wealth manager has held signatory status to the United Nations Principles for Responsible Investment since 2010, integrating environmental, social, and governance considerations into its investment processes.
Mirabaud maintains the highest rating in responsible investment governance thanks to what the institution describes as its committed approach and oversight structure. The UN PRI framework provides standards for incorporating sustainability factors into investment decision-making.
The bank integrates ESG considerations into products and services across its wealth management and asset management operations. Portfolio managers evaluate environmental impact, social responsibility, and governance quality alongside financial metrics when constructing client portfolios.
“Mirabaud has always been strongly committed to responsibility and sustainability,” according to institutional materials. “This is reflected in its interactions with its Clients, employees and society as a whole.”
Long-Term Approach Aligns with Sustainable Focus
The institution’s family ownership structure theoretically enables focus on sustainable value creation over quarterly performance pressure. Seven generations of family control provide continuity in the approach to responsible investment.
Client portfolios can incorporate ESG criteria based on individual preferences and values. Some families request exclusions of specific industries or companies, while others emphasize positive screening for sustainability leaders.
The banking group applies ESG analysis across different asset classes including public equities, fixed income, and alternative investments. Portfolio managers work with research teams to evaluate sustainability factors relevant to investment recommendations.
Regional Offices Emphasize Sustainability Criteria
The Valencia office in Spain specifically highlights sustainability and ESG criteria in its investment approach. Luis Capilla, who heads the office, said these considerations form cornerstones of the team’s work with clients.
“Sustainability and ESG criteria will remain cornerstones of our work,” Capilla said. “We envision that every decision we make will have a positive impact, not only for our clients but also for the community.”
The Spanish operations coordinate with teams in Luxembourg, Paris, London, Madrid, and Barcelona on ESG integration. Consistent application of sustainability criteria across locations ensures clients receive similar analysis regardless of which office serves their relationship.
Investment recommendations consider both financial returns and sustainability impacts. Portfolio construction balances client objectives with ESG considerations to create solutions addressing multiple priorities.
Employee Well-Being Reflects Broader Commitment
The institution’s responsibility commitment extends beyond investment processes to employee programs and professional development. The bank provides training opportunities, cultural events, and activities supporting staff well-being.
This internal focus aims to create an organizational culture aligned with the sustainability principles applied to client portfolios. Employee engagement in responsible practices reinforces the institution’s broader ESG commitment.
The wealth management platform employs approximately 700 people across 10 countries. ESG integration requires staff education and ongoing development to maintain expertise in evolving sustainability standards.
Client dialogue increasingly incorporates sustainability topics as awareness grows of environmental and social challenges. Relationship managers discuss ESG considerations during portfolio reviews and investment planning conversations.
The bank’s UN PRI signatory status provides external validation of its responsible investment approach. Regular assessments evaluate the institution’s governance, strategy, and implementation of sustainability principles.
Portfolio managers must balance multiple objectives when incorporating ESG factors. Client return requirements, risk tolerance, and values vary, requiring customized approaches rather than standardized sustainable portfolios.
The institution positions responsible investment as consistent with long-term wealth preservation. Sustainability risks including climate change, social inequality, and governance failures can affect investment returns over extended periods.
Family ownership enables patient capital deployment aligned with sustainable value creation. The founding family’s continued involvement demonstrates commitment to principles beyond short-term financial performance.