Independent Investment Advice.
Over 35 years' experience in wealth management, asset management and corporate governance.
Why Miravest
Expertise gained across multiple market cycles in wealth management, asset management and strategic advisory.
What we do
At Miravest, we provide independent investment advice tailored to each client's objectives, financial situation and risk profile. Our approach begins with listening, investment discipline and a long-term perspective.
Arrange a consultationFor a number of clients, our strategy is implemented through the Miravest Global Balanced Fund, managed by Marc Amyot in his role as Portfolio Manager at PvB Pernet von Ballmoos AG.
We can also assist with the construction and monitoring of bespoke portfolios.
In all cases, investment decisions remain with the client.
Our expertise
Investment Advice
Independent recommendations based on your wealth objectives, investment horizon and risk tolerance.
Portfolio Review
An objective analysis of your investments to assess their consistency, diversification, costs and alignment with your objectives.
Selection and analysis of investment solutions
An independent assessment of funds, structured products and other investment vehicles to evaluate their quality, risks and suitability for your portfolio.
Board Directorship & Governance
Strategic guidance and independent oversight for companies seeking experienced board leadership. Drawing on extensive experience in finance, wealth management, and asset management, we contribute to sound governance, long-term strategy, and sustainable growth.
A specific situation to review?
Arrange a consultationInvestment philosophy
We firmly believe that sustainable value creation is based on three principles: disciplined capital allocation, rigorous diversification and prudent risk management.
Macro perspective
Our approach is grounded in a global macroeconomic analysis that identifies the regions, sectors and trends offering the best long-term prospects. This vision guides our investment recommendations across a broad universe of liquid assets.
Structural transformations
Beyond traditional asset allocation, we also seek opportunities linked to major economic, technological and societal transformations likely to generate sustainable growth.
Comprehensive wealth strategy
Each recommendation is assessed within the context of the client's overall wealth, with the aim of building resilient, diversified portfolios aligned with their long-term objectives.
Miravest Global Balanced Fund
Swiss investment fund with an actively managed strategy.
- Share class
- B CHF
- ISIN
- CH1555954135
- Domicile
- Switzerland
- Fund management company
- PvB Pernet von Ballmoos AG
Marketing communication. Before making any investment decision, please refer to the prospectus and the Key Information Document (KID). Investing involves risk. The value of investments may rise or fall and investors may not recover the amount originally invested. Past performance is not a reliable indicator of future results.
The founder
Marc Amyot
Marc Amyot is an entrepreneur, investment advisor, and board member with more than thirty-five years of experience in wealth management, asset management, entrepreneurship, and corporate governance.
He previously founded and sold an independent wealth management company and managed an award-winning balanced investment fund for more than fifteen years. Today, he brings this experience to Miravest, providing independent advice grounded in long-term thinking, disciplined investing, and practical business experience.
Contact usPerspectives
Luxury Beyond the Brand
Read →Miravest Global Balanced Fund – September 2026
Read →WHO’S YOUR AGENT?
Read →Monthly Investment Letter — August 2026
Read →What Should a Barrel of Oil Be Worth?
Read →Fund Update — Miravest Global Balanced Fund
Read →Receive our publications
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