Pascal Investment Advisers SA

RIASEC Registered
Total AUM
$717M
Discretionary
$717M
100% of AUM
Avg account
$143M
Accounts
5
Employees
7
Advisory reps
2

Firm details

Headquarters
Nyon,
CRD number
338038
Registered since
December 9, 2025
Custodians
CITI PRIVATE BANK
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Sovereign Wealth Funds56.49%
  • Pooled Investment Vehicles34.94%
  • Charitable Organizations8.57%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pascal Investment Advisers SA is structured as an institutional registered investment adviser that serves institutional clients. The firm’s advisory remit centers on portfolio management for pooled investment vehicles and for businesses or other institutional entities. Its compensation mixes an asset-based fee with performance-linked fees, which aligns its economics with managers running collective strategies. The firm is classified as a foreign entity/individual ownership type and is flagged as not being a capital allocator. Pascal is not identified as an active ESG investor and does not advertise pension consultant services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • Bertrand Faure

    Managing DirectorCRD 8146502

  • Claude Bernasconi

    Head of Finance & OperationsCRD 8146534

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Nyon, null

Location

Nyon, null

Headquartered in Nyon, null.

Address
Rue De Rive 23
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth