PICTET ASSET MANAGEMENT LIMITED

RIASEC RegisteredEst. 1980
Total AUM
$24.4B
Discretionary
$24.4B
100% of AUM
Avg account
$194M
Accounts
126
Employees
314
Advisory reps
15

Firm details

Headquarters
LONDON,
CRD number
105205
Registered since
April 17, 1980
Custodians
JPMORGAN CHASE BANK, N.A. LONDON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BANQUE PICTET & CIE S.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles92.85%
  • Pension & Profit Sharing Plans4.51%
  • State / Municipal Government1.68%
  • Banking / Thrift Institutions0.66%
  • Corporations / Businesses0.3%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pictet Asset Management Limited is a corporation focused on institutional clients and has been SEC-registered since 1980. The firm is foreign-owned and operates as an investment manager for institutional mandates and pooled vehicles, with advisory responsibilities that include portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. It identifies as an active ESG investor and conducts business activities that include acting as a CPO/CTA. Its fee arrangements combine percentage-of-AUM charges with performance-based fees. The firm’s profile and affiliations indicate involvement across capital markets beyond pure advisory work: regulatory filings list connections to brokerage, futures commission merchant activity and roles as sponsor or manager of pooled investment vehicles. That mix suggests Pictet Asset Management Limited supports both long-only asset management and vehicles or strategies that require trading, product sponsorship or derivatives oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Sovereign Bonds 54%, Investment Grade Corp Bonds 18%, Exchange Traded Equities 10%, US Government Bonds 5%, Cash & Cash Equivalents 5%, Private Funds 4%, Non-Investment Grade Corp Bonds 2%54%
  • Sovereign Bonds54%
  • Investment Grade Corp Bonds18%
  • Exchange Traded Equities10%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 9
  • ROBERT HENDERSON

    Chief Compliance OfficerCRD 8134657

  • OLIVIER GINGUENE

    Board Member and Chief Investment OfficerCRD 5101184

  • JOHN SAMPLE

    CCO / Chief Operating OfficerCRD 5628297

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Contacts

3 of 6
  • CHARLES JENKINS

    Head of Human ResourcesCRD 6464651

  • NICOLAS TSCHOPP

    Associate General CounselCRD 6760312

  • LUCA DI PATRIZI

    Equity PartnerCRD 6622438

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 70

Active vs passive

$430M in ETFs

Passive

100%

$430M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$72.8M630,83316.93%

Location

Primary office

LONDON, null

Location

LONDON, null

Headquartered in LONDON, null.

Address
120 London Wall
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth