Pictet Asset Management SA

RIASEC Registered
Total AUM
$331B
Discretionary
$331B
100% of AUM
Avg account
$571M
Accounts
579
Employees
549
Advisory reps
18

Firm details

Headquarters
Geneva,
CRD number
140074
Registered since
June 13, 2006
Custodians
UBS FINANCIAL SERVICES INC., BANQUE PICTET & CIE S.A., THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles86.04%
  • Pension & Profit Sharing Plans8.92%
  • State / Municipal Government3.51%
  • Banking / Thrift Institutions0.4%
  • Charitable Organizations0.39%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pictet Asset Management SA is a corporation operating as an institutional registered investment adviser. The firm is SEC-registered (since 2006) and serves primarily institutional clients, charging both AUM-based and performance-linked fees. Its advisory mandate spans portfolio management across individuals and small businesses, investment companies, pooled investment vehicles, and institutional clients. The firm also lists CPO/CTA activity and maintains a range of industry affiliations that include broker-dealer, futures commission merchant, banking/thrift institution links, and sponsor or manager roles for pooled vehicles. Pictet Asset Management SA identifies itself as an active ESG investor.

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 59%, Private Funds 29%, Investment Grade Corp Bonds 7%, Sovereign Bonds 3%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%59%
  • Exchange Traded Equities59%
  • Private Funds29%
  • Investment Grade Corp Bonds7%
  • Sovereign Bonds3%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 9
  • Olivier Ginguene

    Olivier Ginguene

    Board Member and Chief Investment OfficerCRD 5101184

  • Sebastien Eisinger

    Sebastien Eisinger

    Managing Partner and Co-Chief Executive OfficerCRD 5413267

  • Philippe De Weck

    Chief Investment OfficerCRD 4392198

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Contacts

3 of 9
  • Derick Bader

    Head of MarketingCRD 6464645

  • Charles Jenkins

    Charles Jenkins

    Head of Human ResourcesCRD 6464651

  • Luca Di Patrizi

    Luca Di Patrizi

    Equity PartnerCRD 6622438

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 53

Active vs passive

$405M in ETFs

Passive

100%

$405M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (EMB)BlackRockPassiveEmerging Markets Bond$56.2M649,50013.87%

Location

Primary office

Geneva, null

Location

Geneva, null

Headquartered in Geneva, null.

Address
60 Rte Des Acacias
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth