PICTET ASSET MANAGEMENT SA

RIASEC RegisteredEst. 2006
Total AUM
$331B
Discretionary
$331B
100% of AUM
Avg account
$572M
Accounts
578
Employees
549
Advisory reps
17

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 Vehicles86.01%
  • Pension & Profit Sharing Plans8.92%
  • State / Municipal Government3.51%
  • Banking / Thrift Institutions0.44%
  • 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 operates as a corporate asset manager serving primarily institutional clients. The firm offers discretionary portfolio management across a broad set of mandates, including individual and small-business portfolios, investment companies, pooled investment vehicles and institutional/business accounts. Its fee model combines percentage-of-assets and performance-based fees, and it is registered with the SEC (initial registration in 2006). Pictet Asset Management SA identifies as an active ESG investor and lists CPO/CTA activity among its business lines, reflecting capacity to trade futures and other derivatives. The firm maintains a range of industry affiliations that extend beyond pure advisory work: it has ties to broker‑dealer activity, futures commission merchant functions, banking/thrift institutions, and sponsor/manager roles for pooled investment vehicles and limited partnerships. That mix signals a platform that both manages discretionary mandates and sponsors or places capital into structured and third‑party vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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: 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
  • LAURENT GAYE

    Chief Technology OfficerCRD 8182563

  • CEDRIC VERMESSE

    CFOCRD 6464647

  • OLIVIER GINGUENE

    Board Member and Chief Investment OfficerCRD 5101184

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Contacts

3 of 8
  • XAVIER BARDE

    Chairman of the Board of DirectorsCRD 5813261

  • NIALL QUINN

    DirectorCRD 6559472

  • SUZANNE HAURY VON SIEBENTHAL

    Non-Executive DirectorCRD 7881480

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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 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)JP MorganPassiveEmerging 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