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
Website
www.am.pictet
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%

Firm profile

FINTRX

Overview

Pictet Asset Management SA is reported as an institutional registered investment adviser organized under a foreign/individual owner structure. The firm serves institutional clients and charges a mix of percentage-of-assets and performance-based fees. Regulatory and business activity notes identify Pictet as engaging in commodity pool operator/commodity trading advisor functions and having affiliations across broker-dealer, futures commission merchant, banking/thrift and sponsor/GP roles for pooled vehicles. The firm is described as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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

  • Laurent Gaye

    Chief Technology OfficerCRD 8182563

  • Cedric Vermesse

    Cedric Vermesse

    CFOCRD 6464647

  • Olivier Ginguene

    Olivier Ginguene

    Board Member and Chief Investment OfficerCRD 5101184

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Contacts

3 of 9

  • Xavier Barde

    Chairman of the Board of DirectorsCRD 5813261

  • Niall Quinn

    Niall Quinn

    DirectorCRD 6559472

  • Suzanne Haury Von Siebenthal

    Non-Executive DirectorCRD 7881480

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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%
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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