Pictet North America Advisors SA

RIASEC RegisteredEst. 2007
Total AUM
$5.3B
Discretionary
$5.3B
100% of AUM
Avg account
$6.6M
Accounts
800
Employees
18
Advisory reps
9

Firm details

Headquarters
Geneva,
CRD number
142512
Registered since
February 13, 2007
Custodians
BANQUE PICTET & CIE SA
Fee structure
Percentage of AUM
Client types
  • HNWI77.23%
  • Corporations / Businesses22.15%
  • Individuals0.5%
  • Charitable Organizations0.13%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pictet North America Advisors SA is an independent RIA that functions as both an allocator to external managers and a direct portfolio manager. Registered with the SEC since 2007, the firm serves individual and family clients as well as institutional accounts and charges fees based on a percentage of assets under management. Its business footprint includes broker‑dealer activity alongside portfolio management for individuals and small businesses, and its corporate structure reflects foreign-entity ownership alongside individual ownership. The adviser is not flagged as an active ESG investor. Industry affiliations noted for Pictet North America Advisors SA extend beyond traditional advisory roles: it has relationships consistent with acting as a broker‑dealer, other investment adviser, CPO/CTA, futures commission merchant, banking or thrift institution, and as a sponsor or general partner of pooled investment vehicles. Those affiliations, together with its designation as a capital allocator, suggest the firm both selects third‑party managers and can originate or sponsor pooled products.

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 46%, Private Funds 15%, Investment Grade Corp Bonds 13%, US Government Bonds 10%, Sovereign Bonds 7%, Cash & Cash Equivalents 7%, Other 2%46%
  • Exchange Traded Equities46%
  • Private Funds15%
  • Investment Grade Corp Bonds13%
  • US Government Bonds10%
  • Sovereign Bonds7%

Owners & executives

3 of 3
  • Francesco Rocciolo

    Francesco Rocciolo

    Chief Executive OfficerCRD 4328402

  • Maryam Yousefian

    Chief Compliance OfficerCRD 6691812

  • Jean-jacques Vaucher

    Chief Operating OfficerCRD 6370595

Contacts

3 of 6
  • Luis Javier Mas Gomara

    Client Relationship AdvisorCRD 6398511

  • John Reinsberg

    John Reinsberg

    Deputy ChairmanCRD 2204868

  • Giovanni Viani

    Equity PartnerCRD 5989161

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 90

Active vs passive

$357M in ETFs

Passive

79%

$281M

Active

20%

$76M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$66.8M155,96118.74%

Location

Primary office

Geneva, null

Location

Geneva, null

Headquartered in Geneva, null.

Address
48 Rte Des Acacias
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth