Pictet North America Advisors SA
Firm details
- Headquarters
- Geneva,
- CRD number
- 142512
- Registered since
- February 13, 2007
- Website
- pnaa.group.pictet
- 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
FINTRXOverview
Pictet North America Advisors SA is an independent registered investment adviser that has been SEC-registered since 2007. The firm operates as a capital allocator for both individual/family and institutional clients, charging fees as a percentage of assets under management and providing portfolio management services for individuals and small businesses. Ownership is listed as a mix of foreign entity and individual interests. The firm does not characterize itself as an active ESG investor and is not identified as a multi-state or newly formed adviser. The firm’s regulatory and industry footprint extends beyond pure advisory work: FINTRX notes affiliations or roles that include broker-dealer activity, other investment advisory entities, commodity pool operator/CTA relationships, futures commission merchant connections, banking or thrift institution ties, and functions as a sponsor/GP/managing member of pooled investment vehicles. That mix suggests Pictet North America Advisors SA can both manage client portfolios and participate in or sponsor private pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Private Funds15%
- Investment Grade Corp Bonds13%
- US Government Bonds10%
- Sovereign Bonds7%
Owners & executives
3 of 3Jean-jacques Vaucher
Chief Operating OfficerCRD 6370595
Maryam Yousefian
Chief Compliance OfficerCRD 6691812

Francesco Rocciolo
Chief Executive OfficerCRD 4328402
Contacts
3 of 5
John Reinsberg
Board of Directors MemberCRD 2204868
Maurice Turrettini
DirectorCRD 5672756
Giovanni Viani
Equity PartnerCRD 5989161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$362M in ETFs
77%
$279M
13%
$83.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $54.2M | 142,928 | 14.96% |
Location
Geneva, null
Location
Geneva, null
Headquartered in Geneva, null.
- Address
- 44 Rue Des Noirettes
- Office locations
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