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, fee-based registered investment adviser that has been SEC-registered since 2007. The firm is owned by a combination of foreign-entity and individual interests and describes itself as a capital allocator serving both high-net-worth individuals and families alongside institutional clients. Its advisory work centers on discretionary portfolio management for individuals and small businesses, with fees charged as a percentage of assets under management. The firm does not self-identify as an active ESG investor and does not report multistate adviser status. Regulatory and industry roles the firm is affiliated with include broker-dealer relationships, other investment adviser arrangements, commodity pool or trading-related registrations (CPO/CTA), futures commission merchant activity, banking/thrift institution links, and positions as sponsor or general partner of pooled investment 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 3
Francesco Rocciolo
Chief Executive OfficerCRD 4328402
Maryam Yousefian
Chief Compliance OfficerCRD 6691812
Jean-jacques Vaucher
Chief Operating OfficerCRD 6370595
Contacts
3 of 6Luis Javier Mas Gomara
Client Relationship AdvisorCRD 6398511

John Reinsberg
Deputy ChairmanCRD 2204868
Giovanni Viani
Equity PartnerCRD 5989161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$404M in ETFs
74%
$298M
16%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $57.5M | 156,679 | 14.24% |
Location
Geneva, null
Location
Geneva, null
Headquartered in Geneva, null.
- Address
- 48 Rte Des Acacias
- Office locations
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