Pictet North America Advisors SA

RIASEC Registered
Total AUM
$5.3B
Discretionary
$5.3B
100% of AUM
Avg account
$6.6M
Accounts
800
Employees
18
Advisory reps
8

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 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

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
  • Jean-jacques Vaucher

    Chief Operating OfficerCRD 6370595

  • Maryam Yousefian

    Chief Compliance OfficerCRD 6691812

  • Francesco Rocciolo

    Francesco Rocciolo

    Chief Executive OfficerCRD 4328402

Contacts

3 of 5
  • John Reinsberg

    John Reinsberg

    Board of Directors MemberCRD 2204868

  • Maurice Turrettini

    DirectorCRD 5672756

  • Giovanni Viani

    Equity PartnerCRD 5989161

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 88

Active vs passive

$362M in ETFs

Passive

77%

$279M

Active

13%

$83.7M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$54.2M142,92814.96%

Location

Primary office

Geneva, null

Location

Geneva, null

Headquartered in Geneva, null.

Address
44 Rue Des Noirettes
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth