Pilotage Private Wealth Ag

Overview

Pilotage Private Wealth Ag is an independent registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families and institutional clients. The firm’s fee model combines a percentage-of-assets arrangement with fixed-fee engagements. Its advisory scope covers financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutions. The ADV indicates a clear preference for equity exposure—particularly exchange-traded instruments—and the firm does not list itself as an active ESG investor. Pilotage lists an affiliation with a law firm, reflecting an emphasis on working alongside legal advisors for client-facing matters and complex wealth-transfer or corporate planning needs. The firm is not set up as a capital allocator and instead relies on external managers and pooled vehicles where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices