Asset allocation solutions
We offer a variety of solutions to help you achieve your goals, whether
you prefer to delegate your asset allocation with our multi-asset managed
strategies or wish to retain direct control over your investment decisions.
How we help build your asset allocation
At Pictet North America, we specialize in asset allocation strategies that cater to your unique investment needs. Whether you prefer a discretionary investment approach or wish to be actively involved through advisory investment solutions, we provide tailored strategies to suit your investment style.
Asset allocation solutions
Delegate your asset allocation
For those who prefer not to participate in investment decisions, our multi-asset managed strategies offer a seamless solution. These discretionary investment strategies utilize our continually updated insights to deliver asset allocation across various currencies, structured around core and tactical positions to meet local requirements and ensure compliance.
Multi-asset portfolios in different currencies
An investment approach that diversifies a portfolio across various asset classes, including equities, fixed income, cash, and alternatives, to optimize returns relative to risks by strategically and tactically allocating assets to capture market opportunities and manage risks over an economic cycle.
Design your asset allocation
For a personalized experience, leverage our expertise across all asset classes. This includes in-house managed strategies, funds, individual security, and selection, allowing you to maintain control over your asset allocation.
-
Single asset managed strategies
Focus on investing in a specific asset class, utilizing tailored approach. Our separately managed accounts provide transparency and control over the underlying positions, while leveraging in-house expertise for optimal asset allocation.
-
Advisory investment solutions
Provide tailored guidance and expertise to clients, allowing them to make informed investment decisions while leveraging Pictet North America resources.
Contacts
Swiss wealth management experts
If you’d like to find out more about how we could help you or have any other questions, please contact our Swiss wealth management experts.