Discretionary mandate
A discretionary mandate with Pictet North America Advisors gives you access to global investment opportunities beyond the US. We leverage our Swiss heritage and international expertise to manage your portfolio, guided by your goals and preferences.
Discretionary portfolio management
Through a discretionary mandate, you entrust the day-to-day management of your assets to Pictet North America Advisors. Our discretionary portfolio management service is designed for those who want a professionally managed portfolio aligned with their long-term objectives, risk profile and constraints and who seek to benefit from investment opportunities across Europe, Asia, Emerging Markets and beyond.
Benefits of our discretionary mandates
-
Geographic diversification
With our international expertise and global investment platform, you gain access to markets and investment opportunities beyond the United States. We build globally diversified portfolios, incorporating assets from Europe (including Switzerland), Asia, emerging markets, and other regions.
-
Professional, time-saving portfolio delegation
Discretionary portfolio management allows you to delegate the complexity of investment decisions to professionals, saving time while maintaining a structured, disciplined approach to your wealth.
-
Access to investment specialists
Through your discretionary investment management relationship, you benefit from the experience of portfolio managers and the resources of a global investment platform, including research, risk management and specialised strategies.
-
A portfolio aligned with your long-term objectives
Your portfolio is designed and managed to reflect your long term objectives, not short-term market movements. As your circumstances evolve, we can adapt the mandate so that the strategy remains aligned with your goals.
-
Enhanced agility across market cycles
Delegation allows us to react swiftly to changing conditions within the framework you have agreed. This agility can be particularly valuable in volatile markets, where timing and execution are critical.
We aim to deliver attractive rates of return by investing in a small number of competitively advantaged and well-managed companies.
Our offering
Depending on your individual investment objectives, you can choose to delegate your asset allocation through multi-asset managed strategies, tailor your allocation with bespoke solutions, or design your own asset allocation through single asset managed strategies.
Multi-asset managed strategies
The multi-asset managed strategies follow a diversified, actively managed approach aiming to benefit from market trends, while optimizing risk adjusted returns. It offers a diversified exposure across a wide range of asset classes and currencies. The allocation pursues a goal of long-term economic value creation with an investment profile adapted to your needs.
Multi-Asset Conservative in USD
Multi-Asset Moderate Growth in USD, CHF, EUR or GBP
Multi-Asset Growth in USD
Single asset mandates
The single asset mandates focus on investing in a specific asset class, leveraging our expertise and a disciplined investment process. Each mandate is designed to provide targeted exposure, whether to equities or fixed income, allowing for a tailored approach that aligns with your objectives. Through active management and rigorous analysis, we aim to identify opportunities.
USD fixed income
International fixed income (non-USD)
World ex-US equities
Swiss equities
US equities
Bespoke portfolios
For these fully customised strategies, we work closely with you to incorporate your individual preferences and constraints, ensuring your portfolio is thoughtfully tailored to your needs. Whether your priorities are capital preservation, liquidity, or protection against inflation, we can design portfolios focused on specific asset classes, including cash and gold. This approach allows you to benefit from a highly personalized allocation, whether you seek growth, income, or a defensive positioning with a strong emphasis onsafe-haven assets.
How does a discretionary mandate work?
Our mandate offers a 3-step process: assessing, designing, monitoring.
-
1. Assessing your profile
Discretionary investment management begins with a clear understanding of your situation. Rather than relying on standard models, your mandate is built entirely around your specific priorities:
- Your objectives: Defining your performance and wealth preservation goals.
- Family context: Aligning your wealth with your family's structure and future generation planning.
- Liquidity needs: Ensuring capital is available when you need it.
- Time horizon: Structuring investments around your specific timeline.
-
2. Designing a diversified investment strategy
Your portfolio manager constructs a diversified strategy tailored to your profile. Once approved, we actively manage your investments to adapt to changing markets:
- Diversification: Built across asset classes, currencies, geographic regions, and investment styles.
- Implementation: Execution of the agreed strategy with precise position management.
- Rebalancing: Dynamic adjustments as markets and your personal conditions evolve.
-
3. Monitoring your portfolio on your behalf
While you retain ultimate control through your mandate parameters, we handle the execution and oversight to optimize your returns:
- Evaluation: Comprehensive monitoring of market risks and performance factors.
- Execution: Swift implementation of adjustments to capture market opportunities.
- Time efficiency: Professional oversight, saving you time by managing decisions on your behalf.
Why Pictet North America Advisors?
We have always focused on delivering comprehensive investment services to our clients.
-
Francesco Rocciolo
Chief Executive Officer
-
Mussie Kidane
Chief Investment Officer
-
René Elste
Team Leader, East – Relationship Manager
-
Philippe Kuster
Phil: Team Leader, West – Relationship Manager
We have forged a community of independent-minded professionals to become a trusted investment partner for wealthy individuals and families in the US and Canada. As a Swiss investment advisor, our independence allows us to set our own business strategy without pressure from external shareholders or creditors. Our global investment capabilities and outlook enable us to offer particular expertise beyond US markets, including Europe, Asia, and Emerging Markets.
Contact us
If you’d like to find out more about our discretionary mandates or have any other questions, please contact our experts using the form below.
