Advisory mandate
Advisory mandates are designed for clients who wish to keep control of their asset allocation, manage the positions in their portfolio themselves while benefitting from ongoing interactions with Pictet North America Advisors experts.
Investment advisory services
In our role as your trusted partner, we accompany you throughout the lifecycle of your investment while giving you the flexibility to choose your degree of involvement. You decide upon the scope of the advice, interaction and monitoring you receive. We ensure that you understand and are comfortable with your investment strategy at all times.
Our advisory mandate provides you with access to a variety of options for implementation, including in-house managed strategies, funds, single lines and derivative-based investments. This enables you to design your own asset allocation. You also benefit from the expertise of a dedicated investment specialist. As part of the mandate, we provide you with access to our investment ideas across all asset classes and available products. We also offer customized advice and dedicated investment portfolio services. While you are free to determine your level of involvement, the mandate enables you to benefit from regular contact and investment advice.
Key features of our advisory mandates
Portfolio services
We begin by understanding your objective, your time horizon and your attitude to risk.
Investment decision
With advisory management at Pictet North America Advisors, you remain in control of every investment decision. We provide ideas and analysis to help you weigh opportunities before you choose to execute.
A collaborative approach
An advisory mandate with Pictet North America Advisors is built on dialogue. You interact with your investment specialist, who shares perspectives and helps you refine your convictions within a disciplined framework.
What an advisory mandate can bring you?
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International diversification
We offer genuine international diversification in local currencies and constructing multi-currency portfolios. Our access to a network of local custodians enables us to reach a broad range of markets and investment opportunities worldwide, allowing you to benefit from a truly global approach.
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Alignment of interests
Our interests are fully aligned with yours. Our compensation is tied to the assets we manage on your behalf - not to the sale of specific products. We do not offer any proprietary products, ensuring our advice remains objective and unbiased. Transparency is a core value for us, and we are always clear about how we are compensated.
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Investment analysis
You can benefit from in-depth fundamental and macroeconomic analysis, sector research, and market insights.
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Investment ideas
From our investment ideas to personalized advice on asset allocation, we provide access to a opportunities across regions, sectors, and asset classes.
How does an advisory mandate work?
Investment journey
We start by working together to define the right asset allocation for you. This process is guided by your long-term goals, risk appetite, liquidity needs, and any specific preferences you may have. The core of your portfolio will reflect our primary investment themes, while we can also incorporate more tactical ideas to capture shorter-term opportunities. If you wish, we can structure your portfolio into different “buckets”, each designed to meet a particular objective.
Our approach is multi-asset and multi-currency by design. The mix of asset classes and currencies is tailored to your preferences and the current market environment. We use asset allocation tools to model potential outcomes, giving you a clear, forward-looking view of how your portfolio could perform - so you can decide if the strategy is right for you.
As we move into implementation, we remain by your side, ready to adjust the portfolio as markets evolve or as your needs change. Once your portfolio is in place, you decide how often we connect. We recommend at least a quarterly review, but we’re always available for ad-hoc discussions - whether prompted by market events or specific positions in your portfolio.
Our goal is to provide a highly personalized, proactive investment experience, ensuring your portfolio continues to reflect your ambitions and priorities.
Contact us
If you’d like to find out more about our advisory mandates or have any other questions, please contact our experts using the form below.
