Our approach to Wealth Management
Since its creation in 2007, Pictet North America Advisors has been helping private clients and family offices build their businesses, protect, grow and manage their wealth and preserve it for future generations.
Swiss wealth management: tailored strategies
The distinguishing feature of Pictet North America Advisors’ approach is the depth and breadth of planning before we implement a wealth management strategy. No matter who you are or where your wealth comes from, the role of an investment advisor is the same: to understand what you want to do with your wealth and to help you devise and implement a strategy to achieve your objectives.
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Security – ingredients for peace of mind
A business model focused on protecting and increasing your wealth; a well-capitalized institution; a proven track record in looking after your assets; an approach that is suitably risk-averse.
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Planning – a financial map for your life
Successful investment is based on a well-structured plan. Understanding your objectives will help your advisor fine-tune your portfolio with the types of assets that will balance your needs – for growth, for continuity and for your goals in life.
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Investment – putting your wealth to work
Begin with a sound plan, and then decide on the approach you want to take toward investing your wealth. Are you a hands-on or a hands-off investor? Whichever one you are, you should seek to benefit from access to the accumulated wisdom of some of the world’s experienced asset managers.
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International diversification – a different perspective
An internationally diversified investment strategy requires an advisor with a global outlook and an in depth understanding of markets around the world and of the trends shaping the international economy.
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Relationship – your own trusted advisor
A close, long-term understanding of your personal and financial circumstances, absolute discretion and access to a world of specialist expertise – these characteristics allow your investment advisor to add independent insight to your thinking and bring new ideas to your attention.
Vision. Knowledge. Responsibility. We take them with us wherever we go.
Investment diversification
With Pictet North America Advisors, you will benefit from true diversification of perspective.
We will help you diversify your wealth through a global portfolio to unlock investment potential that may not be easily available in the United States. Additionally, foreign currencies exposure provides diversification advantages, by reducing dependency on a single currency and mitigating its purchasing price volatility. From our base in Switzerland, we can help you achieve your financial goals through tailored investment solutions that draw on our skills in multiple jurisdictions, markets and currencies.
Our portfolio diversification strategy
Diversifying your investment portfolio effectively calls for a disciplined approach, where asset allocation is paramount for achieving long-term returns. This strategy favours active management, including exploring private markets for potential added premia, and systematically undertaking calculated risks (term, credit, liquidity) whilst integrating ESG factors. Success hinges on rigorous valuation assessment through independent research and constructing portfolios with diverse, uncorrelated investments.
How our teams can support you
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Building effective teams
The most effective investment teams prefer debate to consensus, dissent to harmony, and humility to complacency. Success in active management is achieved by small teams of diverse specialists with clear roles and full accountability for their performance.
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Defending clients’ interests
We manage assets on behalf of our clients and must never lose sight of the fact that their interests come ahead of our own.
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Engaging with people
We believe in responsible capitalism. As an investor, it is our responsibility to engage with corporate issuers to seek improvements to their practices and mitigate negative impacts on society.
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.
Offices in Switzerland
Digital access to your portfolio
As well as instant access to your portfolio, state-of-the-art digital platforms provide access to our best investment ideas. Our digital solutions are designed for you to access your documents and positions in an easy, holistic and secure manner.
Pictet Connect and Pictet Wealth app are our online tools that enable you to view data at your portfolio level or consolidated level, to access financial research, to store your data and correspondence, and to send and receive secure e-mails.
Designed for mobile and desktop devices, our banking application provides users with a best-in-class, interactive digital experience.
For more information contact your relationship manager.
Assistance to clients and questions
If you would like to use this application or Pictet Connect, or simply access your portfolio, please inform your relationship manager. If there are any technical issues, please contact the Client Call Center. From the USA dial 011 800 1805 1805 (local number) or call us directly on +41 58 323 4567 (normal international rates). If you cannot reach us by telephone, please use the following email address: