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.
Wealth management
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 advisors travel frequently to the United States and will be available to meet you regularly, either in person or remotely.
Our investment beliefs
Investing within a disciplined investment framework
We believe in the value of a rigorous approach that exploits market inefficiencies. Investment success stems from a repeatable process of gathering and analyzing information, taking decisions and executing them with discipline.
Asset allocation
Asset allocation, both tactical and strategic, is the most important driver of returns in the long run.
Active management, public and private markets
We refrain from the widespread use of passive investment, preferring an active approach. Private markets can offer return premia from illiquidity and the potential for asset transformation.
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.
Risk premia
Generating returns generally requires taking risks. We believe term, credit and liquidity risks are systematic. They offer tangible premia, depending on the time horizon and with due regard for environmental, social and governance factors.
Main sources of multi-asset returns
We believe assessing valuations — the best indicator of returns — requires a rigorous and independent research process that encompasses macro, industry and company-specific analyses and is based on fundamentals.
Portfolio construction
We prefer to implement our investment views through a range of diverse, uncorrelated decisions rather than a few large ones.
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.
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.
Digital solutions
Our solutions – Banking application or Pictet Connect – enable you to remain in touch with Pictet from anywhere. Thus your portfolio is at your fingertips at any time.
Banking application
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Secure messaging
Exchange messages with your relationship manager in a user-friendly, confidential and secure environment.
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Portfolio overview
View your portfolio, positions and daily transactions, and access historical performance data.
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Documents
Easily access all your correspondence with Pictet.
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Timeline
Find all the interactions on a single screen.
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Notifications
Receive instant notifications about your secure messages and portfolio.
Pictet Connect
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Your portfolios online
Your portfolios and the progress of your transactions can be viewed in real time. The information is adapted to your needs by means of simple, flexible presentations that are regularly enhanced.
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Storing your financial data
You will no longer need to store correspondence as your data will remain accessible to you for three years.
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Secure messaging
Receive and send secure e-mails directly via the Pictet Connect interface. All your messages are encrypted so you can transfer information and documents securely wherever you happen to be.