Advising private clients, families and institutions with global diversification and overseas investment opportunities
The distinguishing feature of our approach is the depth and breadth of planning before we implement a wealth management strategy.
Recognized as a Swiss leading investment advisor
Clients come to Pictet North America Advisors (PNAA) for the attention, time, and expertise our teams give them. They appreciate the difference it makes to work with an independent firm aligned around their interests, with no pressures from external shareholders.
Tailored services
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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.
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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.
Our approach to wealth management
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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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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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Investment and Planning – a financial map for your life
Successful investment starts with a well-structured plan. Understanding your objectives helps your advisor fine-tune your portfolio with assets that balance your needs. Begin with a sound plan and decide your investment approach. Whether hands-on or hands-off, benefit from the wisdom of the world’s experienced asset managers.
Client disclosures
Vision. Knowledge. Responsibility. We take them with us wherever we go.
What sets us apart
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Swiss based
Switzerland, the home of our head office, is well-known for its political and financial stability. Based in Geneva, a renowned financial center for private banking, we are able to put Switzerland’s asset management experience at your service. Despite being Swiss-based, your advisors will be regularly available to you, either remotely or through frequent visits.
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Entrepreneurial spirit
We combine entrepreneurial spirit and long-term thinking. Our independence allows us to think and act long term, without external pressures to maximize profits. This means we can be entrepreneurs and actively pursue what we think makes sense – not what analysts or media may consider the flavor of the month. Our sole purpose is being your partner in managing your wealth.
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Investment-focused
Achieving your investment goals requires more than just managing financial assets. Pictet North America Advisors puts the specific needs of clients at the heart of our investment process. We rely on a community of independent-minded professionals to become a trusted investment partner for wealthy North American individuals and families.
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Long-term
In times of global unease, we retain perspective by resisting the temptations of short-term thinking and opting instead for a focus on the long-term. This is the approach we use in managing our operations as well as our clients’ wealth.
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Independent
Our independence allows us to set our own business strategy without external pressure, thereby giving us the freedom to focus on our sole purpose: managing your wealth.
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Stable
As part of the Pictet Group we are the beneficiaries of solid financial fundamentals that make it possible for us to weather market turmoil and geopolitical uncertainties.
Our team
We are committed to ensuring that our relationship with you is founded on a genuine and long-lasting partnership.
More information
If you’d like to find out more about how we could help you or have any other questions, please contact us.
