The team defines an optimal asset allocation and draws on the know-how of various equity and bond specialists throughout Pictet Asset Management to construct client portfolios.
We are firm believers in a personal approach because each institutional client has its own expectations about the returns on investments, tolerance to risk and investment time-frame. This personalised approach is not restricted to the investment side, but applies to the relationship with the client as a whole.
The Balanced Team is in charge of managing mixed mandates (equities and bonds) in accordance with the restrictions and objectives of each client. This group of 6 experienced asset managers defines an optimal allocation and draws on the know-how of equity and bond specialists to construct the portfolio.
On a total portfolio level we aim to add value through both tactical asset allocation and stock selection.