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Further information

More detailed information on all of our services and offerings specific to your requirements is available separately and upon request.


Who we are

Not only are we a SEC-registered Investment Advisor, but the history of the Pictet Group as well as our values of excellence, integrity and discretion, in combination with an investment team which is highly geared towards performance, which will help ensure that we will aim to satisfy your most demanding needs and bring innovative and performing ideas to the table.

In an area of business where speed of action can be vital, flexibility and expertise are key factors that can make all the difference, Pictet North America Advisors is here to serve you. 


Pictet North America Advisors

SEC-Registered Investment Advisors Pictet North America Advisors (PNAA) has been set up exclusively to meet the particular needs of US nationals and taxpayers who, like other nationalities across the globe, face specific constraints when it comes to their investment needs.

PNAA is a company set up under Swiss law, a 100% subsidiary of Pictet & Cie in Geneva and a part of the Pictet Group, and registered with the SEC as an Investment Advisor.

 

What we offer to our US clients

As a Swiss company headquartered in Geneva, we are able to offer you Switzerland's renowned asset management expertise, located in one of the world's foremost financial centers for private banking. As a member of the Pictet Group, wealth preservation is part of our tradition and history that we apply to our asset allocation mandates. Our international outlook provides us with particular know-how outside of the US markets, i.e. in Europe, Asia or the Emerging Markets.


Comprehensive set of services

 

  • Investment advice and international wealth management.
  • Products from leading industry providers around the globe.
  • Investments focusing on equities, bonds, mutual funds, structured products including derivatives for yield enhancement or capital protection, alternative products, currencies and commodities, in USD or your currency of choice (where applicable).
  • Referrals to internal and external experts for additional services including estate planning, tax optimization and reporting or global custody.

 

Investment expertise 

Portfolio management 

 

 

 

The information on this page is provided for informational purposes only and the services of Pictet North America Advisors SA are available only to its clients.

 

Additional legal information

 

Updated ADV II

 

In accordance with Rule 204-3 of the Investment Advisers Act of 1940,Pictet North America Advisors SA is required to offer its clients a copy of its disclosure brochure (Form ADV Part II) at least on a yearly basis. As a result, we would be delighted to provide our clients with a copy of our most recent version upon request.

Request updated forms