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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.


Investment Expertise

Achieving your investment goals involves more than just managing financial assets. A sensible overall structure, adequate inheritance planning or asset protection and investments which take account of tax implications.

 

All these elements can enhance solid results on the asset management side. We possess the skills and experience to provide you with the right advice, and where necessary to put you in touch with the relevant specialists.

Our global services offering linked with our investment expertise covers all of your wealth management needs.


Achieving your investment goals is our prime preoccupation. Accordingly, we do not hesitate to refer you where necessary to the appropriate experts for specific needs, whether within the Pictet Group or from outside sources.

 

Among others, the following services are available from the Pictet Group companies for you:

 

  • Reporting, whether fiscal or in the form of periodic statements, is an important part of keeping you informed and provides you with a valuable tool which helps you both to communicate and to take informed decisions at the right time.
  • Pictet & Cie consistently ranks as one of the world's top providers for custody services, will be able to satisfy demands from the most sophisticated of clients.

 

Investment philosophy: a structured approach 

Investment advice: a specialist's domain

Investment process: a highly disciplined approach 

 

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