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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.

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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.

Global offering

SEC-Registered Investment Advisors

Pictet North America Advisors 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.
 
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 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 is:

  • A company set up under Swiss law
  • A 100% subsidiary of Pictet & Cie and a part of the Pictet Group
  • Registered with the SEC as an Investment Advisor


What we offer to our US clients
As a Swiss company based 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. Our investment capabilities span the globe, and 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


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 and Schedule F forms