Client Access
Contact information
Press Relations
Direct Access
EN | DE | FR | ES | IT
decrease font size increase font size

Contact

Should you need further information, please contact us.


Pictet's investment philosophy

To manage wealth successfully, an effective investment philosophy must be built on lasting values. Our core values of independence, excellence, integrity and respect have been built up over generations. These values are translated into an investment philosophy with the following cornerstones: 

 

  • Understanding your needs
  • High quality advice 
  • Open and objective investments selection 
  • Sustainable investment returns 
  • Solid risk management

 

Investment process


Investment - Putting your wealth to work

We begin with a sound plan and then we decide the approach you want to take towards investing your wealth, according to your level of risk aversion. You can delegate the investment of your wealth to us or you can use the Bank's advice and services to make the decisions yourself. There are therefore three broad approaches to implementing a financial plan.

 

Mandates

Managed mandatesThese can be classic mandates investing according to specific investment grids or special mandates with a tailored or themed approach. Your plan will implemented by Pictet, whose analysts and investment managers will select appropriate investment funds or stocks to achieve your objectives. This choice demands the least intervention from you.

Advisory mandatesThese mandates are designed for people who want a more active involvement in the management of their wealth. Advisory mandates will enable you to take responsibility for implementing your plan, in partnership with our professionals. You will decide on your investments and you will be able to draw on the Pictet's ideas and suggestions for your portfolio. You will have access to our financial research on asset classes and may count on our full support in assessing whether they are likely to meet your objectives.

Execution onlyThis mandate meets the needs of totally independent decision makers. You take all the investment decisions for your portfolio, without active advice, using Pictet for execution through its trading desks. As an execution only client, you will have access to our investment funds, investment recommendations, market analysis reports as well as economic and business briefing papers. This will require you to be intimately involved with your investments on a day-to-day basis and prepared to take decisions at any time to react to changing market circumstances.