Pictet Wealth Solutions

Firm foundations are essential when managing a fortune, providing a basis for a successful investment strategy through the generations.

Family governanceMaintaining and enhancing wealth in the long term demands a comprehensive and integrated approach to managing all forms of family capital.

Wealth planningTrusts, foundations and private investment companies can hold your wealth safely, optimise your tax exposure and assist in estate planning.

Investment strategyAnalysing the resources at your disposal and defining your personal goals will shape the strategic asset allocation necessary to achieve your objectives.

The practical arrangements for implementing your investment strategy are critical to its success.

Investment process and manager selectionOnce the strategic asset allocation is defined, investments can be selected, wealth managers chosen and management arrangements agreed.

Asset managementAdvice on selecting and managing assets, ranging from equities, bonds and funds to specialised investments such as hedge funds and private equity.

Active advisorySupport for investors who wish to take all the decisions for their portfolios – advice, research and privileged access to investment opportunities.

All the services needed to operate in global markets, administer assets worldwide and monitor the performance of investments.

Trading and market services Access to best-in-class trade execution and settlement for every type of investment – and preferred access to closed pools.

Banking and custodyA range of custody services that provide control over your investments and reduced administration costs – and a one-stop shop for investors with multiple managers.

Controlling and reportingTailor-made analytical reports to monitor relative and absolute performance as well as risk, and make reliable comparisons between assets and asset managers.