Advisory mandate
Advisory mandates are designed for clients who wish to keep control of their asset allocation, manage the positions in their portfolio themselves while benefitting from ongoing interactions with Pictet experts.
Advisory mandate with Pictet
In our role as your trusted partner, we accompany you throughout the lifecycle of your investment with us, giving you the flexibility to choose your degree of involvement. While you decide upon the scope of the advice, interaction and monitoring you receive, we ensure that you understand and are comfortable with your investment strategy at all times.
Key features of our advisory mandates
Portfolio services
Investment decision
A collaborative approach
What an advisory mandate can bring you?
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Investment analysis and asset class expertise
Depending on your chosen advisory mandate, you can benefit from in-depth fundamental and macroeconomic analysis, sector research, and market insights, to regular publications such as our House View and Weekly Views.
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Investment ideas
From our top conviction investment ideas to personalised advice to help you determine your asset allocation, you can explore opportunities across regions, sectors, and asset classes.
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Digital access
As well as giving you instant access to your portfolio, our state-of-the art digital platforms enable you to choose to receive notifications solely about stocks that you hold in your portfolio.
Our offering
Taking into account your time horizon, risk appetite and reference currency, we provide you with a range of solutions so you can select the approach that best fits your goals.
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Access
Designed for investors who prefer to remain in charge of their investment decisions
Our Access Advisory mandate provides you with access to a variety of options for implementation, including strategies managed in house, funds, single lines and derivative-based investments. This enables you to design your own asset allocation. The mandate represents the entry point to our best investment ideas across all asset classes and available products. You can choose your level of involvement while benefiting from specific investment advice from your Relationship Manager.
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Advanced
Designed for investors who wish to benefit from dedicated investment advice
Our Advanced Advisory mandate provides you with access to a variety of options for implementation, including strategies managed in-house, funds, single lines and derivative-based investments. This enables you to design your own asset allocation. You also benefit from the expertise of a dedicated investment specialist. As part of the mandate we provide you with access to our best investment ideas across all asset classes and available products. We also offer customised advice and dedicated investment portfolio services. While you are free to determine your level of involvement, the mandate enables you to benefit from regular contact and investment advice.
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Direct
Designed for investors with a highly active approach
Our Direct Advisory mandate enables you to benefit from the expertise of an integrated team who will help you meet your unique objectives. While you can choose your level of involvement, the mandate provides you with access to our best investment ideas and dedicated advice. The solutions we propose are built around a diverse set of high-conviction ideas, which we adapt as market conditions evolve. Timely execution of orders and dedicated investment advice are the cornerstones of this offering.
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Expert
Designed for investors wishing to benefit from tailored expertise on their single-asset allocation
Our Expert Advisory mandate provides you with access to a variety of options for implementation, including strategies managed in-house, funds, single lines and derivative-based investments. This enables you to design your own asset allocation within specific asset classes. While you are free to determine your level of involvement, the mandate enables you to benefit from regular contact and investment advice from your Relationship Manager, Investment Specialist and our asset class experts.
What sets Pictet apart
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An independent group focused solely on clients’ interests
As an independent group, Pictet is not listed on the stock market and has no investment banking activities. Our business model centres on wealth and asset management, aligning our interests with yours.
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Deep multi-asset expertise across global markets
Pictet’s long experience in multi asset investing and risk management across global markets underpins the ideas shared through your advisory mandate.
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285BN CHFAssets under management*
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22Offices worldwide
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590+Investment professionals
*Figures as at 31 December 2025 (unaudited)
Learn more about Pictet
Investment insights and expertise
Our advisory management philosophy is guided by a long-term perspective. We seek to distinguish short-term noise from lasting trends and share our convictions.
Our investment teams rigorously review macroeconomic trends, asset allocation views, and associated challenges. Guided by this robust oversight, we focus on navigating market uncertainties by prioritising high-quality, resilient assets. At the same time, we seek opportunities in responsible innovation to address global challenges such as education, energy, and sustainability. This balanced approach aims to preserve capital and support long-term positive impact.
Latest investment insights
Contacts
If you’d like to find out more about our advisory mandates or have any other questions, please contact our experts using the form below.
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The products and services described may not be available in all jurisdictions. This is not a solicitation or offer to provide any service in any jurisdiction where the bank is not licensed.
