Solutions for financial intermediaries and institutions

Financial institutions and Intermediaries

Our funds can help you achieve the investment objectives of your clients and our servicing solutions can reduce the time you spend on administration, trading and reporting. 


Servicing solutions

We provide a comprehensive suite of servicing solutions including administration, trading and reporting. This allows you to focus purely on managing your clients’ investments.

Independent Asset Managers

You manage portfolios and provide expert advice and services for clients, so you need to have top-quality administrative tools and systems. With our clear and flexible platform, your onboarding, trading, custody services and reporting will be more efficient – and that means better results.

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Fund managers

Your business is managing investments and providing outstanding service. This is why we provide everything else. We deal with onboarding, servicing, legal and governance, with a dedicated approach that is both clear and flexible.

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About Pictet

We are a leading independent investment firm with more than 200 years’ experience. As long-term investors, we aim to direct capital to the real economy in a manner that improves the state of the planet. We do this by building responsible partnerships with our clients and the companies in which we invest.

Learn more about the Pictet Group

  • 681
    BN EUR
    Assets under management or custody*
  • 29.0
    Total capital ratio*
  • 198
    Liquidity coverage ratio*
  • 5400+
    Full-time equivalent employees

*Figures as of 31 December 2023

Financial intermediaries and advisors

There are hundreds of Pictet-managed and Pictet-recommended funds that intermediaries and financial advisors can pick from, in sustainability, alternatives, emerging markets, multi asset, thematics, fixed income and equities. Intermediaries and advisors also benefit from a custody service that is deeply rooted in the Pictet private banking heritage and a platform for independent asset managers and advisors that is both clear and flexible.

Our fund administration services includes onboarding, servicing, legal and governance for your clients. We also offer white-label solutions and fund governance (Manco or AIFM). We act as a one-stop shop for fund promoters. All this makes your fund administration and fund governance easier and less consuming of your fund management time. We believe intermediaries and advisors should spend their time investing and advising, not administrating.

I am a Financial institution or Intermediary
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