Entrepreneurs managing business and private assets
With a deep expertise in wealth management, we specialise in structuring business and private assets for entrepreneurs. Our tailored solutions cater to clients seeking bespoke asset allocations strategies.
A fortress for its clients
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About Pictet
Our independent partnership structure allows us to seamlessly blend entrepreneurial values with business expertise. As entrepreneurs ourselves, we understand the journey our clients are on. We dedicate time to understanding our clients' visions and priorities, offering tailored support through business exits and strategic planning for the future. Our focus is on securing their wealth and fostering growth, empowering entrepreneurs to achieve their goals with confidence.
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Stability in times of uncertainty
Pictet has been independently owned since 1805. With no pressure from shareholders, we have the luxury of being able to think long-term and in the best interest of clients. Our stability lets us stand tall over time, innovate and honour our commitment to serving clients across generations.
We aim to be crisis-proof and grow at a controlled pace. We do not play with our balance sheet. Stability is a priority for us.
The life-cycle of entrepreneurship
An idea develops into a business proposition, to offer a service or product. A more serious business plan starts to take shape.
To make the idea reality, the entrepreneur needs some funding – whether from a bank or another source.
For a business to develop and last, it must face and become resilient to the many challenges of a turbulent environment.
Even in difficult times, entrepreneurs with a commanding business proposition can offer their customers and clients a unique product or service that creates and justifies price premia.
In today’s uncertain world, global mobility has become big business. Governments are competing to attract entrepreneurs and their capital.
Once the business is strong, the entrepreneur might choose to crystallise its value by selling all or part of the company. This opens new possibilities and makes the realised wealth available for new ventures and ideas – such as innovative start-ups, Small and Medium Sized Entreprises (SMEs), and investments in the “real” economy.
With their wealth freed up after the sale of the business, the owner-turned-investor may look to venture new entrepreneurial projects and/or foster a positive impact in the society.
Planning for today and tomorrow
Selling your business is a transformative milestone. It’s both an emotional and strategic pivot. We understand it isn’t just a financial transaction, but the start of a new chapter and an opportunity to crystallise years of hard work. The decision comes with great responsibility. True value is realised when you have a clear purpose and well-defined post-exit aims. Reflecting on what matters most, including family perspectives and futureaspirations, helps ensure the outcome is what you had envisioned.
Thanks to our heritage, we are uniquely positioned to guide and help you navigate this journey through our bespoke wealth solutions lay the foundation for wise investing and future opportunities.
Structuring your wealth
Maintaining your lifestyle
Ensuring your legacy
Finding a new purpose
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Pursuing new ventures
Former owners looking to stay actively involved in business have newfound freedom to put their cash into new ventures as an individual, either by setting up a new business, or by buying a direct stake in a company. Partnerships can be formed to finance new businesses via private equity, co-investments or venture capital funds.
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Seeking a positive impact
Many owners-turned-investors use their wealth and time to bring about positive change, either through impact investing or entrepreneurial philanthropy. The right approach depends on your personal values and goals. Expert advice helps identify the most effective strategies and ensures your efforts make a meaningful difference.
Our extensive expertise
As experts in wealth planning and investment solutions, we understand the unique journey of entrepreneurs and the complexity that comes with each transition from managing financial possibilities to planning for the wealth transfer.
Our renowned experience in private markets provides a deep understanding of how investments operate, and where opportunities to create value lie, helping you make informed decisions aligned with your long-term goals.
There are several options for structuring and managing new wealth:
- A family office: a complete solution for investment decisions and tailored solutions.
- An outsourced investment committee: a board created to steer the strategic direction of your portfolio. It might include several family members operating under the terms of a charter.
- Private funds: a regulated structure for consolidating an individual’s or family’s assets. It invests in one or more discretionary strategies and provides economies of scale and strong portfolio hedging.
Clients come to Pictet for the attention, time, and expertise our teams give them. Owned by entrepreneurs, we understand the challenges and aspirations of business leaders, enabling us to craft tailored solutions and personalised asset allocation strategies.
Entrepreneurs stories
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Supporting the next generation through investment and philanthropy
Entrepreneur Martin Port says he just can’t stop working, despite two successful multimillion-euro exits. Not interested in the trappings of wealth, British-born Port now focuses on investment, building his latest start-up, supporting the next generation and charity work – with the help of his wife.
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Applying business skills to philanthropy
When Gordon Morrison’s family construction business was sold, he became a philanthropist and real estate developer. Applying his business acumen and experience to his charity work has allowed him to make a significant difference.
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How to drive philanthropic efforts to tackle climate change
Jane Burston was Head of Climate and Energy Science in the UK government, before becoming the founding executive director of the Clean Air Fund, empowering those working to make the world’s air breathable.
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Changing the way the pharma industry and academia work together
Professor Chas Bountra has dedicated his career to breaking down barriers between academia and the pharmaceutical industry, driven by a belief that true medical innovation thrives on collaboration. Uninterested in convention, Bountra has pioneered partnerships and open innovation, helping to transform Oxford into a leading hub where diverse expertise and ideas accelerate the discovery of life-changing medicines.
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Contact our expert in the UK
Our global team is at your disposal for any information you may need. We look forward to hearing from you and discussing what we can do to help you.
