Discretionary mandate
A discretionary mandate streamlines your investment management. We make decisions on your behalf, guided by your goals and preferences.
Discretionary management mandate with Pictet
Through a discretionary mandate, you entrust the day-to-day management of your assets to Pictet. Our discretionary fund management service is designed for those who want a professionally managed portfolio aligned with their long-term objectives, risk profile and constraints.
Benefits of our discretionary mandate
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Professional, time-saving portfolio delegation
Discretionary fund management allows you to delegate the complexity of investment decisions to professionals, saving time while maintaining a structured, disciplined approach to your wealth.
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Access to seasoned investment specialists
Through your discretionary investment management relationship, you benefit from the experience of seasoned portfolio managers and the resources of a global investment platform, including research, risk management and specialised strategies.
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A portfolio aligned with your long-term objectives
Your portfolio is designed and managed to reflect your long-term objectives, not short-term market movements. As your circumstances evolve, we can adapt the mandate so that the strategy remains aligned with your goals.
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Enhanced agility across market cycles
Delegation allows us to react swiftly to changing conditions within the framework you have agreed. This agility can be particularly valuable in volatile markets, where timing and execution are critical.
Our offering
Taking into account your time horizon, risk appetite and reference currency, we provide you with solutions ranging from defensive to growth, so you can select the approach that best fits your goals.
Multi-Asset Classic
Multi-Asset Responsible Investing
Multi-Asset Dynamic Opportunities
Multi-Asset Bespoke
How does a discretionary mandate work?
Discretionary investment management begins with a clear understanding of your situation. We consider your objectives, family context, liquidity needs and time horizon. The mandate is then built around these priorities, rather than relying on a standard model.
Your portfolio manager then designs a diversified strategy across asset classes, regions and investment styles, using our global research and allocation views. Once agreed, we implement the strategy, manage positions and rebalance the portfolio as markets and conditions evolve.
Your portfolio is monitored. We evaluate risk exposures, performance drivers and market developments, making active adjustments when needed. Changes are implemented within the mandate’s parameters, allowing you to benefit from professional oversight without having to make each decision yourself.
Why Pictet?
Throughout our history, going back more than 200 years, we have always focused on delivering superior investment services to our clients.
We have forged a community of independent-minded professionals to become a trusted investment partner for wealthy individuals and families around the world. As a private bank, our independence allows us to set our own business strategy without pressure from external shareholders or creditors. Having no investment banking activities minimises conflicts of interest, leaving us free to focus on our sole purpose: serving you.
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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
Contacts
If you’d like to find out more about our discretionary 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.
