Managing clients’ assets without distraction

A comprehensive service for wealthy individuals and families that goes beyond managing assets to consider wealth management in its widest sense.

We provide customised discretionary and advisory investment solutions, drawing on the Group’s specialists across almost all asset classes, as well as operational services. Our experts in Family Office services also help clients with multigenerational wealth transmission.

Our offering, depending on your wealth
  • CHF2 Million
  • CHF10 Million
  • CHF100+ Million

Our offering, depending on your wealth

WEALTH ARCHITECTURE

Firm foundations for a successful investment strategy

SWISS FINANCIAL & PENSION PLANNING

Wealth Planning

Portfolio Strategy Services

FAMILY OFFICE SERVICES

INVESTMENT SOLUTIONS

Practical arrangements for implementing your investment strategy

DISCRETIONARY MANDATES

ADVISORY SERVICES

ASSET SERVICING

The operational platform to monitor and control your assets

BANKING & CUSTODY

Trading

DIGITAL SOLUTIONS

LENDING SOLUTIONS

9 additional services available

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Pictet Wealth Management A community of independent-minded people

223 CHF BILLION
assets under management

21 offices worldwide

500+ investment professionals

Horizon 2019 Global outlook — Adapting investments to key long-term themes

Horizon 2019

Innovation, populism and regime shifts

Since 2014, Pictet Wealth Management has communicated through its yearly publication “Horizon” its 10-year return expectations across asset classes as well as its research into the key economic, political and market trends and factors driving those expectations. Along with an in-depth look at new approaches to asset allocation, the 2019 edition focuses on three deep-rooted trends that feed into our latest forecasts — innovation, populism and demographics.

Perspectives Our views on markets and trends

Central banks 3 July, Thomas Costerg, Senior US Economist - Nadia Gharbi, Senior Europe Economist - Donc Chen, Senior Asia Economist

Trade and disinflation keep central banks dovish

Global central banks are in dovish, if not outright easing, mode, as they seek to maintain easy monetary conditions to counteract an uncertain trade outlook and disinflationary forces.

Commodities 21 June, Luc Luyet, Currencies Strategist

Gold boosted by dovish central banks

Bar a further major escalation in trade tensions, it is hard to see much more upside for gold in the short term. We remain more upbeat over the medium term.

Central banks 18 June, Frederik Ducrozet, Strategist

Investors will do whatever it takes to test ECB credibility

As markets seem prepared to call the European Centre Bank’s bluff, we are left with fear and hope — that Mario Draghi and his successor will rise to the challenge.

Sovereign bonds 10 July, Lauréline Renaud-Chatelain, Fixed-Income Strategist

The ECB moves to keep euro bond yields down

Prospects of more ECB easing has contributed to an across-the-board rally in euro sovereign bonds yields and could help limit volatility in peripheral bonds.

Commodities 7 June, Jean-Pierre Durante, Head of Applied Research

Oil prices are reeling

The escalation in trade tensions, the dimming of global growth prospects and an upcoming surge in US export capacity have pushed us to lower our oil forecasts.

Global indicators 10 July, Jean-Pierre Durante, Head of Applied Research

World trade and manufacturing hit by tariffs

In June, the world PMI manufacturing index recorded its second consecutive month below 50, suggesting that global manufacturing is contracting.

Asset allocation 29 May, Christophe Donay, Head of Asset Allocation & Macroeconomic Research

Avenues worth exploring in strategic asset allocation

The prospect of diminishing returns for classic, and previously highly effective, 60/40 portfolios (60% equities, 40% bonds) is leading to changes in strategic asset allocation. Efforts to improve prospects include identifying macroeconomic regimes to guide investments and refining how diversification is understood. Interest in endowment-style investing is also growing as private assets are incorporated into strategic asset allocation to boost portfolio returns.

Investment strategy 27 May, Christophe Donay, Head of Asset Allocation & Macroeconomic Research

Policy space may help only a few markets

At this mature stage of the business cycle, it makes sense to consider the possible next steps in economic policy, given that we believe it likely that central banks and governments will do their utmost to prop up the bull equity market as well as economic growth. This will be especially true in the US as the 2020 presidential election comes into view.

Japan 21 May, Dong Chen, Senior Asia Economist

Weakening Japanese momentum behind strong GDP figures

Japan’s latest GDP report reveals weakness in the economy despite the strong headline figures. We expect more headwinds ahead as trade tensions escalate.

Sovereign bonds 17 May, Lauréline Chatelain, Fixed-income Strategist

Core sovereign bonds keep their safe haven status

Given lower inflation expectations and rising US-China trade tensions, we are adjusting downward our year-end targets for the 10-year US Treasury and Bund yields.

Promoting Sustainability in Family Businesses
Promoting Sustainability in Family Businesses

Promoting Sustainability in Family Businesses

Pictet and IMD business school join forces to launch the IMD-Pictet Sustainability in Family Business Award.

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In conversation with People, ideas, and organisations that inspire us

Jakob Luksch, CEO, Stromer

High-end e-bikes

It’s our mission to design and create premium e-bikes that enable riders to access new experiences and inspire them to think differently about modern commuting

Jakob Luksch, CEO, Stromer
David Dubois, Associate Professor of Marketing, INSEAD

Luxury brands

Many Swiss brands own a powerful and distinctive identity earned in the past, associated with the country’s DNA and values that lead consumers to trust them

David Dubois, Associate Professor of Marketing, INSEAD
Pascal Gallo, CEO, LakeDiamond

Innovative start-up

Lasers containing diamonds can produce a very intense, almost perfect beam of light with extremely low divergence as it reaches out

Pascal Gallo, CEO, LakeDiamond

Pictet’s Latam Family Office Master Class, Nassau, The Bahamas, Spring 2019.

Anthropologist Rahaf Harfoush was in the Bahamas for Pictet’s Latam Family Office Master Class to enlighten Latin American families on how shifting technology consumption is affecting how we interact with each other and redefining our belief systems. Despite the challenges for companies and individuals when it comes to navigating fake data and adapting to a new digital ethical landscape, she also argues that there are plenty of investor prospects, in terms of emerging digital markets that often start out on the fringes of the internet.

Responsible Investing A long-term vision

Responsible Investing

The world faces unprecedented challenges from the intersection of demographics, climate change, emerging urbanisation, globalisation, digitalisation and health. Companies that provide solutions to address these challenges in a sustainable way should benefit from unrivalled growth potential.

Events Pictet Wealth Management hosts

Pictet’s Latam Family Office Master Class, Nassau, The Bahamas, Spring 2019.

Multi-Generational Wealth

Technology plays an increasingly important role in our lives, from business interactions to the way we communicate in our private lives. Pictet’s 2019 Latam Family Office Master Class delved into this topic around the central themes of geopolitics, families and the new power of social media. Alongside a Pictet line-up, guest panelists and speakers ranged from the ‘Financial Times’ US editor Edward Luce to Florida’s former governor Jeb Bush.

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Pictet is one of Switzerland’s leading private banks, with a world-class reputation for performance, integrity and client service.

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We are renowned for our client servicing, our operational integrity and our entrepreneurial spirit.

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