Structuring wealth in an era of change

The years since the global financial crisis have seen radical changes in the legal, tax and financial environment worldwide. These changes require constant monitoring of wealth planning strategies to preserve and increase wealth.

Pictet’s Wealth Planning services can help you assess your situation and review whether your planning is adequate to meet your objectives – for you, and for future generations. We offer a systematic approach to analysing your legal, fiscal and financial needs, and your options. If need be, we can work with our network of independent specialists to provide you with a complete solution that covers wealth structuring, taxes and legal advice.

Our team of tax specialists and legal experts in Geneva, Paris, Luxembourg, Frankfurt, Hong Kong and Singapore offers a broad range of customised services.

Family governance

Managing and nurturing family wealth

Whether you are an entrepreneur or an inherited wealthy family, solid foundations are essential. It is vital to establish a family strategy with short term and long term objectives, supported by an efficient and organised platform to deliver your family’s ambitions. Philanthropy can be part of one of these objectives, where a common goal can be a means to further unite the family and offer unique educational virtues.

Investment governance

One philosophy, three key components

Aligned to your needs and objectives, we make full use of diversification opportunities by building from the broadest base of investment managers and tools, and extending, when appropriate, into non-traditional and illiquid assets. We accompany you through the journey of 1. devising your strategy, 2. deciding on your portfolio architecture and 3. selecting and coordinating your multi-asset and multi-manager platform.

Operational governance

Complexity made simple

We extend a one-stop shop Global Custody offering with a single entry point, providing a full and comprehensive overview of your total wealth. Best-in-class tailor-made reporting identifies opportunities and risks. Our around-the-clock trading provides maximum flexibility and seamless coverage across all significant asset classes and markets.

More information on Banking & Custody

Promoting Family Businesses Sustainability in Family Business Award and Global Family Business Award

Rewarding excellence

Pictet joined forces with IMD to celebrate family-owned businesses that stand out in their work and commitment towards sustainability. Together we are launching the IMD-Pictet Sustainability in Family Business Award.

Find out more on the Sustainability award and criteria

“With 214 years of history, sustainability has always been central to Pictet’s thinking and how we do business. Sustainability is expressed through our strong alignment with the long-term interests of our clients, colleagues, and the companies and communities in which we invest.”

Boris Collardi Managing partner and joint head of Pictet Wealth Management

This award is one of two accolades awarded by IMD to family businesses each year. The first award is the established IMD Global Family Business Award sponsored by Pictet, which celebrates excellence in family business and is widely regarded as the most prestigious for successful global family enterprises.

Find out more on the Family Business award and criteria

“As owners and managers, Pictet’s partners are themselves entrepreneurs, and the way we operate is similar to a family business. We understand their needs and speak the same language.”

Rémy Best Managing partner and joint head of Pictet Wealth Management

Partnership between Pictet and IMD Lausanne

The IMD Global Family Business Center is based in Lausanne and has now been operational for more than 30 years. It was the first institute to focus on family businesses, their values, the principles they champion and their particular characteristics.

Global Family Business Award

The German family group Dachser was awarded the 2019 IMD Global Family Business Award, sponsored by Pictet, at the 30th Summit of the Family Business Network on Friday, 18 October 2019 in Udaipur, India.

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