Pictet North America Advisors

Created to meet the needs of US and Canadian nationals and taxpayers

Pictet North America Advisors SA was created to help US and Canadian investors diversify their portfolios and is registered as an investment advisor with the US Securities and Exchange Commission since 2007.

Our mission is to advise private clients, families and institutions in the complex business of managing their wealth.

Client disclosures

2023 Weekly Views

Latest investor update — January 23

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What sets us apart

Long-term view

We are committed to ensuring that our relationship with you is founded on a genuine and long-lasting partnership.

Learn about our core values

Our core values of Independence, Long-term thinking, Partnership, Responsibility, and Entrepreneurial spirit ensure that our clients’ needs are the focus of all our activities. We take a long-term view in our investment philosophy and our goal is to build a team of experienced individuals.

Swiss based

Switzerland, our home country, is an ideal base for asset management. Well-known for its political and financial stability, it is top-ranked in global competitiveness* and has a highly educated workforce.

Why Switzerland?

Perhaps because it is a small and entrepreneurial country, Swiss business leaders have always looked outside their borders to build companies that are global leaders in many industries. It is a perfect country from which to plan the global diversification of your investment portfolio.

Based in Geneva, a renowned financial centre for private banking, we are able to offer you Switzerland’s asset management experience. Our investment capabilities cover international assets and provide you with opportunities to invest around the world.

Despite being Swiss-based, our staff keep in close contact with US clients by telephone, email or through regular visits to the USA.

Part of the Pictet Group

Founded more than 200 years ago, our parent company ranks as one of “Europe’s leading independent wealth and asset managers”**. Even though it now has a worldwide presence and a global perspective, Pictet retains the characteristics that served clients over two centuries.

* Switzerland has been ranked amongst the top 4 countries in the World Economic Forum in its Global Competitiveness Report since 2008 and ranked #1 in the Deloitte International Wealth Management Centre Ranking 2018.

** Ranked #93 in the Top 400 Asset Managers 2018 from “Investment & Pensions Europe” and ranked #15 in the Scorpio Partnership Global Private Banking Benchmark 2018.

More about Pictet Group

The most important of these are the continuity and independence created by a partnership of owner-managers who are responsible for the strategic management and oversight of the Group.

Since 1805, Pictet has focused solely on managing the wealth of private individuals, families and institutional investors. It does not engage in any form of investment banking, and nor does it extend any commercial loans.

Pictet North America Advisors was set up with the same philosophy and culture for US clients. As a trusted and lasting partner, we are dedicated to take care of your wealth management.

Digital solutions

Our apps – Wealth or Pictet Connect – enable you to remain in touch with Pictet from anywhere. Thus your portfolio is at your fingertips at any time.

Learn more

We help you devise and implement a strategy to achieve your objectives

Our distinctive feature is the depth and breadth of planning before we implement a wealth management strategy.

Pictet North America Advisors

Pictet North America Advisors

Created to meet the needs of US and Canadian nationals and taxpayers

Client disclosures

2023 Weekly Views

Latest investor update — January 23

What sets us apart

Long-term view

Swiss based

Part of the Pictet Group

Digital solutions

We help you devise and implement a strategy to achieve your objectives

Contacts

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POSITION

PERSON