Best in class independent asset management platform with an unrivalled solution suite across the value chain.

Over the past 40 years, Pictet has established itself as a strategic partner to more than 450 independent asset managers.

Our single-point-of-entry principle and low staff turnover have resulted in an uncompromising client-centred philosophy.

We take a long-term approach to our business and to our partnership with clients.

Our setup for external asset managers

  • Partnership setup
  • Client onboarding
  • Trading
  • Custody services
  • Reporting

Process explained

  • Partnership setup

    Before any agreement, we perform a deep analysis on each partner based on legal documentation and business plan.

    We put in place a collaboration agreement where role and responsibility are clearly defined.

    Each partner has a dedicated CRM and CSO in order to cover all issue.

  • Client onboarding

    Pictet has developed a client onboarding tool to reduce as much as possible the administrative paperwork.

    We work in collaboration with our Compliance Officers on a daily basis.

    We have several client acceptance committee on a weekly basis.

  • Trading

    Single point of entry: all asset classes are traded by one team in a convenient and secure way.

    Flexibility: 24/5 Geneva, London, Montreal, Singapore, our trading and sales model combines human interaction with algorithmic technology.

    No conflicts of interest: no corporate finance / focus on agency trading with a total discretion.

    Trading ideas: Tactical high conviction ideas using a combination of top down and quantitative proprietary screenings.

  • Custody services

    Custody is a core business for the bank and is one of the key pillars of any wealth management strategy.

    Pictet is consistently ranked in top positions in industry surveys for the quality of its service. This is largely due to a well qualified, motivated and stable workforce and a client oriented culture.

    Pictet is one of the most risk adverse financial institutions in the world. We are one of the rare banks to enjoy the highest ratings form Fitch.

    As a niche custody provider, Pictet focuses on servicing the needs of large and often complex private clients.

    At Pictet, we strive to be more flexible and adapt more quickly to new demands. We also have experience of a diverse, global and complex client base.

  • Reporting

    Most of Pictet's reports are interfaced directly to our mainframe system and to the database and price feeds necessary to provide a complete and accurate reporting service.

    Pictet offers a range of reporting so that we retain the maximum flexibility in terms of providing clients with their information needs. In this configuration the client is assured of a complete, accurate and consistent reporting service.

    Pictet has developed its own real time internet based system which enables each client or authorised asset manager, consultant, accountant etc to view data at the portfolio level or consolidated level.

    Pictet provide also tax reports for more than 50 countries (specific tax report or generic tax report).

What sets us apart

How can Pictet Asset Services help you?
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We understand your needs

  • 3 servicing teams

    3 servicing teams

    in Luxemburg, Geneva and Zurich

  • 6 booking centres

    6 booking centres

    For your accounts

  • Strong partnership model

    Strong partnership model

    as we build responsible partnerships

  • Strong partners

    Strong partners

    Stringent onboarding process

  • Client centric

    Client centric

    A dedicated team at your service

  • Full range of private client services

    Full range of private client services

    Loans — credit cards — e–banking

Your online tool functionalities

Our multi-language e-banking platform allows external asset managers to access an in-depth analysis on their portfolios (in terms of exposition, risk, and performance) in real-time.

Our platform also has a series of trading functionalities, allowing independent asset managers to carry out trading operations (equities, bonds, funds, futures, options, etc.), it also allows EAMs to make fiduciary deposits as well as account to account transfers.

Finally, the client onboarding tool (COB), provides an online platform for EAMs to open accounts for their clients and carry out KYC (know your customer) processes.

More about Pictet Connect

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