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
We understand your needs
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3 servicing teams
in Luxemburg, Geneva and Zurich
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6 booking centres
For your accounts
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Strong partnership model
as we build responsible partnerships
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Strong partners
Stringent onboarding process
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Client centric
A dedicated team at your service
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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.