State-of-the-art custody and reporting services, tax services, credit facilities and round-the-clock trading platform.
Banking, custody and reporting

Banking, custody and reporting

Our custody services simplify the safeguarding of your assets, with a top-ranked reporting system to keep you informed about your portfolio’s performance.

As your custodian, we provide transparency on the performance of asset managers on multi-manager platforms, access to sophisticated financial analysis and easy and cost-efficient access to global markets and products usually reserved for institutional clients.


Global custody

As a client with more sophisticated needs, you have access to our global custody service which offers detailed reporting, revenue optimisation and other value-added services that accommodates multi-manager portfolios.

You remain free to choose your portfolio managers, but our banking platform can also execute your investment decisions and trading operations. This usually produces economies of scale which can reduce costs and also makes it easier to monitor your portfolios.




Our asset reporting service matches your needs – from standard asset / transaction reporting to investment reporting on performance, to tax reporting in a wide range of jurisdictions. It combines all of the strengths of our in-house investment management reports, developed and refined in the course of our core investment business.

For more sophisticated, multi-manager portfolios we offer our Strategic Asset Reporting (STAR) service designed for global custody clients.


Trading services

Best-in-class trade execution of investment decisions that aim to maximise returns.

We offer you round-the-clock access to a dedicated trading desk and execution capabilities at all times.

Our trading rooms in Geneva, London, Montreal and Singapore provide access to all major international markets and asset classes, ensuring first-class access to liquidity. Our desks cover equities, fixed income, foreign exchange and precious metals, structured products and derivatives.

We offer a proactive client-driven service with a focus on best execution. We execute all orders initiated in an orderly and timely manner, leveraging on rigorously selected counterparties, and by accessing different trading platforms.

Upon request, our trading desk provides market depth in order to understand price context.

More on trading services

Digital access

As well as instant access to your portfolio, state-of-the-art digital platforms provide access to our best investment ideas.

Our digital solutions are designed for you to access your documents, positions and to communicate with your Relationship Manager in an easy, holistic and secure manner.

Pictet Connect is our online tool that enables you to view data at your portfolio level or consolidated level, to access financial research, to store your banking data and correspondence, and to send and receive secure e-mails.

The Wealth App is our mobile banking application that offers you a safe and easy way to interact with your banker on the go. You will also be notified of every transaction execution and have access to a digital copy of every piece of correspondence relevant to you.

Related articles

Our views on the economy, markets and trends
  • Sustainability
    Mater is turning the furniture industry’s thinking on its head
  • Sustainability
    Rolf Luchsinger sees a future when ‘Wind Power 2.0’ replaces turbines
  • Sustainability
    How the private members’ club is being reimagined as an ethical forum

Contact our experts