Financial institutions and intermediaries

Financial institutions and intermediaries

Our funds can help you achieve the investment objectives of your clients and our servicing solutions can reduce the time you spend on administration, trading, and reporting. 

Contacts

Servicing solutions

We provide a comprehensive suite of servicing solutions including administration, trading and reporting. This allows you to focus purely on managing your clients’ investments.

Independent Asset Managers

You manage portfolios and provide expert advice and services for clients, so you must have administrative tools and systems that work perfectly. With our clear and flexible platform your onboarding, trading, custody services, and reporting will be more efficient – and that means better results.

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Fund Managers

Your business is managing investments and providing outstanding service. That’s why we provide everything else. Let us deal with onboarding, servicing, legal and governance, with a dedicated approach that’s clear and flexible.

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About Pictet

We are a leading independent investment firm with more than two hundred years’ experience. As long-term investors, we aim to direct capital to the real economy in a manner that improves the state of the planet. We do this by building responsible partnerships with our clients and the companies in which we invest.

  • 610
    CHF
    Assets under management or custody*
  • 22.7
    Percent
    Core tier 1 capital ratio**
  • 164
    Percent
    Liquidity coverage ratio**
  • 5000+
    Full-time equivalent employees

*Figures as of 30 June 2022
**Figures as of 31 December 2021

Financial intermediaries and advisors

There are hundreds of Pictet-managed and Pictet-recommended funds that intermediaries and financial advisors can pick from, in Sustainability, Alternatives, Emerging markets, multi-asset, thematics, fixed income or equities . Intermediaries and advisors also benefit from a custody service  that’s deeply rooted in the Pictet private banking heritage, and a platform for independent asset managers and advisors  that’s clear and flexible.

Our fund administration services  includes onboarding, servicing, legal and governance  for your clients. We also offer white label solutions  and fund governance  (Manco or AIFM). We act as a one stop shop for fund promoters All this makes your fund administration  and fund governance  easier and less consuming of your fund management time. We believe intermediaries and advisors should spend their time investing and advising, not administrating.

Contacts

Footnote
Country disclaimer
The Pictet website is not directed at any person in any jurisdiction where (by reason of that person's nationality, residence or otherwise) the publication or availability of the Pictet website is prohibited. All site visitors should consult the legal notice for detailed local legal requirements applicable to your country and links to specific entities of the Pictet Group which are able to operate under those restrictions.

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