Individuals and Families
We have been helping individuals and families build and preserve their wealth for over 200 years. Today, we offer private banking for wealthy clients and investment funds for portfolios of all sizes.
Private banking for wealthy individuals and families
Partnership is how we work with clients: we take the time to listen to them and understand their goals. We build investment solutions based on their needs, not on our products or solutions.
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Preserve and protect your wealth
A successful legacy is built on developing the right architecture for managing and transmitting your wealth.
Our guidance includes family advisory services, wealth planning, private funds, credit and philanthropy services.
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Invest your wealth strategically
An investment strategy must reflect your
ambitions and priorities, and the degree to which you want to be involved.Tailored to suit you, we offer extensive investment capabilities across markets and asset classes.
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Manage your wealth seamlessly
Do you need simple and flexible oversight and a coherent operational platform to manage your financial life well?
Our consolidated reporting, digital tools and banking services can help you monitor your investments easily and stay in control.
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Swiss financial and pension planning
You might need a more comprehensive view of your finances and approaches to planning your retirement.
We help Swiss residents with planning every step of the journey for their finances and pensions.
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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.
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610CHFAssets under management or custody*
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22.7PercentCore tier 1 capital ratio**
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164PercentLiquidity coverage ratio**
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5000+Full-time equivalent employees
*Figures as of 30 June 2022
**Figures as of 31 December 2021
Every financial need for an individual or family from Pictet
For more than 200 years we have been dealing with the financial and planning needs of individuals and families. Private banking is designed and managed to preserve and protect your individual and family wealth. This involves planning the governance of how and by whom your wealth is managed. It also covers managing how your wealth is invested and the funds you invest in, namely sustainability, alternatives, emerging markets, multi asset, thematics, fixed income or equities. The growth strategy for your private wealth must reflect your ambitions and desires as well as suiting you and your family and the part you want them to play in governing and inheriting. You will also want a wealth governance platform that is easy to use and flexible enough to work specifically for you.
