Pictet Asset Management Limited

RIASEC Registered
Total AUM
$24.4B
Discretionary
$24.4B
100% of AUM
Avg account
$194M
Accounts
126
Employees
314
Advisory reps
16

Firm details

Headquarters
London,
CRD number
105205
Registered since
April 17, 1980
Custodians
JPMORGAN CHASE BANK, N.A. LONDON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BANQUE PICTET & CIE S.A.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles92.85%
  • Pension & Profit Sharing Plans4.51%
  • State / Municipal Government1.68%
  • Banking / Thrift Institutions0.66%
  • Corporations / Businesses0.3%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pictet Asset Management Limited is an institutional registered investment adviser that serves primarily institutional clients. The firm is SEC-registered (registration year 1980) and operates as a corporation with ownership described as a combination of foreign entity and individual ownership. Its advisory scope includes portfolio management for investment companies, pooled investment vehicles and for businesses or institutions; it also carries business activities classified as a CPO/CTA. Fee arrangements combine asset-based fees with performance-based components. The firm self-identifies as an active ESG investor and maintains a set of industry affiliations that extend into broker-dealer and futures/comodities channels, banking, and sponsor/GP roles for pooled vehicles. That mix of capabilities signals a business model that spans traditional discretionary portfolio management and involvement in sponsored investment vehicles and derivatives/commodity trading activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Sovereign Bonds 54%, Investment Grade Corp Bonds 18%, Exchange Traded Equities 10%, US Government Bonds 5%, Cash & Cash Equivalents 5%, Private Funds 4%, Non-Investment Grade Corp Bonds 2%54%
  • Sovereign Bonds54%
  • Investment Grade Corp Bonds18%
  • Exchange Traded Equities10%
  • US Government Bonds5%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 9
  • Olivier Ginguene

    Olivier Ginguene

    Board Member and Chief Investment OfficerCRD 5101184

  • Sebastien Eisinger

    Sebastien Eisinger

    Managing Partner and Co-Chief Executive OfficerCRD 5413267

  • Philippe De Weck

    Chief Investment OfficerCRD 4392198

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Contacts

3 of 7
  • Derick Bader

    Head of MarketingCRD 6464645

  • Charles Jenkins

    Charles Jenkins

    Head of Human ResourcesCRD 6464651

  • Luca Di Patrizi

    Luca Di Patrizi

    Equity PartnerCRD 6622438

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 70

Active vs passive

$430M in ETFs

Passive

100%

$430M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$72.8M630,83316.93%

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
120 London Wall
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth