Pictet North America Advisors SA

RIASEC RegisteredEst. 2007
Total AUM
$5.3B
Discretionary
$5.3B
100% of AUM
Avg account
$6.6M
Accounts
800
Employees
18
Advisory reps
9

Firm details

Headquarters
Geneva,
CRD number
142512
Registered since
February 13, 2007
Custodians
BANQUE PICTET & CIE SA
Fee structure
Percentage of AUM
Client types
  • HNWI77.23%
  • Corporations / Businesses22.15%
  • Individuals0.5%
  • Charitable Organizations0.13%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pictet North America Advisors SA is an independent, fee-based registered investment adviser that has been SEC-registered since 2007. The firm is owned by a combination of foreign-entity and individual interests and describes itself as a capital allocator serving both high-net-worth individuals and families alongside institutional clients. Its advisory work centers on discretionary portfolio management for individuals and small businesses, with fees charged as a percentage of assets under management. The firm does not self-identify as an active ESG investor and does not report multistate adviser status. Regulatory and industry roles the firm is affiliated with include broker-dealer relationships, other investment adviser arrangements, commodity pool or trading-related registrations (CPO/CTA), futures commission merchant activity, banking/thrift institution links, and positions as sponsor or general partner of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 46%, Private Funds 15%, Investment Grade Corp Bonds 13%, US Government Bonds 10%, Sovereign Bonds 7%, Cash & Cash Equivalents 7%, Other 2%46%
  • Exchange Traded Equities46%
  • Private Funds15%
  • Investment Grade Corp Bonds13%
  • US Government Bonds10%
  • Sovereign Bonds7%

Owners & executives

3 of 3
  • Francesco Rocciolo

    Francesco Rocciolo

    Chief Executive OfficerCRD 4328402

  • Maryam Yousefian

    Chief Compliance OfficerCRD 6691812

  • Jean-jacques Vaucher

    Chief Operating OfficerCRD 6370595

Contacts

3 of 6
  • Luis Javier Mas Gomara

    Client Relationship AdvisorCRD 6398511

  • John Reinsberg

    John Reinsberg

    Deputy ChairmanCRD 2204868

  • Giovanni Viani

    Equity PartnerCRD 5989161

Unlock 3 more contacts

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 87

Active vs passive

$404M in ETFs

Passive

74%

$298M

Active

16%

$105M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$57.5M156,67914.24%

Location

Primary office

Geneva, null

Location

Geneva, null

Headquartered in Geneva, null.

Address
48 Rte Des Acacias
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth