Pictet Asset Management Sa
- Regulatory AUM
- $331B
- Discretionary
- $331B
- Clients
- 575
- Avg AUM / client
- $575M
- Accounts
- 579
- Employees
- 549
AUM over time
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Asset allocation (SMA assets by investment type)
as of Jun 25, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $8.6M | 0.0% |
| Banking or thrift institutions | 16 | $1.3B | 0.4% |
| Investment companies | 5 | $171M | 0.05% |
| Pooled investment vehicles (non-investment companies) | 419 | $285B | 86.0% |
| Pension and profit sharing plans | 74 | $29.5B | 8.92% |
| Charitable organizations | 19 | $1.3B | 0.39% |
| State or municipal government entities | 18 | $11.6B | 3.51% |
| Other investment advisers | Fewer than 5 clients | $354K | 0.0% |
| Insurance companies | 8 | $986M | 0.3% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $138M | 0.04% |
| Corporations and other businesses | 16 | $946M | 0.29% |
| Other | Fewer than 5 clients | $193M | 0.06% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $96.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Agora Master Fund Ltd master | Hedge Fund | Cayman Islands | $96.4M | 12 |
People (16)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ginguene, Olivier, Yannick Auguste | Chief Investment Officer Multi Asset And Quantitative Investments | Jan 2006 (21y) | Less than 5% | |
| Tschopp, Nicolas, Christian | Chief Legal Officer | Mar 2011 (15y) | Less than 5% | |
| Bader, Derick | Head Of Marketing And Products | Nov 2014 (12y) | Less than 5% | |
| Jenkins, Charles, Garton | Head Of Human Resources | Nov 2014 (12y) | Less than 5% | |
| Vermesse, Cedric, Jean | Chief Financial Officer | Nov 2014 (12y) | Less than 5% | |
| Di Patrizi, Luca | Head Of Sales For Distribution Channels | Jan 2016 (11y) | Less than 5% | |
| Quinn, Niall, Michael | Head Of Sales For Institutional Clients | Feb 2016 (11y) | Less than 5% | |
| De Weck, Philippe, Thomas | Chief Investment Officer Equities | Jan 2017 (10y) | Less than 5% | |
| Barde, Xavier, Alain | Chairman Of The Board Of Directors | Jun 2018 (8y) | Less than 5% | |
| Sample, John, Alexander | Chief Risk Officer | Jun 2018 (8y) | Less than 5% | |
| Valtanen, Karine, Patricia | Chief Compliance Officer | Oct 2021 (5y) | Less than 5% | |
| Haury Von Siebenthal, Suzanne | Director | Jan 2023 (4y) | Less than 5% | |
| Kunz, Martin, Patrick | Chief Operating Officer And Head Of Technology | Mar 2023 (3y) | Less than 5% | |
| Mendez Fraboulet, Elena | Chief Investment Risk And Data Officer | Mar 2023 (3y) | Less than 5% | |
| Eisinger, Sebastien, Auguste | Chief Executive Officer, Head Of Investments And Director | Jul 2023 (3y) | Less than 5% | |
| Barton, Mary, Therese | Chief Investment Officer Fixed Income | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pictet Asset Management Holding Sa | Shareholder | Sep 2013 | A | 75% or more |
| Pictet & Cie Group Sca | Shareholder | Sep 2013 | B | ≈ 56.25% – 100% via Pictet Asset Management Holding Sa |
| Pictet & Partners | Shareholder | Sep 2013 | B | ≈ 42.19% – 100% via Pictet & Cie Group Sca |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pictet & Cie Group Sca: 75% – 100% of Pictet Asset Management Holding Sa × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Pictet & Partners: 75% – 100% of Pictet & Cie Group Sca × 75% – 100% of Pictet Asset Management Holding Sa × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $96.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Agora Master Fund Ltd | Hedge Fund | $96.4M | $100K | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1.72 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- UBS $15.2B (5% of AUM) Jun 2026
- Banque Pictet & Cie Sa $14.7B (4% of AUM) Jun 2026
- BNY Mellon $7.6B (2% of AUM) Jun 2026
- Banque Lombard Odier & Cie Sa $3.2B (2% of AUM) Feb 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗