Pilotage Private Wealth Ag
- Regulatory AUM
- $228M
- Discretionary
- $202M
- Clients
- 85
- Avg AUM / client
- $2.7M
- Accounts
- 113
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 48 | $58.4M | 25.6% |
| High net worth individuals | 14 | $51.9M | 22.8% |
| Charitable organizations | 2 | $6.4M | 2.83% |
| Insurance companies | 1 | $5.1M | 2.25% |
| Corporations and other businesses | 13 | $85.1M | 37.4% |
| Other | 7 | $20.7M | 9.07% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Yann Rousset | Chief Executive Officer, Director | Dec 2013 (13y) | 75% or more | |
| Mack, Steffen, Holger | Chief Investment Officer | Apr 2019 (7y) | Less than 5% | |
| Kasapi, Arberia | Chief Operating Officer/Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| Claudia Regina Rutishauser | Registered representative | Sep 2017 (9y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.01 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Statestreet Fund Custodial Services (Ireland) Limited $159M (28% of AUM) Jul 2019
- Citibank $149M (26% of AUM) Jul 2019
- Bank Julius Baer & Co. Ltd. $130M (57% of AUM) Mar 2026
- Efg Bank Ag $44.4M (20% of AUM) Mar 2026
- Charles Schwab & Co. $25.0M (11% of AUM) Mar 2026
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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗