Pictet & Cie (Europe) S.A.
$2.1B reported client assets across 5 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Pictet & Cie (Europe) S.A. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2021, 2022, 2023 are shown but partial — only FY2021: 1 cohort firms, FY2022: 2 cohort firms, FY2023: 3 cohort firms. No matched data for FY2018, FY2019, FY2020.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Alken Asset Management Ltd | $1.7B | $2.2B | 75.7% | 06/26/2025 |
| Monterone Partners Llp | $189M | $229M | 82.5% | 05/20/2025 |
| Bespoke Advisory Llc | $110M | $284M | 38.7% | 04/01/2026 |
| Synergy Fund Management Group Limited | $71.4M | $490M | 14.6% | 03/31/2026 |
| 360 One Asset Management Limited | $62.6M | $4.8B | 1.3% | 06/30/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.