Banking solutions for wealthy individuals and Families

Banking solutions

State-of-the-art custody and reporting services, tax guidance services, credit facilities and round-the-clock trading platform.

Contacts

Solutions to each of your needs

Our custody services simplify the safeguarding of your assets, with a top-ranked reporting system to keep you informed about your portfolio’s performance.

As your custodian, we provide transparency on the performance of asset managers on multi-manager platforms, access to sophisticated financial analysis and easy and cost-efficient access to global markets and products usually reserved for institutional clients.

Global custody

As a client with more sophisticated needs, you have access to our global custody service which offers detailed reporting, revenue optimisation and other value-added services that accommodates multi-manager portfolios. You remain free to choose your portfolio managers, but our banking platform can also execute your investment decisions and trading operations. This usually produces economies of scale which can reduce costs and also makes it easier to monitor your portfolios.
Reporting

Our asset reporting service matches your needs – from standard asset / transaction reporting to investment reporting on performance, to tax reporting in a wide range of jurisdictions. It combines all of the strengths of our in-house investment management reports, developed and refined in the course of our core investment business. For more sophisticated, multi-manager portfolios we offer our Strategic Asset Reporting (STAR) service designed for global custody clients.

Tailored trading services

Best-in-class trade execution of investment decisions that aim to maximise returns.

We offer you round-the-clock access to a dedicated trading desk and execution capabilities at all times.
Our trading rooms in Geneva, London, Montreal and Singapore provide access to all major international markets and asset classes, ensuring first-class access to liquidity. Our desks cover equities, fixed income, foreign exchange and precious metals, structured products and derivatives.
We offer a proactive client-driven service with a focus on best execution. We execute all orders initiated in an orderly and timely manner, leveraging on rigorously selected counterparties, and by accessing different trading platforms.
Upon request, our trading desk provides market depth in order to understand price context.

Direct advisory

Your gateway to markets with personalised investment advice.

Through our dedicated advisors on the Direct Advisory team, you benefit from a quicker access to markets with proactive and on-demand investment advice across liquid asset-classes. The team is always on hand to discuss tactical investments and trading ideas on single securities, Foreign Exchange and Funds.

Proactive investment advice
Bespoke structured products
Strong experience in derivatives

You will have access to services across the bank through a single point of contact, will receive regular updates on markets and existing Pictet products and services and will benefit from personalized investments solutions.

You will also benefit from the full range of Pictet’s research capabilities and advisory asset class experts, whilst keeping a tactical and opportunistic approach for each transaction.

A digital access to your portfolio

As well as instant access to your portfolio, state-of-the-art digital platforms provide access to our best investment ideas. Our digital solutions are designed for you to access your documents and positions in an easy, holistic and secure manner.

Pictet Connect is our online tool that enables you to view data at your portfolio level or consolidated level, to access financial research, to store your banking data and correspondence, and to send and receive secure e-mails.

Designed for mobile and desktop devices, our banking application provides users with a best-in-class, interactive digital experience. For more information contact your relationship manager.