Wealth solutions

Family advisory

Empowering your family's legacy

Understanding that significant wealth management transcends financial expertise, our approach is designed to honour the unique narrative and values of your family. We focus on creating customized governance frameworks that not only streamline wealth organisation but also support your family’s long-term aspirations and goals.

By developing a tailored governance model, we help you clarify decision-making processes, define clear roles, and establish guiding principles for managing wealth, business interests, and ownership stakes. Tools such as a Family Charter act as embodiments of your family's core—capturing its history, values, and mission—ensuring solutions that not only meet your family's needs but also strengthen your legacy for generations to come.

Philanthropy services

A partner on your journey

Whether you are just starting out or are well down the philanthropic path, whether an individual or a family, we can be your partner on your journey from exploration to implementation.

Meaning different things to different people, from donations to social finance, be it tried and tested or bold and visionary, philanthropy is essentially a desire to mobilise private wealth to help build a more sustainable and equitable world.

Through a tailor-made advisory approach, we partner with individuals and families who want to do exactly that, use their wealth to create positive change. And leveraging expertise across Pictet, from Responsible Investing to Wealth Planning, we can help with everything from structuring your philanthropy, to mission aligned investing solutions.

Philanthropy impact papers

Covering key topics from ‘Starting out in philanthropy’ to ‘Choosing the right vehicle’, the Philanthropy Impact Papers are a series of tailored guides written specifically for philanthropists and their families. Their objective is to help clarify and answer some of the most common questions asked and challenges faced to help make private philanthropy easier and more impactful.

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Responsible investing

The Pictet Group Foundation

Prix Pictet

Private funds

Consolidating wealth in regulated private fund structures

Private funds provide economies of scale and portfolio protection. A private fund is a regulated structure aiming to consolidate an individual’s or family’s assets and that invests in one or more discretionary strategies. They are generally aimed at wealthy families, family offices, foundations or trusts willing to consolidate their assets in a single place. Our private funds services include custody, trading, fund administration and governance.

Credit

Providing flexible lending solutions for new endeavours

We provide Lombard loans to clients whose assets are managed by Pictet or are held in custody by the bank. Lombard loans are secured against your existing assets. The loan-to-value granted by Pictet will depend on the type of underlying assets in your portfolio.

We offer a wide range of credit options, tailored to your specific requirements (maturity, currency, credit type and interest rate). We can also connect you with well-regarded external providers if you have specialist financing needs, such as for art, jets or yachts, or real estate.

Secured loans are available if you are an existing client.