PICTET ASSET MANAGEMENT SA other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

03/22/2024

Adviser Type:

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company

Number of Employees:

572 3.81%

of those in investment advisory functions:

227 27.53%

Registration:

SEC, Approved, 6/13/2006

AUM:

257,892,117,389 19.47%

of that, discretionary:

257,688,078,196 19.41%

Private Fund GAV:

96,366,000 -95.81%

Avg Account Size:

489,358,857 19.02%

% High Net Worth:

0.19% 100.00%

SMA’s:

YES

Private Funds:

1 2

Contact Info

+41 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
261B 224B 187B 149B 112B 75B 37B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Column: While Fed up waiting, markets lose faith in own bets
04/08/2021

But the International Monetary Fund’s latest global forecasts sees few signs of ... Others may be happy to just take the yield and run. Pictet Asset Management chief strategist Luca Paolini reckons fear of inflation could well hit corporate credit ...

Reuters

Column: While Fed up waiting, markets lose faith in own bets - Mike Dolan
04/07/2021

Financial markets appear to have a case of double doubts - unsure the U.S. Federal Reserve will hold its nerve in delaying interest rate hikes to 2024 but now second-guessing their own aggressive assumptions of a tightening late next year.

MSN

Stock Futures Edge Up Ahead of Economic Data
04/04/2021

a macro strategist and fund manager at Pictet Asset Management. A higher-than-expected increase to monetary-stimulus programs could further compress government bond yields, he said. Separately ...

br.advfn.com

U.S. Stocks Open Lower as Economic Picture Dims
04/02/2021

a macro strategist and fund manager at Pictet Asset Management. A higher-than-expected increase to monetary-stimulus programs could further compress government bond yields, he said. Separately ...

br.advfn.com

American Water Works Co.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Sizzling Asia Value Rally Has Fund Managers Hunting for Gems
03/29/2021

Pictet Asset Management’s co-head of emerging equities ... to value should be only halfway done,” said Kelly Chung, a fund manager at Value Partners Hong Kong Ltd. “We expect the long ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $96,366,000

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
LOOMIS, SAYLES & COMPANY, L.P. 60.5m - - - - - 2.2b 2.3b 301.4b 4
BOSTON PARTNERS 171.8m - - - - - 168.5m 340.4m 89.7b 4
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 976.9m - - - - - 524.6m 1.5b 46.2b 2
MUZINICH & CO., INC. - - - - - - - - 28.1b -
WELLINGTON MANAGEMENT HONG KONG LIMITED - - - - - - - - 11.8b -
STEADFAST CAPITAL MANAGEMENT LP 7.2b - - - - - - 7.2b 7.2b 2
SCGE MANAGEMENT, L.P. 8.7b - - - - - 42.7m 8.8b 8.8b 2
TRINITY STREET ASSET MANAGEMENT LLP 155.3m - - - - - 2.4b 2.5b 8.6b 2
SPIDER MANAGEMENT COMPANY, LLC 2.7b - - - - - 59.6m 2.8b 5.9b 2
JUNIPER HILL CAPITAL MANAGEMENT LP 2.1b - - - - - 2.2b 4.3b 6.2b 2

Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
037833100 APPLE INC $1,786,262,165 2.00% 99.00% 69.00%
594918104 MICROSOFT CORP $1,987,847,764 2.00% 98.00% 67.00%
883556102 THERMO FISHER SCIENTIFIC INC $1,344,646,274 2.00% -7.00% 3.00%
79466L302 SALESFORCE INC $810,874,188 1.00% -14.00% -18.00%
88162G103 TETRA TECH INC NEW $484,363,715 1.00% 18.00% 6.00%
91324P102 UNITEDHEALTH GROUP INC $475,143,882 1.00% 36.00% 34.00%
H42097107 UBS GROUP AG $561,841,392 1.00% 64.00% 71.00%
92826C839 VISA INC $863,980,263 1.00% 21.00% 15.00%
94106B101 WASTE CONNECTIONS INC $917,840,499 1.00% 14.00% 10.00%
94106L109 WASTE MGMT INC DEL $915,786,624 1.00% 22.00% 15.00%

Brochure Summary

Overview

The Advisory Firm Pictet Asset Management SA (“Pictet AM SA” or “we” or “us”) has been providing discretionary or advisory investment management services on a global scale to a wide range of international institutional clients since January 2006. On 1 April 2015, Pictet AM SA merged with Pictet Funds SA by way of absorption, a Swiss Fund Management Company registered with the Swiss Financial Market Supervisory Authority (“FINMA”) and its predecessor since 1996. The surviving entity, Pictet Funds SA, succeeded to the existing Pictet AM SA’s SEC registration and was renamed Pictet AM SA. Pictet AM SA is wholly owned by Pictet Asset Management Holding SA which is itself wholly owned by Pictet & Partners SCA, a Swiss Holding limited partnership. Sébastien Eisinger replaced Laurent Ramsey, who took another position within the Pictet Group, as Chief Executive Officer and Director of Pictet Asset Management SA in July 2023. Clients of Pictet AM SA include retirement plan assets for corporate and government entities, foundations, and other institutional investors. Furthermore, Pictet AM SA also acts as the investment adviser and sub-adviser to regulated and unregulated collective investment schemes in multiple international jurisdictions. Pictet AM SA is wholly owned by Pictet Asset Management Holding SA, Geneva that is ultimately owned by Pictet & Partners SCA, a Swiss Holding Company. Type of advisory services offered Pictet AM SA provides both advisory and discretionary investment management services to institutional clients. These services include:
•
assistance in determining appropriate risk and return objectives for each client
• defining the appropriate asset mix which is most likely to achieve those objectives
• selecting or advising specific markets, currencies and securities from those categories: and
• assuming discretionary responsibility for all aspects of day-to-day management and investment of the client's account. Pictet AM SA manages a wide range of equity, fixed income and multi asset strategies including total return. Client needs and restrictions Pictet AM SA will usually tailor its management to its client’s needs. Our institutional clients usually determine in conjunction with Pictet AM SA the investment constraints to be followed in the management of their assets. Further details are provided in item 13 of this brochure. Wrap Fees programs Pictet AM SA participates in wrap fee programs where we act purely as the model portfolio provider to an investment advisory group (“the sponsor”). Any changes to the model initiated by Pictet AM SA are communicated to the Overlay Manager, who is appointed by the sponsor as the discretionary manager, for implementation at their discretion. Pictet AM SA receives a portion of the wrap fee charged by the program sponsor for providing the model portfolio but is not directly involved in implementing trades for clients of the sponsor. Asset under management Pictet AM SA managed approximately US$ 257.7 billion of client assets on a discretionary basis as at 31 December 2023 and US$ 204.0 million of client assets on a non-discretionary basis.