Introducing Pictet Asset Management as the sub-advisor of choice
Overview
Clients that build mandates with us enter into a relationship, which we hope will endure over the long term.
We seek to listen more to our partners and talk less. We work alongside them to co-create bespoke investment solutions, designed to meet their needs.
Today we work with over 35 trusted partners across over 66 sub-advisory mandates.
Pictet Asset Management sub-advisory by the numbers
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17.1
USD Billion
Asset under management
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66
Sub advisory mandates
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35
Clients
Source: Pictet Asset Management, as at June 30 2024
A sub-advisory partnership is like a marriage - it requires work and commitment. However, when it is successful both partners benefit, and the relationship can grow and expand into new areas.”
Why Pictet Asset Management for sub-advisory?
Exclusive solutions
Our platform includes solutions across bonds, equities, multi asset and quantitative vehicles. The scope of our capabilities allows us to build exclusive solutions that truly align with clients’ values.
Our solutions can be tailor made to suit clients’ particular risk constraints or ESG criteria and we offer the ability to select or deselect industries, companies and geographies across asset classes – and across public and private sectors globally.
High quality infrastructure
We believe our long experience of servicing a diverse client base, strengthens our ability to co-develop sub-advisory mandates. Pictet Asset Management’s book of business is split across institutional, wholesale and retail clients.
Our history of building institutional mandates means that we have the resources necessary for effective management of the on-boarding, reporting and operational processes involved in the servicing of a sub-advisory mandate. Our relationships with our retail clients have enabled us to build deep knowledge of the sales and marketing support necessary for effective distribution.
A comprehensive proposition for our partners
Our partnerships go beyond the development of customised investment solutions. We support our partners with training, dedicated marketing materials, and access to insights from our economists and investment teams.
Exceptional client service
Our sub-advisory clients are covered by cross-functional teams, reflecting the multi-disciplinary nature of these partnerships. A dedicated sales representative is the main point of contact for the client and facilitates marketing and legal support as well as providing access to risk management and operations teams.
Tailored investment structures
Our flexible approach to constructing investment mandates means that we identify the ideal structure for every client and product, regardless of its complexity. From white-labelled solutions to co-branded collective investment schemes, we can hold clients’ portfolios within a wide range of wrappers and legal structures.
Source: Pictet Asset Management
How do we support our strategic partners?
We provide more than investment management. Our clients have access to:
- Online and in person training programmes
- Pictet Asset Management’s original thinking via content from our investment writing team
- Macro views from our senior economists
- Proprietary research on market trends
- Bespoke advice services- we can build custom investment models tailored to clients’ requirements
- Priority service levels- including regular, ongoing reporting
A commitment to partnership
We are part of the Pictet Group, a stable independent partnership, founded in 1805. Our concept of partnership embodies respect, trust and independence over the long term. These are the values that guide our relationships with our strategic partners.
