Multi-Family OfficeRIA · CRD 142512SEC-Registered

Updated:

Pictet North America Advisors SA

PICTET NORTH AMERICA ADVISORS SA is an SEC-registered investment adviser in GENEVA 73, registered since 2007. The firm manages approximately $5.3 billion in...

Pictet North America Advisors SA

PICTET NORTH AMERICA ADVISORS SA is an SEC-registered investment adviser in GENEVA 73, registered since 2007. The firm manages approximately $5.3 billion in regulatory assets. It has 18 employees and 18 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2005

Location

Region

Europe

Country

Luxembourg

City

Geneva 73

Corporate office

Luxembourg, Luxembourg

Additional offices

Geneva · Zurich · New York · London

Principals

Renaud de Planta

Senior Partner

César Pérez Ruiz

CIO

Sector focus

Asset ManagementWealth ManagementPrivate BankingMulti-Family Office

Frequently asked questions

How does Pictet North America Advisors SA source proprietary deal flow?

The firm leverages the Pictet Group's global private banking and asset management networks, which cover over 30 countries. It participates in select co-investments and limited partnerships, often alongside clients through managed accounts. The partnership structure provides access to deals from the firm's own balance sheet, aligned with client capital (per Pictet Group communications).

How is Pictet North America Advisors SA related to the Pictet Group?

It is a wholly owned subsidiary of the Pictet Group, based in Luxembourg, and acts as the group's advisory entity for clients in the Americas. The Pictet Group is a Swiss-based private bank and asset manager founded in 1805, controlled by seven senior partners. The advisory entity provides portfolio management and wealth planning services but does not issue its own funds; it leverages the group's broader investment platform. Regulatory filings show it is registered as a Swiss-SEC registered advisor.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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