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PIT Investment & Trust
PIT Investment & Trust AG is an independent asset manager that has operated from Baar, in the canton of Zug, for more than 20 years.
PIT Investment & Trust
PIT Investment & Trust AG is an independent asset manager that has operated from Baar, in the canton of Zug, for more than 20 years. The firm provides discretionary wealth management and advisory services to private clients, structuring portfolios around individually defined investment strategies. PIT is authorized by the Swiss Financial Market Supervisory Authority FINMA as a portfolio manager under Article 2 paragraph 1 letter a in conjunction with Article 5 paragraph 1 of the Financial Institutions Act (FINIG). The firm's compliance with anti-money-laundering regulations and FINMA licensing rules is supervised by FINcontrol Suisse AG, and PIT is a member of the Financial Services Ombudsman (FINSOM). PIT describes its investment approach as mandate-driven, building portfolios according to a strategy developed jointly with each client, rather than managing commingled funds or marketing a single house view. The firm does not publicly disclose its assets under management, sector allocations, or individual portfolio holdings. PIT emphasizes that clients can retain their existing banking relationships while engaging PIT for investment oversight, without incurring additional costs. The firm's public materials reference long-term experience and cite discretion and trust as central operating principles. No specific asset classes, named co-investments, or direct private-market transactions are disclosed. PIT operates from a single office in Baar and does not publicly detail its organizational structure, total headcount, or named investment professionals. The firm has not announced any recent fund launches, strategic hires, or partnership vehicles. Its regulatory filings confirm its status as a FINMA-authorized portfolio manager, which subjects it to ongoing supervisory audits. PIT makes no mention of philanthropic entities, club memberships, or adjacent operating businesses on its website. PIT's structure differs from the multi-family-office and private-equity models common in the Zug asset-management cluster. The firm acts purely as a discretionary manager for segregated client accounts, leaving custody and banking with the client's chosen bank. This architecture means PIT does not pool client capital into proprietary funds or offer direct co-investment programs, and its core service is advisory allocation across a client's existing banking framework.
General information
Firm type
Generalist
Year founded
—
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Baar
Corporate office
Baar, Zug, Switzerland
Frequently asked questions
How is PIT Investment & Trust regulated in Switzerland?
PIT is authorized by the Swiss Financial Market Supervisory Authority FINMA as a portfolio manager under the Financial Institutions Act (FINIG). Its compliance with anti-money-laundering rules and licensing conditions is supervised by FINcontrol Suisse AG. The firm is also a member of the Financial Services Ombudsman (FINSOM), giving clients an independent mediation channel if disputes arise.
Does PIT Investment & Trust manage commingled funds or segregated accounts?
PIT manages segregated client accounts based on individually agreed investment strategies and does not publicly offer commingled funds. The firm states that clients can retain their existing banking relationships: assets stay with the client's chosen bank, and PIT provides the investment management overlay. This custodian-separate model means PIT does not pool client capital into proprietary vehicles.
What is the minimum relationship size or fee schedule?
PIT does not publicly disclose a minimum account size or its fee schedule. Its website indicates that clients can engage the firm 'without financial additional cost,' suggesting that fees may be structured to align with existing banking costs, but all terms are determined privately with each client.
Where does PIT Investment & Trust source its investment ideas?
PIT does not publicly describe a dedicated in-house research team or external sourcing model. As a generalist asset manager, it builds bespoke portfolios for clients; its public statements emphasize the joint definition of strategy rather than promotion of proprietary deal flow or in-house product. Specific asset-allocation tilts or manager-selection processes are not disclosed.
Has PIT Investment & Trust ever disclosed its assets under management?
No. PIT has not published an AUM figure on its website, in FINMA-related registers, or through media announcements. The firm's regulatory authorizations provide no public indication of scale, and no AUM number can be attributed to a primary source.
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