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Wealth Management

Trusted partner

At de Pury Pictet Turrettini, we approach wealth management as a long-term commitment to our clients and their families.

An independent Swiss firm since 1996, we are based in the heart of Geneva. Our goal is to be your trusted partner in in managing your wealth from one generation to the next. We combine wealth management expertise, tailor-made solutions, and a responsible investment approach.

We are committed to delivering outstanding service and transparent execution. With a team of over 60 professionals in Geneva and Zurich, and more than CHF 6 billion in assets under management, we place the quality of our service and a truly bespoke approach at the heart of every client relationship.

Regulated by FINMA and audited by PricewaterhouseCoopers, we offer our clients the stability of a recognized institution and the proximity of a human-scale firm.

At the origin of every decision, our clients

In a wealth management relationship, three complementary parties are involved: the client, the custodian bank, and the wealth manager. This structure ensures both the safekeeping of assets by a solid banking institution and the protection of the client’s interests by a trusted partner dedicated to managing their wealth.

1.Client
We define your investment profile based on your objectives, providing you with precise and rigorous advice. Throughout our mandate, we guarantee a high level of availability as well as attentive and committed service.

2. de Pury Pictet Turrettini
Our experts implement the defined strategy and provide guidance throughout the entire investment process. Our management tools, along with direct access to the banking platforms, ensure strict and thorough monitoring of your assets..

3.Custodian banks
Custodian banks are responsible for the safekeeping and administration of the account, but are relieved of financial management. They ensure that we act in accordance with the authority you have granted us.

Our management solutions

A client-focused management strategy, aligned with your unique wealth profile

A client-focused management strategy, aligned with your unique wealth profile. Our approach is built on personalized relationships, with a deep understanding of your circumstances and needs. Beyond portfolio management, we assist you with comprehensive wealth planning to define the objectives that will guide the management of your assets. Our investment philosophy is long-term oriented, with rigorous risk managementand careful consideration of your tax situation.

Beyond managing your portfolio, we help you define financial goals that shape the structure of your assets.We are also able to connect you with a network of wealth-management experts

Discretionary Wealth Management

A management approach in which you delegate the selection and monitoring of your investments to us. After defining your wealth objectives, investment horizon, and risk profile, we autonomously make investment, allocation, and rebalancing decisions according to the strategy we have established together.

This approach allows for high responsiveness to market opportunities, based on our expertise, while you maintain continuous visibility over your portfolio through regular reporting and transparent monitoring.

The strengths of discretionary wealth management:

  • Personalized approach: defining your objectives, analyzing your assets, tax situation and risk tolerance
  • Dedicated expertise: an investment professional manages your portfolio
  • Tailor-made solutions: investment strategies adapted to your specific needs
  • Rigorous oversight: active management to optimize the portfolio according to market conditions
  • Long-term vision: ongoing alignment to your objectives

Investment Advisory

An advisory mandate allows you to manage your assets while benefiting from our guidance and support.

We provide you with:

  • Expertise across all asset classes and currencies
  • Ongoing support through macroeconomic analysis
  • Insights and research reflecting our investment convictions

Wealth Planning

A comprehensive and personalized analysis of your needs allows us to define the objectives that will guide the structure and organization of your assets:

  • Financial planning
  • Pension and retirement solutions (vested benefits accounts)
  • Relocation and residence transfer
  • Estate and succession planning
  • Philanthropy

Our investment approach combines value creation with a commitment to sustainable finance principles.

Discover the "Buy & Care®" strategy

Among the strongest partner banks

Our independence allows us to freely choose the custodian banks we wish to work with. The most important criteria for us when recommending a bank are the fundamentals, the quality of the service, digital infrastructure and the overall reputation. In order to guarantee a high-quality of service to our clients, we set ourselves strict rules in the selection process. Lastly, you have the option to keep your existing bank.

You also benefit from full transparency, made possible by the efficient reporting tools provided by our banking counterparties. Finally, the safekeeping and protection of your assets are ensured by partner institutions that we select for their financial strength and the quality of their services.

Lombard Odier
Pictet
UBS
Mirabaud
Julius Baer

We work alongside leading specialists: lawyers, fiduciaries, notaries and financial advisors, to offer you privileged and bespoke support.

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