Training Example: Pictet – Review the Data, Give Your Score & Compare to the Real AI Evaluation

[H1] Pictet UK | Leading independent investment firm

[H2] Select your profile to view the most relevant content

Clients come to Pictet for the attention, time, and expertise our teams give them. They value the benefit of working with an independent firm that prioritises their interests, with no pressure from external shareholders.

Individuals and Families

Financial institutions and Intermediaries

Institutional investors

[H2] Insights

[H4] Family offices are rewriting the rules of fund and asset servicing

As family offices scale in size and complexity, their expectations of fund and asset servicers are shifting just as rapidly. Rob Lowe, UK Market Head at Pictet Asset Services, speaks with Zarah Choudhary about how this evolving client segment is driving new models of customisation, digitalisation, and cross-border sophistication.

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[H4] Boodles: sixth generation of a historic British family jewellery

With a new London flagship opening and a new generation in charge, UK society jeweller Boodles is entering its most ambitious chapter yet. Joint Managing Directors James Amos and Jody Wainwright are steering the family jeweller through expansion and succession, while including a female family member as an executive for the first time in the company’s history.

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Barometer: Prospects for US, emerging market stocks remain strong

Reviving an iconic family whisky business

Geographic diversification in private equity buyout

Group Sustainability Report

More insights

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Our views on the economy, markets and trends as a weekly digest, straight to your inbox.

[H4] In the media

[IMG: Milano Finanza]

Elif Aktuğ — The family office model

[IMG: Finanz und Wirtschaft]

Marc Pictet — “We believe capitalism needs to be rethought”

[IMG: Agefi Finance]

Elif Aktuğ — “The Board of Partners at Pictet does not make decisions by vote”

[IMG: Agefi Finance]

Writing a new narrative for Sustainable Finance

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[H2] Since 1805

[H2] 220 years of Pictet

Journey through 220 years of Pictet history.
Explore eight pivotal moments, accompanied by archival images.

Explore our history

[H4]
Pictet celebrates its 220th anniversary

Journey through 220 years of Pictet history.
Explore eight pivotal moments, accompanied by archival images.

Learn more about our history

[H2] About Pictet

We are an independent investment partnership known for our long-term mindset, responsible approach to business, and entrepreneurial spirit. These principles have defined us since 1805. For our clients, colleagues and wider society, we always aim to do the right thing and honour our commitment to enduring quality.

Learn more about the Pictet Group

710
BN GBP
Assets under management or custody*

21.6
Per cent
Total capital ratio*

191
Per cent
Liquidity coverage ratio*

5500+

Full-time equivalent employees

*Figures as at 31 December 2025

[H3] What we do

[H4] Wealth management

Private banking and related services to help individuals and families protect, grow and control their wealth and preserve it for future generations.

Our solutions

[H4] Asset management

Investment management across a range of capabilities, including thematic equities, alternative investments, multi-asset and emerging markets.

Our capabilities

[H4] Alternative investments

Experts in private equity, private debt, real estate and hedge funds, managing over USD 50 billion in assets across nine investment offices.

Our approach

[H4] Asset services

Standard and bespoke custody, fund and trading solutions, in addition to cash and securities settlements, corporate actions, valuations and reporting.

Our services

[H2] Responsibility

[H4] Our approach to sustainability

With the challenges the world is now facing, we need to move swiftly to a more resilient and sustainable economy. For the financial system, we believe this calls for a systemic shift in focus away from exclusively maximising financial returns.

Our approach

[H4] Responsible stewardship of our operations

Our environmental approach is driven by the understanding that our activities have an impact on the environment and that we have an obligation to reduce this impact wherever possible.

Our environmental stewardship

[H4] Prix Pictet

Founded in 2008, the Prix Pictet has become the world’s leading award for photography and sustainability. To date, there have been eleven cycles of the award, each of which has highlighted a particular facet of sustainability.

Discover the Prix Pictet

[H4] The Pictet Group Foundation

The Pictet Group Foundation is a grant-making foundation established by the Managing Partners of Pictet to pursue our long-term tradition of social engagement and environmental commitment.

Our core focus areas

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[H2] Latest insights

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date
popularity

theme

responsible future

environment

currencies

equities

technology & science

commodities & metals

alternatives

macroeconomics

navigating asia

family business

entrepreneurship

perspectives

partner interview

financial research

society

demography

special report

fixed income

philanthropy

partner opinion

european real estate

research paper

fund administration

megatrends

outlook 2026

asset servicing

women in wealth

global trends

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news

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[H3] Markets

How a Warsh-led Fed could reshape asset management strategies

Weekly house view | SpaceX-traterrestrial ambitions

Weekly house view | A Warsh welcome!

Weekly house view | Trump-Xi to meet again

Barometer: Prospects for US, emerging market stocks remain strong

Weekly house view | No war, no peace, no oil

Monthly house view | May 2026

Geographic diversification in private equity buyout

View more

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[H3] Beyond markets

Feeding the world with bio-agriculture

National security and environmental risks: dual threat to portfolios

Reviving an iconic family whisky business

Group Sustainability Report

From founder to investor: navigating the shift

Reshaping a family business while honouring its elders

Harnessing tradition to safeguard for the future

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[H2] Found in Conversation

Climate Anxiety | Podcast

Catalyst for Change: From Art to Investments | Podcast

The Future of Europe | Podcast

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Democratising education: Closing the knowledge gap

Beyond success: entrepreneurship, technology, and the evolution of clothing | Film

The AI Tipping Point | Film

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[H2] How we can help you

Pictet Wealth Management in the UK has provided high-quality wealth management services since 1980. Our in-depth knowledge of the local market, combined with our global reach, enables us to develop tailor-made solutions to meet the needs of each of our clients.
Partnership is central to our approach. From the outset of our relationship, we take the time to listen and understand you. This allows us to build carefully constructed investment solutions based on your specific needs. We thoughtfully develop bespoke solutions in response to your individual circumstances rather than taking a product-led approach.

[H4]
Preserve and protect your wealth
A successful legacy is built on developing the right architecture for managing and passing on your wealth. We provide expert advice on family governance, wealth planning, private funds, credit solutions and philanthropy.

Learn more

[H4]
Invest your wealth strategically
An investment strategy must reflect your ambitions and priorities and the degree to which you want to be involved. We offer extensive investment capabilities that are tailored to your needs and available across markets and asset classes.

Learn more

[H4]
Manage your wealth seamlessly
Do you need a simple yet flexible solution to oversee your assets and a structured operational framework to manage the various financial aspects of your life? We provide consolidated reporting, digital tools and banking services to make it easier for you to track your investments and help you stay in control.

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[H3] What are your needs?

Whether you’re looking for a safe haven during uncertain times, planning the sale of your business, or dedicated to cultivating a purposeful family legacy, we understand that preserving and growing wealth is only part of the story. Discover how our tailored approach can help you achieve your unique goals.

[H5] Finding a safe haven and stability

Are you looking for stability in a volatile world? Safe havens may provide security, through both reliable assets and stable jurisdictions. Discover how to safeguard your portfolio while maintaining growth potential in uncertain times. Pictet’s business model proves its worth in times of uncertainty, underpinned by a disciplined approach to risk management and placing great emphasis on clients’ needs.

Learn more about our services

[H5] Cultivating a purposeful family legacy

Do you envision your wealth serving future generations in a way that reflects your family’s values and aspirations? In today’s world, where wealth can serve as a tool for influence alongside capital growth, it’s time to go beyond a traditional preserve-and-grow mindset and embrace a more comprehensive strategy. Our team of trusted experts collaborate with family members to articulate this broader vision, navigating evolving family dynamics and complex challenges to create a balanced, multi-generational plan.

Learn more about our services

[H5] Managing wealth following a liquidity event

Are you considering selling your company and want to maximise its value? Discover strategies for diversifying your portfolio post-sale, safeguarding your wealth in volatile markets, and planning for long-term financial security, including estate planning. Managed well, such an event can be the opportunity of a lifetime – the chance to redefine aspirations and fulfil new dreams.

Learn more about our services

[H5] Getting more professional in managing wealth

Do you need a more professionalised approach to managing your wealth? As wealth grows, the challenge of managing it increases. Our trusted experts can help implementing a comprehensive approach that reflects your ambitions and priorities, and reduces complexity while supporting a long-term strategy based on strong investment principles.

Learn more about our services

[H3] How we help entrepreneurs

[H3] Planning for today and tomorrow

Selling your business is a transformative milestone. It’s both an emotional and strategic pivot. We understand it isn’t just a financial transaction, but the start of a new chapter and an opportunity to crystallise years of hard work.
Thanks to our heritage, we are uniquely positioned to guide and help you navigate this journey through our bespoke wealth solutions lay the foundation for wise investing and future opportunities.

Discover our solutions for entrepreneurs

[H2] About Pictet Wealth Management

Pictet is a community of independent-minded investment professionals, working in partnership with wealthy individuals and families worldwide.
As an owner-managed private bank, our independence and stability enable us to focus solely on meeting the long-term needs of our clients without pressure from external shareholders or creditors. Having no retail or investment banking activities frees us to focus on our core business: managing your wealth.

268
BN GBP
Assets under management*

22

Offices worldwide

590+

Investment professionals

*Figures as at 31 December 2025

[H4] An enhanced team

We have strengthened our team in the UK with the arrival of two senior bankers, Harvey Chapel and Sean Evans. They lead client coverage in the North of England and bring significant expertise and experience. They work closely with ultra high net worth (UHNW) entrepreneurs and families to help them grow, protect and structure their wealth.

[H4] Harvey Chapel

Before joining Pictet, Harvey was a Managing Director at Barclays Private Bank, leading client coverage for the North of England. Prior to which he was headhunted by AllianceBernstein from the IT industry, to be part of the initial team to build out their new UK wealth management business.
Harvey has been shortlisted for Private Banker of the Year at the Citywealth Magic Circle Awards and is featured as Recommended UHNW Managers in the Spear’s 500 guide.

[H4] Sean Evans

Before joining Pictet, Sean was a Director at Barclays Private Bank responsible for the top tier of Barclays client book covering the North of England.
After completing a BA in Business Economics and MSc in Finance, his career in financial services began as a portfolio manager at a local boutique Investment Management firm followed by a move to Brown Shipley where he transitioned into a client facing role.

[H2] Wealth Management Insights

Weekly house view | SpaceX-traterrestrial ambitions

Weekly house view | A Warsh welcome!

Weekly house view | Trump-Xi to meet again

View more

View more

Our views on the economy, markets and trends as a weekly digest, straight to your inbox.

[H2] Pictet is proud to sponsor

Pictet Wealth Management in the UK is proud to collaborate with various organisations. Our partnerships reflect our passions and those of our clients – providing opportunities for us to bring valuable expertise to our partners.

[H4] Royal Academy of Arts

Supporting exciting exhibitions and the artists behind them.

Find out more

[H4] Founders Family Office Forum

Fostering discussions on next generation technology investments to shape the future of legacy planning.

Find out more

[H2] Global Private Banking Awards

In 2025, Pictet was awarded ‘Best Private Bank in Europe’ for the 13th year running and ‘Best Private Bank for Ultra High Net Worth Clients’ by the jury at the Banker and Professional Wealth Management’s Global Private Banking Awards 2025.
The awards underline Pictet’s financial solidity, the success of its business model, its commitment to the long term and its efforts to offer its clients the highest level of services.
The Global Private Banking Awards are based on an in-depth analysis of both quantitative and qualitative data gathered from several hundred private banks, wealth managers and family offices operating worldwide.

Learn more about the awards

[H2] Contact our expert in the UK

Our global team is at your disposal for any information you may need. We look forward to hearing from you and discussing what we can do to help you.

Robert Suss

Equity Partner and CEO of Pictet Wealth Management in the UK

Contact Robert

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Footnote

[H2] Access our fund list

We provide asset management services through segregated accounts and investment funds to some of the world’s largest pension funds, financial institutions, sovereign wealth funds, intermediaries and their clients.

Financial intermediaries

Institutional investors

Individuals

[H2] About asset management at Pictet

Our purpose is to build responsible partnerships with our clients and the companies in which we invest.

251
BN GBP
Assets under management*

1100+

Employees

18

Offices worldwide

PRI

Principles for Responsible Investment signatory since 2007

*Figures as at 31 December 2025

[H4] Partnering with our clients

We want to be the investment partner of choice for our clients and always strive to meet their changing needs. To us, this means giving them our undivided attention, offering pioneering strategies and excellent client service.

[H4] What sets us apart

We are active managers, always seeking new sources of alpha. What differentiates us from our competitors? Our independence and our capacity to innovate.

We always favour clients’ interests over asset growth and do not hesitate to close strategies to protect alpha generation for our investors.

— Sébastien Eisinger, Managing Partner and Co-Chief Executive Officer

[H2] Responsibility

[H4] Our approach to sustainability

With the challenges the world is now facing, we need to move swiftly to a more resilient and sustainable economy. For the financial system, we believe this calls for a systemic shift in focus away from exclusively maximising financial returns.

Our approach

[H4] Responsible stewardship of our operations

Our environmental approach is driven by the understanding that our activities have an impact on the environment and that we have an obligation to reduce this impact wherever possible.

Our environmental stewardship

[H4] Prix Pictet

Founded in 2008, the Prix Pictet has become the world’s leading award for photography and sustainability. To date, there have been eleven cycles of the award, each of which has highlighted a particular facet of sustainability.

Discover the Prix Pictet

[H4] The Pictet Group Foundation

The Pictet Group Foundation is a grant-making foundation established by the Managing Partners of Pictet to pursue our long-term tradition of social engagement and environmental commitment.

Our core focus areas

[H3] Insights

How a Warsh-led Fed could reshape asset management strategies

Feeding the world with bio-agriculture

National security and environmental risks: dual threat to portfolios

More

More

Our views on the economy, markets and trends as a weekly digest, straight to your inbox.

[H2] Working at Pictet

For more than 220 years we have invested in our people. What have we learnt? That our success, both present and future, depends not only on those already with us, but also on those who join us today and in the future. We are looking for talented individuals and are committed to helping them continue their development and training.

See career opportunities

Footnote