de Pury Pictet Turrettini

What de Pury Pictet Turrettini does

de Pury Pictet Turrettini & Cie SA is a Swiss private investment firm founded in 1996 and headquartered in Geneva, with a secondary office in Zürich. The firm delivers discretionary wealth management, investment advisory, and fund management services to high-net-worth private clients, families, and institutional investors, operating under FINMA regulation and affiliated with Ombud Finance Switzerland for dispute resolution. It manages approximately CHF 6-7 billion in assets under management across proprietary and third-party fund vehicles and discretionary mandates, supported by a team of more than 60 professionals.

The firm's product surface spans thematic equity, fixed income, and physical-asset strategies, including the Secular Trends global equity fund, the ENETIA Energy Infrastructure and Energy Transition UCITS funds (rebranded from the Electricity Investment Company in May 2021), the Swiss Positive Gold physical gold fund (launched 2020 with MKS PAMP Group's PROVENANCE™ traceability), the CADMOS engagement and peace investment funds, HELEVIA Swiss Dividend, Rising Stars, and the JAGUAR bond fund. Its proprietary Buy & Care® strategy integrates active portfolio management, active voting/stewardship, and active engagement/impact across all asset classes, with more than 850 shareholder engagement meetings conducted since 2006 and over 3,500 resolutions voted in 2025.

The firm generates revenue through recurring management and advisory fees on discretionary mandates, advisory mandates, and proprietary funds, with pricing fully bespoke and not publicly disclosed. Distribution is direct-to-client through dedicated investment professionals in Geneva and Zürich, supplemented by institutional fund distribution through UCITS platforms and partnerships with major Swiss custodian banks including Lombard Odier, Pictet, UBS, Mirabaud, and Julius Baer.

Name

de Pury Pictet Turrettini

Legal name

de Pury Pictet Turrettini et Cie

Website

https://ppt.ch

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

de Pury Pictet Turrettini is a Swiss private investment firm, founded 1996, offering discretionary wealth management, investment advisory, and proprietary fund management (Secular Trends, ENETIA energy transition, Swiss Positive Gold, CADMOS) to high-net-worth private clients and institutional investors under its Buy & Care® sustainable strategy.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)

Keywords

• Wealth management services
• Asset management funds
• Sustainable investment
• Portfolio management
• Investment advisory

Headquarters

HQ city

Genève

HQ country

Switzerland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Discretionary Wealth Management: Management fees charged for delegated portfolio management where the firm autonomously makes investment, allocation, and rebalancing decisions according to client-defined strategy.
2. Investment Advisory: Advisory fees for providing guidance and support while clients manage their own assets, including expertise across asset classes, currencies, and macroeconomic analysis.
3. Fund Management: Management fees from proprietary investment funds including Secular Trends, ENETIA Energy Infrastructure, ENETIA Energy Transition, Swiss Positive Gold, CADMOS funds, HELEVIA Swiss Dividend, Rising Stars, and JAGUAR bond fund.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

de Pury Pictet Turrettini provides discretionary wealth management mandates and investment advisory services to high-net-worth private clients and families, alongside asset management solutions for institutional investors. The firm manages a proprietary fund range (Secular Trends, ENETIA Energy Infrastructure, ENETIA Energy Transition, Swiss Positive Gold, CADMOS, HELEVIA Swiss Dividend, Rising Stars, JAGUAR) applying its Buy & Care® sustainable investment strategy across all asset classes.

Differentiator

Problem solved

Functional benefit

Brands

• ENETIA: Energy transition investment strategies including ENETIA Energy Infrastructure Fund and ENETIA Energy Transition Fund. The name combines Energy, Energy Transition, and Infrastructure themes.
• Swiss Positive Gold Fund
• Buy & Care
• CADMOS
• Secular Trends
• Rising Stars

Products and services

• Wealth Management (Discretionary Mandates) Discretionary portfolio management service for high-net-worth private clients and families, where PPT autonomously makes investment, allocation, and rebalancing decisions aligned with each client's strategy, risk profile, and goals.
• Investment Advisory Advisory service providing investment guidance, asset class expertise, currency analysis, and macroeconomic insights while clients retain control of their own assets.
• Secular Trends Fund Global equity fund investing in leading companies exposed to major secular themes including digital disruption, demographic shifts, and climate transition. Reported net average annual performance of +28.5% versus +17% reference index.
• ENETIA Energy Infrastructure Fund Global equity fund investing in listed infrastructure companies enabling the electrification of the economy, diversifying across the power value chain including generation, transmission, distribution, energy storage, and power supply. AUM over CHF 250 million.
• ENETIA Energy Transition Fund Global equity fund focused on the energy transition theme, investing in companies enabling the shift from fossil fuels to renewable energy. AUM over CHF 110 million.
• Swiss Positive Gold Fund Fund providing direct exposure to responsible and sustainable physical gold while reflecting gold price performance, using the PROVENANCE™ traceability solution by MKS PAMP Group and sourcing from Swiss Better Gold Association-approved mines.
• CADMOS Fund Family Sustainable investment fund family including CADMOS European Engagement, CADMOS Swiss Engagement, and CADMOS Peace Investment funds, all classified as SFDR Article 9. CADMOS Emerging Markets Engagement is managed by Comgest with PPT as advisor.
• HELEVIA Swiss Dividend Fund Swiss dividend-focused fund designed to provide resilient income today and growing cash flows for tomorrow through Swiss dividend growers for long-term investors.
• Rising Stars Fund Global equity fund investing in early-stage growth companies benefiting from paradigm shifts driven by digital disruption, demographic changes, and climate transition.
• JAGUAR Bond Fund Bond fund in PPT's proprietary fund range, applying the Buy & Care® strategy to fixed income investments.

Quantifiable outcome

• Secular Trends fund: +28.5% net average annual performance since creation versus +17% reference index (MSCI AC World NR)
• +4 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

14 partnerships are on record, tiered core, major, historical and minor.

• MKS PAMP GroupcoreStrategic or Co-development Partner · 1 January 2020Global leader in precious metals industry and major player in responsible gold sourcing. Partnered with PPT to launch the Swiss Positive Gold Fund, providing PROVENANCE™ traceability solution and metal agent services for the fund.
• Pictet GroupcoreStrategic or Co-development Partner · 1 January 2020The Pictet Group provides administration, custody, and valuation services for the Swiss Positive Gold Fund, serving as the custodian bank for deposited gold.
• Swiss Better Gold AssociationcoreStrategic or Co-development PartnerSwiss initiative supported by the State Secretariat for Economic Affairs (SECO) at the forefront of responsible gold programs. The Swiss Positive Gold Fund sources gold from mines approved by Swiss Better Gold Association, which supports artisanal miners in improving social and environmental practices.
• World Gold CouncilmajorStrategic or Co-development PartnerGold producers in the Swiss Positive Gold Fund are members of the World Gold Council and audited for their environmental and social practices, committed to reducing CO2 emissions in line with Paris agreements.
• Lombard OdiermajorChannel Partner/ Reseller/ DistributorLeading partner bank offering custody services to PPT clients, selected for financial strength and quality of services.
• PictetmajorChannel Partner/ Reseller/ DistributorPartner bank providing custody services and serving as custodian for the Swiss Positive Gold Fund, selected for financial strength and service quality.
• UBSmajorChannel Partner/ Reseller/ DistributorMajor Swiss bank partner offering custody services to PPT clients, selected based on fundamentals, service quality, and digital infrastructure.
• MirabaudmajorChannel Partner/ Reseller/ DistributorGeneva-based private bank partner selected for service quality and reputation, providing custody services to PPT clients.
• Julius BaermajorChannel Partner/ Reseller/ DistributorLeading Swiss private banking group partner selected for financial strength and service quality, offering custody services to PPT clients.
• ComgestcoreStrategic or Co-development PartnerManages the Cadmos Emerging Markets Engagement Fund with PPT as advisor. PPT's Buy & Care strategy extends to external fund selection and ongoing review of third-party managers.
• Blue Orchard FinancehistoricalStrategic or Co-development PartnerCo-founded by PPT in 2001, pioneering microfinance investment fund that became part of Schroders Group in 2019. Paved the way for impact investing.
• Ombud Finance SwitzerlandminorOthersFSO mediation body affiliated with PPT for dispute resolution, allowing clients to resort to mediation in case of disagreement within the framework of contractual relationships.
• LBMA-accredited Swiss RefineriesmajorStrategic or Co-development PartnerSwiss refineries accredited by the London Bullion Market Association that process gold for the Swiss Positive Gold Fund, ensuring quality and responsible sourcing standards.
• Swiss Better Gold InitiativecoreStrategic or Co-development PartnerInitiative supported by representatives of the Swiss gold industry and State Secretariat for Economic Affairs, providing direct market access for responsible gold producers including connections to LBMA-accredited Swiss refineries.

Scale indicators12 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Vontobel: Swiss-listed wealth and asset manager with public and alternative strategies, including dedicated sustainable investment capabilities. Comparable in offering multi-asset and sustainability funds, though Vontobel is broader and exchange-listed versus PPT's boutique independent structure.
• Pictet Group: Geneva-headquartered independent partnership providing wealth and asset management at much greater scale. Overlaps with PPT in independent partnership model, Geneva base, multi-asset capabilities, and sustainability strategies, but operates at substantially larger AUM and global footprint.

Regional players

• Gonet & Cie: Independent Geneva-based family-owned private bank offering wealth management and institutional asset management. Comparable to PPT in independent Geneva private-banking identity and HNW client focus, though more conventional wealth-management positioning and less thematic/sustainable emphasis.

Direct peers

• Mirabaud: Independent Geneva-based private banking group with wealth management, asset management, and securities services. Highly comparable in scale, geography, independent family/partner ownership, and serving private and institutional clients across multi-asset mandates.
• Lombard Odier: Independent Geneva-headquartered private bank offering discretionary wealth management, advisory, and asset management with a strong sustainability/climate franchise. Direct overlap with PPT in client type, geography, services, and sustainability positioning.
• Union Bancaire Privée (UBP): Independent Geneva-based wealth and asset manager serving private and institutional clients with multi-asset and alternative capabilities. Comparable to PPT in independent Geneva ownership structure, HNW focus, and growing sustainable/active strategies.
• Syz Group: Independent, family-controlled Geneva wealth and asset manager offering discretionary management and private banking. Highly comparable to PPT in independent Geneva roots, multi-asset discretionary management, and HNW/UHNW client focus.
• Bank J. Safra Sarasin: Swiss private bank headquartered in Basel with a globally recognized sustainable and impact investing franchise. Closely comparable to PPT in combining private banking with sustainability-led asset management, and overlapping strongly in HNW/UHNW client segments.

Emerging players

• Mirova: Paris-based dedicated sustainable investment affiliate of Natixis Investment Managers. Strong overlap with PPT's mission, energy/climate and engagement strategies, and SFDR Article 9 positioning, but a different geographic base and institutional (not private banking) heritage.
• Robeco (including RobecoSAM): Global asset manager with a renowned sustainable investing franchise through the RobecoSAM heritage. Comparable to PPT's PRI-driven, engagement-led equity and thematic strategies, with a stronger global institutional footprint but less Swiss private-bank client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/de-pury-pictet-turrettini

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about de Pury Pictet Turrettini