Pilotage Private Wealth AG, located in Zürich, Switzerland, manages investment portfolios using model portfolios tailored to client goals. They offer both discretionary and non-discretionary management. A sub-advisor may be used for portfolio implementation. They also provide financial planning, but it's not a stand-alone service and is typically offered with their asset allocation services. PPW also offers consulting services to global families.
Assets Under Management$180M
Clients78
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.90% |
| $3.5M - $6.0M | 0.80% |
| $6M+ | 0.80% |
Fees negotiable for accounts over $6 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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