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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-24-2014
- Office Locations
- 2
Office Locations
About Pilotage Private Wealth AG
Pilotage Private Wealth AG is a Zurich-based boutique, multi-disciplinary platform providing cross-border wealth and capital management for successful Americans and global clients. The firm builds investment, capital and tax solutions free of product bias, with private office support for entrepreneurs and businesses navigating market cycles, plus business advisory and tax/accounting services. Portfolios are often implemented with ETFs; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between October 31, 2025 and March 19, 2026, reported AUM increased 29.8%, from $175.4M to $227.6M.
Across 5 reported observations, AUM increased 28.7% between November 3, 2022 and March 19, 2026, from $176.8M to $227.6M.
Of the latest reported AUM, 88.5% is discretionary and 11.5% is non-discretionary.
The firm reports 3 advisory representatives and 85 clients, or 28.3 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pilotage Private Wealth AG record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
YANN ROUSSET
Chief Executive Officer, DIRECTOR
- CRD
- #5128378
- Ownership
- 75% or more
ARBERIA KASAPI
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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CLAUDIA REGINA RUTISHAUSER
Wealth Advisor
- CRD
- #6318996
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,528,856 | $2,121,356 |
| Non-Discretionary | $26,100,132 | $1,450,007 |
| Total | $227,628,988 | $2,014,416 |
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Separately Managed Accounts
SMA allocation detail is available
Pilotage Private Wealth AG has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.