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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Accredited Investors
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Client Personas
Custodian
Investment Themes
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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