De Pury Pictet Turrettini & Cie

Overview

de Pury Pictet Turrettini & Cie SA is a Swiss public limited company that provides wealth management and asset management to private and institutional clients.¹³ The firm states that it is regulated by FINMA and audited by PricewaterhouseCoopers.² The FSMA lists the firm under free provision of services by non EEA investment firms.¹

History

The firm describes itself as an independent Swiss firm established in 1996.² A 2020 Cadmos report states that David de Pury, Guillaume Pictet and Henri Turrettini joined forces in 1996 to create the company.³ The firm says its sustainable finance involvement began in 1997 with Electricity Investment Company, now the ENETIA investment fund.⁴ It says it co founded BlueOrchard Finance in 2001 and launched its first shareholder engagement fund in 2006.⁴ The firm states that it signed the United Nations supported Principles for Responsible Investment in 2008.⁵

Timeline

1. 1996The firm describes itself as an independent Swiss firm established in 1996.
2. 1997The firm says its sustainable finance involvement began in 1997 with Electricity Investment Company, now the ENETIA investment fund.
3. 2001It says it co founded BlueOrchard Finance in 2001 and launched its first shareholder engagement fund in 2006.
4. 2008The firm states that it signed the United Nations supported Principles for Responsible Investment in 2008.
5. 2020A 2020 Cadmos report states that David de Pury, Guillaume Pictet and Henri Turrettini joined forces in 1996 to create the company.

Leadership

The website lists François Rayroux as chair of the board. Other listed board members are Mounir Husseini, Louis de Montpellier, Christopher Quast and Paolo Bozzo.⁶ Christopher Quast is president of the executive committee.⁵ Paolo Bozzo and Frédéric Dawance are managing partners and executive committee members.⁵ Florian Ducrey is a managing partner and management committee member. Melchior de Muralt is a managing partner and executive committee member.⁵

The team page also lists Henri Turrettini, Carlos Arias, Gérard Bagnoud, Henry Morgan, Cyril Plojoux, Andreas Schneller, Guillaume de Toulouse-Lautrec, Charles Turrettini and Pierre de Watteville among the firm’s personnel.⁶

Services

The firm’s wealth management services include discretionary wealth management, investment advisory and wealth planning.² Wealth planning covers financial planning, pension and retirement solutions, relocation and residence transfer, estate and succession planning, and philanthropy.² The firm says its wealth management approach is intended for clients and their families and includes long term asset management, tailored solutions and responsible investing.²

The firm separates the client, custodian bank and wealth manager. Custodian banks safeguard and administer assets while the firm manages them according to delegated authority.² The firm says it can work with clients’ existing banks and independently select custodian banks.² Named partner banks are Lombard Odier, Pictet, UBS, Mirabaud and Julius Baer.² The firm says it works alongside lawyers, fiduciaries, notaries and financial advisers.²

The FSMA lists portfolio management, investment advice and foreign exchange services among the firm’s notified services in Belgium.¹

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Philanthropy
• Retirement planning

Client focus

The firm serves private and institutional clients.³ Its wealth management description refers to clients and their families.²

Investment philosophy and approach

The firm says its asset management strategy rests on fundamental research, long term investment and the Buy & Care® approach.⁷ Fundamental research considers business models, financial strength, management quality, sector outlook and macroeconomic outlook.⁷ Buy & Care® applies across equities, bonds and fund selection and includes dialogue with management teams about governance, innovation and sustainability.⁷

The firm identifies digitalisation, demographic changes and climatic risks as its main investment themes.⁵ Listed products include ENETIA Infrastructure, Swiss Positive Gold, Secular Trends, ENETIA Energy Transition, CADMOS Swiss Equities, CADMOS European Equities, CADMOS Balanced CHF, Jaguar Bond Fund, HELEVIA Swiss Dividend and Rising Stars.⁷

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Sources

1. FSMA record for de Pury Pictet Turrettini & Cie SA , accessed 2026-10-23.
2. PPT wealth management , accessed 2026-10-23.
3. 2020 Cadmos report , accessed 2026-10-23.
4. PPT about page , accessed 2026-10-23.
5. PPT website , accessed 2026-10-23.
6. PPT team page , accessed 2026-10-23.
7. PPT asset management , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.