Regulation & Regulatory Bodies

  • Pilotage Private Wealth AG is a Swiss asset manager licensed as a portfolio manager by the Swiss Financial Market Supervisory Authority (“FINMA”) and supervised by the Organisme de Surveillance des Instituts Financiers (“OSIF”)

    FINMA

    OSIF

  • Pilotage Private Wealth AG is a Registered Investment Adviser (“RIA”) with the United States Securities and Exchange Commission (“SEC”).

    SEC ADV Parts (CRD#169908)

  • In Canada, Pilotage Private Wealth AG is not registered as an adviser but is authorized to provide advisory services to “permitted clients”, within the meaning of National Instrument 31-103.

    CSA/ACVM