01 · Independence
Independence
As a privately owned and fee-based firm, we provide objective advice fully aligned with our clients' interests — free from product, industrial or institutional conflicts.
A steady hand across complex waters.
Independent stewardship. From Switzerland. For a global clientele.
The Pilotage Group is an independent investment and advisory firm partnering with successful private clients, family offices and founders. We design bespoke investment, capital and wealth solutions aligned to each client's objectives — free from product bias and corporate conflict.
Since 2009 we have been advising clients globally, delivering clear, disciplined guidance, management and execution across complex cross-border wealth and asset solutions, capital and business advisory, and investment transactions.
Founded in Switzerland and based in Zurich, our team brings together seasoned wealth, investment and banking professionals from over seven countries, with an average of 20+ years' industry experience. This depth and diversity underpins the insight, precision and reliability our clients depend on.
2009
Established in Switzerland
20+
Yrs average experience
7+
Custody bank partners
Four principles, held without compromise.
The convictions that shape how we advise, invest and steward — across every mandate, every jurisdiction, every generation.
02 · Bespoke
Bespoke
Every solution is designed around the unique objectives, values and criteria of each client — thoughtful, researched and tailored strategies over standardised approaches.
03 · Expertise
Expertise
Deep international experience and technical proficiency — guiding clients with clarity through complex cross-border, regulatory and multi-institution environments.
04 · Stewardship
Stewardship
A long-term perspective on preserving and growing wealth and relationships — a disciplined approach focused on continuity across generations.
Six disciplines, one bearing.
Wealth Management sits within a broader constellation of services — each half of the compass a domain, each segment a distinct capability, all held in orbit around the client's course.