The institutional infrastructure — global custody, consolidated reporting and Swiss-based systems — that underpins every advisory and investment decision, with data protection embedded at every layer.
Multi-custodian resilience. Consolidated oversight. Swiss discipline.
Our platform combines a global network of leading custodians, advanced reporting systems and robust governance standards within a secure Swiss environment. We work with top-tier private banks, selected for financial strength, jurisdictional diversification and technical capability.
Institutional-grade technology enables consolidated reporting, real-time visibility and structured data management across multiple custodians and jurisdictions — giving clients a clear, unified view of their financial position.
Operating from a fully Swiss-based infrastructure, we maintain rigorous standards in data protection, compliance and risk administration — aligned with FINMA, SEC and European frameworks including FADP, GDPR and FinSA. Technology, governance and custody are integrated components of a single platform.
Every layer of the platform — custody, integration, governance and security — mapped as a single coherent structure across banks, jurisdictions and regulatory frameworks.
Custody, integration, governance and security — four layers engineered as a single, coherent institutional platform.
Client assets are held with a diversified network of leading international private banks, selected for financial strength, jurisdictional positioning and operational sophistication — resilient, flexible, low concentration.
Multiple custodians, accounts and legal structures integrated into a single coherent framework — institutional-grade reporting consolidates every relationship into one clear view.
Operations run within a robust regulated framework — Swiss and international standards including FINMA, SEC and European requirements. Independent Big-4 audit reinforces transparency and integrity.
Every system is built on secure, Swiss-based IT and data infrastructure — in full alignment with FADP, GDPR and FinSA. Data protection is treated as a core responsibility at every layer.
Technology, governance and custody are not separate functions — but integrated components of a single platform designed to provide clarity, security and long-term confidence.
This website is operated by Pilotage Private Wealth AG (“Pilotage”), a financial services firm licensed by the Swiss Financial Market Supervisory Authority (FINMA) and supervised by OSIF the supervisory body for Financial Institutions in Switzerland. Pilotage is also registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”). In Canada, Pilotage is not registered as an adviser. Advisory services are provided only to “permitted clients” (as defined under applicable Canadian securities laws) in reliance on available exemptions from the adviser registration requirement. The information contained on this website is provided for informational purposes only. Nothing on this website constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or investment strategy in any jurisdiction where such offer, solicitation, or recommendation would be unlawful. Access to this website is subject to applicable laws and regulations. By selecting “I Confirm,” you acknowledge that you are accessing this website on your own initiative and that you understand and accept the regulatory disclosures and terms of use applicable to this website. If you do not agree, you should not access this website.