Pilotage Private Wealth AG

Pilotage Private Wealth offers asset allocation and portfolio management through proprietary model portfolios, together with financial planning and consulting services for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other businesses. Financial planning is typically provided in conjunction with managed portfolios rather than as a standalone paid service.

The firm implements diversified, asset‑class model portfolios using institutional mutual funds, ETFs, ETNs and other pooled vehicles, and manages accounts on either a discretionary or non‑discretionary basis with at least quarterly review and rebalancing. PPW may employ sub‑advisors for portfolio implementation, emphasizes long‑term purchases, and explicitly manages legacy, tax‑sensitive positions over time when converting inherited holdings to its model strategies.

Noteworthy aspects disclosed in the brochure include an affiliation through common ownership with Pilotage Private Office AG and related referral arrangements, and a consulting practice that accepts fixed‑fee or hourly mandates to advise global families on governance, manager due diligence and related matters. The firm also highlights a cross‑border client base that includes U.S. taxpayers, the use of institutional‑only funds and ETNs in its models, and that it does not serve as a private‑fund adviser.