Pilotage Private Wealth AG provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 11–25 clients last fiscal year.
Pilotage Private Wealth AG reports 85 clients. They include 48 individual clients, 14 high-net-worth individuals, and 13 corporations and other businesses. Of its assets, 88.5% ($202M across 95 accounts) are managed with discretion; $26.1M across 18 accounts are not. Of its clients, 34% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 26% |
| High-net-worth individuals | 16% | 23% |
| Charitable organizations | 2% | 3% |
| Insurance companies | 1% | 2% |
| Corporations and other businesses | 15% | 37% |
| Other client typesOther | 8% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 48 | $58.4M | 25.6% | $1.22M |
| High-net-worth individuals | 14 | $51.9M | 22.8% | $3.71M |
| Charitable organizations | Fewer than 5 | $6.44M | 2.8% | $3.22M |
| Insurance companies | Fewer than 5 | $5.13M | 2.3% | $5.13M |
| Corporations and other businesses | 13 | $85.1M | 37.4% | $6.55M |
| Other | 7 | $20.7M | 9.1% | $2.95M |
| Total | 85 | $228M | 100% | — |
- Clients
- 48
- Regulatory AUM
- $58.4M
- AUM share
- 25.6%
- Avg. per client
- $1.22M
- Clients
- 14
- Regulatory AUM
- $51.9M
- AUM share
- 22.8%
- Avg. per client
- $3.71M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.44M
- AUM share
- 2.8%
- Avg. per client
- $3.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.13M
- AUM share
- 2.3%
- Avg. per client
- $5.13M
- Clients
- 13
- Regulatory AUM
- $85.1M
- AUM share
- 37.4%
- Avg. per client
- $6.55M
- Clients
- 7
- Regulatory AUM
- $20.7M
- AUM share
- 9.1%
- Avg. per client
- $2.95M
Total
- Clients
- 85
- Regulatory AUM
- $228M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 34%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Pilotage Private Wealth AG is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Yann Rousset owns 75% or more of Pilotage Private Wealth AG. Yann Rousset is CEO; the leadership team includes Chief Investment Officer Steffen Mack and Chief Operating Officer Arberia Kasapi. It has 4 employees, 3 of them in advisory roles.
Leadership
- Yann RoussetChief Executive Officer, Director
- Arberia KasapiChief Operating Officer/Chief Compliance Officer
- Steffen MackChief Investment Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Yann Rousset
- Claudia Regina Rutishauser
Staff
- 4 employees
- 3 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Pilotage Private Wealth Ag
Yann Rousset
Control person · since December 2013
Pilotage Private Wealth AG’s regulatory assets fell from $270M (June 2021) to $228M (March 2026); clients were 85 in both filings and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $228M | 85 | 4 | 1 |
| March 2025 | $175M | 78 | 4 | 1 |
| March 2024 | $160M | 70 | 3 | 1 |
| March 2023 | $150M | 77 | 5 | 1 |
| March 2022 | $177M | 83 | 5 | 1 |
| June 2021 | $270M | 84 | 5 | 1 |
Besides its headquarters, Pilotage Private Wealth AG has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Pilotage Private Wealth Ag
- Headquarters
- Tödistrasse 48, Zurich, Switzerland 8002
- Website
- pilotage.group
- Phone
- 41435081717
- @1850236
- SEC file
- 801-79148
- Structure
- corporation organized in Switzerland
- Fiscal year end
- December
Pilotage Private Wealth AG uses Bank Julius Baer & Co. ($130M, 65%), Efg Bank Ag ($44.4M, 22%) and Charles Schwab ($25M, 13%) as custodians for its separately managed accounts. Pilotage Private Wealth AG does not have custody of client assets.
- Bank Julius Baer & Co.Bank Julius Baer & Co. LTD. · Zurich · $130M65%
- Efg Bank AgEfg Bank Ag · Zurich · $44.4M22%
- Charles SchwabCharles Schwab & Co., Inc. · New York, NY · $25M13%
At year end, Pilotage Private Wealth AG’s separately managed accounts were mostly in stocks (62%) and cash (17%).
What the accounts hold
- Stocks62%
- Funds6%
- Bonds5%
- Cash17%
- Other10%
- Metals accounts (gold, silver, platinum); physical gold10%
How many clients does Pilotage Private Wealth AG have?
Pilotage Private Wealth AG has 85 clients and manages $228 million for them, as of March 2026. They include 48 individual clients, 14 high-net-worth individuals, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Pilotage Private Wealth AG offer?
Pilotage Private Wealth AG provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pilotage Private Wealth AG use?
Pilotage Private Wealth AG’s separately managed account assets are held at Bank Julius Baer & Co. LTD. (Zurich), with $130M, Efg Bank Ag (Zurich), with $44.4M and Charles Schwab & Co., Inc. (New York, NY), with $25M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Pilotage Private Wealth AG have?
Pilotage Private Wealth AG has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pilotage Private Wealth AG invest in?
At the end of its last fiscal year, Pilotage Private Wealth AG’s separately managed accounts held 62% exchange-traded equities, 17% cash and equivalents, 10% other, 6% registered funds (mutual funds, ETFs, BDCs) and 5% U.S. government and agency bonds. The 10% other category is described as: Metals Accounts (Gold, Silver, Platinum); Physical Gold.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pilotage Private Wealth AG?
Pilotage Private Wealth AG’s direct owner is Yann Rousset (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Pilotage Private Wealth AG get paid?
Pilotage Private Wealth AG is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pilotage Private Wealth AG?
Pilotage Private Wealth AG’s main office is at Tödistrasse 48, Zurich, Switzerland 8002. Its phone number is 41435081717. Its website is pilotage.group.