Our Corporate Social Responsibility
We consider the social and environmental impact of all our decisions to contribute to a fairer and more humane world.
Managed by Piguet Galland
Advisory mandates
Advisory mandates are aimed at investors particularly interested in the financial markets who wish to make investment decisions.
“Understanding the various factors that shape the trajectory of financial assets can be challenging. Making decisions independently, without being swayed by emotions, can be even more difficult. Let our specialists guide you, ensuring you meet your financial aspirations effectively.”
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Understanding your life plans and objectives
You are an independent investor who wants to retain control over your financial decisions while benefiting from expert advice. At our first meeting, we'll discuss your objectives, investment horizon and risk tolerance. We will identify your investor profile to understand your expectations and needs better.
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Providing appropriate solutions
Your assets represent an essential core, and we understand that you want to optimise their growth while preserving their integrity. We can call on our team of wealth advisory experts to draw up a wealth assessment plan and, based on the information gathered, present you with the advisory mandate that best meets your expectations.
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Personalised advice
Once the strategy has been defined, we don't just abandon you. Our team of experts stays by your side to provide you with relevant investment advice. Periodically, we present specific proposals and ideas linked to your strategy that could make your results more efficient for you. We want to ensure you know that every decision is underpinned by our expertise and aligned with your objectives.
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Ongoing, personalised monitoring
Your journey does not end with the strategy. We regularly communicate with you to see how your investments perform against your expectations and monitor the risks. We suggest reallocations or new investment ideas to reflect changes in your situation or the economic environment.
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Situation review
We regularly review our situation at a pre-defined frequency. This update lets us keep ahead of changes regarding your finances and plans so that you can adjust your investment strategy accordingly. Your financial success is always our priority.
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Suivi continu et personnalisé
Votre parcours ne s'arrête pas à la mise en place de la stratégie. Nous maintenons une communication régulière avec vous pour évaluer les performances de vos investissements par rapport à vos attentes et faire le suivi des risques. Nous vous proposons des réallocations ou de nouvelles idées d’investissement pour refléter les changements dans votre situation ou dans l'environnement économique.
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Revue de votre situation
Nous effectuons régulièrement une revue de votre situation, conformément à la fréquence préalablement définie. Cette mise à jour nous permet de rester au fait de l'évolution de vos finances et de vos projets, ce qui vous permet d'ajuster votre stratégie d'investissement en conséquence. Votre réussite financière demeure notre priorité constante.
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Weekly
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Market Update, our weekly view of the financial markets
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Mensuel
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Management report -
In-house funds newsletter including performances -
Thematic newsletter: thematic certificate performances
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Quarterly
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Our CIO's quarterly investment strategy -
External Solutions Newsletter: a quarterly publication on our external solutions' performances
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Which mandate is right for you?
Whether you're an investor with the time and inclination to look after your portfolio or you'd like to delegate the management of your investments, we have the ideal solution. With our personalised approach and proven expertise, we can offer you tailor-made support.
Our recommandation
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Responsive transactional advice
Make an appointmentIf you have investment ideas and a transactional approach, the Basic advisory mandate is for you.
- On-demand contacts with your adviser
- Access to the Bank's publications and our analysts' research
- You give the instructions, and your adviser places your orders in the market.
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Proactive portfolio monitoring
Make an appointmentOpt for the Smart advisory mandate if you want regular investment advice and proactive portfolio monitoring.
- Regular contact and investment advice from your financial adviser
- Access to all the Bank's publications and our analysts' research
- Monitoring whether your investments are in line with your objectives
- You give the instructions, and your adviser places your orders in the market.
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Direct access to our team of investment specialists
Make an appointmentTo you, Fibonacci, Elliott or Bollinger are more than just names from another era, and the terms HODL or short squeeze do not remind you of some form of barbaric practice. In that case, you are ready to move up a gear with our Advanced advisory mandate.
- Access to all the Bank's publications and our analysts' research
- Direct access to our specialists, service and intensity of tailored support from a dedicated investment adviser
- Personalised, in-depth advice on investment, optimisation and risk management
- An investment strategy, a broader scope and customised investment solutions
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Replicate benchmark market perfomances
Make an appointmentThe Index mandate is mainly investments in index funds, with asset allocation aligned with the Bank's investment strategy. The Index mandate allows investors to benefit from Piguet Galland's strategic views without being exposed to the favourable or unfavourable fluctuations of sectorial investments and individual securities.
- Regular contact with your Wealth Advisor
- Access to all the Bank's publications
- Passive index-linked investment strategy
- Transactions directly carried out by the investment team that manages your portfolio.
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The expertise of Piguet Galland solutions
Make an appointmentThe Confort management mandate is invested primarily in funds and certificates managed by Piguet Galland. This allocation ensures the best possible portfolio alignment with the Bank's strategic, tactical and sectoral views.
- Regular contact with your Wealth Advisor
- Access to all the Bank's publications
- Exposure to long-term investment themes through in-house certificates and funds
- Access to institutional classes of investment funds to benefit from reduced costs
- Transactions are transmitted directly by the investment team that manages your portfolio.
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The expertise of Piguet Galland solutions
In Premium management mandates, our experts favour multi-asset class management. The primary portfolio allocation includes in-house funds and certificates, reinforced by third-party funds and direct investments in equities and bonds, carefully selected to reflect the Bank's predominant convictions.
- Regular contact with your Wealth Advisor
- Access to all the Bank's publications
- A broader investment scope: exposure to long-term investment themes through in-house certificates and funds and investments in direct lines and funds from our recommended list
- Access to institutional classes of investment funds to benefit from reduced costs
- Possibility of integrating specific restrictions
- Transactions are transmitted directly by the investment team that manages your portfolio.
Discover Piguet Galland
Since 1856, we've been helping you to plan for the future and enjoy the present moment with complete peace of mind.
Investment
From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.
Wealth & pension advice
Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
Financing
We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
Webinars & events
