LPP mandates
Institutional BVG / LPP mandates
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Une performance de longue durée
Our managers consistently outperformed benchmark indices for over two decades in managing BVG / LPP mandates.
The aim of our BVG / LPP mandates is to generate regular income while keeping costs under control.
When selecting investments, we take into account the requirements of the legislation on occupational retirement, survivors' and invalidity pensions (BVV 2 / OPP 2).
- Piguet Galland's BVG40/LPP40 institutional management has consistently delivered an annualised return of 0.6% above its benchmark index.
- We have similar results for BVG25/LPP25 management.
Balanced Mandate BVG25 / LPP25
Customised mandate available. For example:- Minimum 25% in international bonds
- Maximum 35% international equities
- Maximum 15% investment in property, via units in collective investments and real estate companies
- Up to 25% cash authorised
- Maximum 30% in a currency other than the Swiss franc (CHF) without currency hedging
Balanced Mandate BVG40 / LPP40
Customised mandate available. For example:- Minimum 25% in international bonds
- Maximum 50% international equities
- Maximum 15% investment in property, via units in collective investments and real estate companies
- Up to 25% cash authorised
- Maximum 30% in a currency other than the Swiss franc (CHF) without currency hedging
Schedule
a meeting
The Institutional team will contact you as soon as possible.
Delegate your investment management
We provide institutional clients with asset servicing solutions and diversified investment strategies supported by the expert advice of our teams.
A solid heritage
Firmly established in French-speaking Switzerland since 1856, we are a private bank specialising in global wealth management. If we had to define our business model in one word, it would be proximity. Our comprehensive offering also enables us to serve institutional clients.
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A human scale Bank backed by a solid financial group
Our majority shareholder, Banque Cantonale Vaudoise, holds an AA rating from Standard & Poor's, a rare distinction among major banks worldwide. This 'A+A' rating is a testament to our consistent results.
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Stability
Our managers have been with us for 12 years. This stability enables us to forge solid relationships and better understand our customers' specific needs. By working with us, you'll benefit from our expert skills and the continual reassurance of a team here to support you in the long run!
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Experience
Our team has an average of 25 years experience in asset management. This longevity is a testament to our commitment to excellence and ability to navigate market fluctuations successfully. The expertise we have built up over the years enables us to provide our clients with sound advice and proven strategies for achieving their financial goals.
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Independance
Our asset management independence means we focus entirely on our clients' interests. Being free from any conflict of interest, we can select and recommend the solutions best suited to your financial needs without outside influence. This guarantees a personalised and transparent approach.
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Daniel Varela holds a degree in business administration with a specialisation in finance from the University of Geneva and began his career in 1989 as a fixed income manager. He joined Banque Piguet & Cie in 1999 as head of institutional asset management and with responsibility for bond analysis and management. In 2011, he became head of the investment strategy and Piguet Galland's investment department. In 2012, he joined Piguet Galland's Executive Committee as CIO.
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Christophe Julen has over 20 years of experience in institutional asset management. He started his career as an auditor for banks and pension funds before working for more than 15 years with firms specializing in institutional asset management. He holds an MBA from INSEAD.
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Daniel Varela holds a degree in business administration with a specialisation in finance from the University of Geneva and began his career in 1989 as a fixed income manager. He joined Banque Piguet & Cie in 1999 as head of institutional asset management and with responsibility for bond analysis and management. In 2011, he became head of the investment strategy and Piguet Galland's investment department. In 2012, he joined Piguet Galland's Executive Committee as CIO.
Read moreClose -
Christophe Julen has over 20 years of experience in institutional asset management. He started his career as an auditor for banks and pension funds before working for more than 15 years with firms specializing in institutional asset management. He holds an MBA from INSEAD.
Read moreClose