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Working together to ensure the financial stability of thousands of people

The institutions we work with have a responsibility to help many people secure their financial future. We use our expertise to help them achieve this goal.

The institutions we work with

Our institutional clients

We provide institutional clients with asset servicing solutions and diversified investment strategies supported by the expert advice of our teams.

  • caisse de pension piguet galland

    Pension funds

    We offer investment solutions that align with your pension fund priorities. 

  • fondations

    Family and public foundations

    We understand the challenges foundations, endowments, local authorities, and associations encounter. We help you manage your fund investments.

  • banque pour family office

    Family offices

    We make our resources available to family offices to assist your clients in achieving their short- and long-term objectives by providing multi-asset investment strategies and risk management.

  • banque pour assurances et institutions financieres

    Insurance and financial institutions

    We assist you in implementing your investment and risk management strategies in a continually evolving investment landscape.

  • fonds souverains

    Sovereign wealth funds

    We provide a range of tailored solutions and investment, risk management, and advisory services for governments.

Piguet Galland & vous.

Let's work together

Our mandates focus on long-term performance objectives and strict risk management.

  • gestion actif client institutionnel
  • gestion actif client institutionnel
  • gestion actif client institutionnel
  • Excellent returns over time

    Our long-term performance is sustainable. For over 20 years, our managers have consistently outperformed the benchmark indices for the Bank's BVG mandates.

  • Financial strength & stability

    You benefit from our dedicated department for institutional clients within the Bank, backed by our strong financial group. Our shareholder is Banque Cantonale Vaudoise, the 5th largest bank in Switzerland with CHF 3.6 billion in equity.

  • Flexibility

    We can implement customized solutions and adapt the management style to align with your constraints or requirements.

A wide range of management services tailored to your needs

Our institutional mandates

Whether you're looking to leverage opportunities in equity and bond markets or prefer entrusting the management of your pension fund, we provide a comprehensive array of options that align with institutional client expectations. You can choose a solution tailored to your specific objectives.

  • mandat LPP institutionnel

    Balanced BVG (LPP) Mandate

    Our managers consistently outperformed benchmark indices for over two decades in managing the Bank's balanced LPP mandates. Piguet Galland's BVG40 institutional management has consistently delivered an annualised return of 0.6% above its benchmark index, with similar results for BVG25 management.

    • BVG 25
    • BVG 40
  • Mandat obligations institutionnel

    Bond mandate

    Our CIO, Daniel Varela, consistently ranks among the world's top bond managers. His team utilises over 50 years of data for their analyses while avoiding consensus thinking. Over the past two decades, their results have consistently outperformed benchmark bond indices.

    • Swiss Bonds
    • International bonds
  • Mandat actions

    Equity mandate

    Our CIO, Daniel Varela, consistently ranks among the world's top bond managers. His team utilises over 50 years of data for their analyses while avoiding consensus thinking. Over the past two decades, their results have consistently outperformed benchmark bond indices.

    • Swiss equities
    • International equities
gestion institutionnelle

We work with our institutional clients on a partnership basis, developing relationships with them that prove profitable over the long term.

Expertise in institutional funds

Our institutional funds

Our offer reserved for institutional clients includes several funds managed by Piguet Galland.

  • Piguet Fund - Swiss Equities SMID Institutionnals

    The Piguet Fund - Swiss Equities SMID concentrates on the small and mid-cap segment of the Swiss stock market, offering diversification with active management. The portfolio includes innovative and dynamic Swiss companies. The manager may use third-party funds, derivatives, and cash for risk management or opportunity exploitation.
    Daniel Steck

    Daniel Steck

    Analyst Fund Manager

    Piguet Fund - Swiss Equities SMID Institutionnals

    Piguet Fund - Swiss Equities SMID Institutionnals

    Swiss small and mid-cap equity fund.

      • Institutional Reserved
      • Piguet Fund Swiss Equities - SMID I

        • Currency

          CHF

        • ISIN

          CH1148776664

        • Distribution mode

          name_en

          Distribution ,

  • Piguet Global Fund - International bond Institutionnals

    The Piguet Global Fund - International Bond is a Luxembourg mutual fund aiming for high returns while preserving capital. It invests in international bond markets, including convertible bonds and bonds with options. The fund is available in CHF, EUR, and USD, offering daily liquidity.
    Daniel Varela

    Daniel Varela

    Chief Investment Officer

    Piguet Global Fund - International bond Institutionnals

    Piguet Global Fund - International bond Institutionnals

      • Institutional Reserved
      • International Bond (CHF) I

        • Currency

          CHF

        • ISIN

          LU0493469307

        • Distribution mode

          name_en

          Capitalization ,

      • Institutional Reserved
      • International Bond (CHF) J

        • Currency

          CHF

        • ISIN

          LU0493469729

        • Distribution mode

          name_en

          Distribution ,

      • Institutional Reserved
      • International Bond (EUR) I

        • Currency

          EUR

        • ISIN

          LU0493470651

        • Distribution mode

          name_en

          Capitalization ,

      • Institutional Reserved
      • International Bond (EUR) J

        • Currency

          EUR

        • ISIN

          LU0493470909

        • Distribution mode

          name_en

          Distribution ,

      • Institutional Reserved
      • International Bond (USD) I

        • Currency

          USD

        • ISIN

          LU0493470065

        • Distribution mode

          name_en

          Capitalization ,

      • Institutional Reserved
      • International Bond (USD) J

        • Currency

          USD

        • ISIN

          LU0493470495

        • Distribution mode

          name_en

          Distribution ,

This site contains information relating to a large number of investment funds registered and managed in different jurisdictions. The information on this website is not directed to any person in any jurisdiction where (because of that person's nationality, residence or otherwise) the distribution of or access to this website is prohibited. Persons subject to such local restrictions must not access this website. The information published on this site constitutes neither a solicitation nor an offer nor a recommendation to buy or sell or to engage in any other transaction in investment instruments. More information

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    b-corp

    B Corp™ Certification

    In 2023, Piguet Galland achieved B Corp certification, demonstrating its commitment to Corporate Social Responsibility.

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    great place to work

    Great Place to Work

    IN 2023, Piguet Galland was certified as a Great Place to Work® in Switzerland, with a particular appreciation for its human scale, values, working conditions, and management proximity.

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    ib 2023

    Best Swiss Private Bank 2023

    International bankers voted Piguet Galland the best Swiss private bank for the third consecutive year.

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Free choice of custodian

How do we work?

No conflict of interest: our service model is that of an independent asset manager. You are free to choose your custodian bank.

Scenario 1: You choose an external custodian bank.

If you already have a trusted relationship with a custodian bank or want to separate your investment management from asset servicing, we would like to offer you the flexibility of using our investment management services in conjunction with your external custodian bank.

  • Piguet Galland Logo

    Manager

    Exercises a management mandate in line with the defined investment strategy.

  • Vous

    You

    Benefit from the Bank's investment management services.

  • banque depositaire piguet galland

    External custodian bank

    Ensures the safekeeping and security of financial assets while facilitating transactions and providing detailed investment reports.

Tripartite relationship

Scenario 2: You choose Piguet Galland as your custodian bank.

Piguet Galland ensures the security and management of your financial assets, while executing transactions.

  • Piguet Galland Logo

    Gestionnaire & banque dépositaire

    Provides a management mandate per the defined investment strategy and custodian bank services.

  • Vous

    You

    Benefit from the Bank's investment management services.

Piguet Galland & vous.

Piguet Galland DNA

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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.

BCV

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.

Piguet Galland is also...

    • History

      1856

      Year the Bank was founded

    • Rectangle 147-1
    • Proximity
      graphique

      74%

      of our customers are Swiss - a wealth of experience in serving local institutions.

    • Certification

      BCorp

      Piguet Galland joins the exclusive club of Swiss banks certified B Corp. Source: Blab

    • Rectangle 169
    • Employer

      170

      employees in 6 sites in Switzerland

The team

Our team at your service

We are home to an institutional team with several leading names in the Swiss institutional market. Our recognised and experienced team will be able to optimise your investments according to your investment objectives. Our differentiation is based on solid pillars: performance, stability, experience and independence.

  • Stability

    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!

  • Experience

    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.

  • Independence

    Independence

    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

      Daniel Varela

      Chief Investment Officer

      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

      Christophe Julen

      Head of Institutional Asset Management

      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

    Daniel Varela

    Chief Investment Officer

    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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    Close
  • Christophe Julen

    Christophe Julen

    Head of Institutional Asset Management

    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 more
    Close
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Expertise investissements

Our investment philosophy

We aim to create wealth over the long term, using an investment approach that combines conviction and balance to outperform while limiting risk.

A conviction-based strategy focused on the long term

Our methodology is based on active management with strategic orientations and strong convictions based on our macro and micro-economic analyses. We build a solid portfolio focused on long-term returns, enabling us to navigate market fluctuations and seize longer-term opportunities.

Sutainable investment for a sustainable future

Environmental, social and governmental responsibility is a significant issue that deserves a privileged place in all our decisions. Piguet Galland is a member of Swiss Sustainable Finance to promote adopting sustainability principles in the country's financial industry.

Risk understanding and management

A thorough risk analysis precedes every decision we take. Our priority is to preserve your assets while aiming for long-term outperformance.

Investment method

Investment Methodology

Our investment methodology is based on a constant search for solid investment convictions, targeting potential returns to improve portfolio performance, diversify, and reduce volatility.

  • Confrontation

    Continuous debate to forge strong convictions

  • Review

    Daily market reviews

  • Comity

    Weekly investment committee

  • Strategy

    Quarterly Strategy Committee

People in a coridor

Our latest news

Informations légales

  • Ce site contient des informations relatives à un grand nombre de fonds de placement enregistrés et gérés dans différentes juridictions. Les informations de ce site web ne sont pas destinées aux personnes relevant de juridictions dans lesquelles (en raison de la nationalité des personnes, de leur lieu de résidence ou pour toute autre raison) la diffusion ou l’accès à ce site est interdit. Les personnes soumises à de telles restrictions locales ne doivent pas accéder à ce site web. Les informations publiées sur ce site ne constituent ni une sollicitation ni une offre, ni une recommandation d’achat ou vente ou de toute autre transaction sur des instruments de placement. Plus d’informations

Institutional Reserved

Piguet Fund Swiss Equities - SMID I

Swiss small and mid-cap equity fund.

Daniel Steck

Daniel Steck

Analyst Fund Manager

LinkedIn profile of Daniel Steck

Daniel Steck has nearly 25 years of experience in finance. After a first experience in financial analysis at Lombard Odier, particularly in the health sector, he continued his career at Reyl & Cie, as an analyst and portfolio manager. He joined Piguet Galland in 2018 as a senior manager and is responsible for the management of various thematic certificates and equity funds in Switzerland and North America.

Lire la suite
Institutional Reserved

International Bond (CHF) I

Its objective: to achieve a high return by investing in international bond markets.

Daniel Varela

Daniel Varela

Chief Investment Officer

LinkedIn profile of Daniel Varela

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.

Lire la suite
Institutional Reserved

International Bond (CHF) J

Its objective: to achieve a high return by investing in international bond markets.
Daniel Varela

Daniel Varela

Chief Investment Officer

LinkedIn profile of Daniel Varela

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.

Lire la suite
Institutional Reserved

International Bond (EUR) I

Its objective: to achieve a high return by investing in international bond markets.

Daniel Varela

Daniel Varela

Chief Investment Officer

LinkedIn profile of Daniel Varela

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.

Lire la suite
Institutional Reserved

International Bond (EUR) J

Its objective: to achieve a high return by investing in international bond markets.

Daniel Varela

Daniel Varela

Chief Investment Officer

LinkedIn profile of Daniel Varela

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.

Lire la suite
Institutional Reserved

International Bond (USD) I

Its objective: to achieve a high return by investing in international bond markets.

Daniel Varela

Daniel Varela

Chief Investment Officer

LinkedIn profile of Daniel Varela

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.

Lire la suite
Institutional Reserved

International Bond (USD) J

Its objective: to achieve a high return by investing in international bond markets.

Daniel Varela

Daniel Varela

Chief Investment Officer

LinkedIn profile of Daniel Varela

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.

Lire la suite