Investment advice and portfolio management.
Our investment philosophy
We have developed a solid and balanced investment approach over time to offer you a strategy aligned with your investor profile.
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A conviction-based strategy focused on the long-term
Our methodology is based on active management with strong strategic orientations and convictions based on expertise acquired over many years. We build a solid portfolio focused on long-term returns, enabling us to navigate market fluctuations and seize longer-term opportunities.
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Responsible 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, which promotes adopting sustainability principles in the country's financial industry.
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A good understanding of risk and control
A thorough risk analysis precedes each of our decisions. We prioritise preserving your assets over the long term while guaranteeing returns in line with your investment profile. We work closely with you to understand your unique objectives and preferences to determine the best investment strategy.
Our mandates
It's up to you whether you want to hand over your investment strategy to a trusted Swiss partner or take charge of it yourself with the assistance of our experts. Select the option that aligns best with your needs and financial objectives.
Which mandate is right for you?
Our recommendation
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Responsive transactional advice
If 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
Opt 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
To 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
The 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
The 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.
Contact us
Give your money the chance to invest as much as you do
Make the most of compound interest. Money doesn't fall from the sky, but with compound returns, your money can grow independently. Returns on your portfolio are reinvested to generate additional income over time.
Investment solutions
Discover our wide range of financial instruments to help you build and diversify your investment portfolio.
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Investment funds & ETFs
Easily diversify your portfolio and get expert management with open-architecture funds offering a wide choice of investment options, our in-house funds managed by the Piguet Galland investment team offering a more targeted approach, and ETFs (Exchange-Traded Funds) designed to track the performance of specific indices, providing diversified exposure to a particular market or sector.
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Actions
& obligationsOptimise your portfolio by investing in two complementary asset classes: equities and bonds. Equities offer the potential for short- or long-term capital growth, as you wish, while bonds provide a regular income stream and stability. This combination allows you to diversify your risk and benefit from attractive returns and a degree of security.
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Thematic certificates
Are you interested in investing in specific themes? We've created certificates that enable you to invest in themes that align with your interests. Thematic certificates provide focused exposure to particular sectors or emerging trends, allowing investors to participate in the performance of promising investment themes like renewable energies or cutting-edge technology. These instruments streamline diversification by eliminating the need for individual stock selection.
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Alternative investments
Alternative investments diversify your portfolio beyond traditional investments. They include property, commodities, hedge funds, etc. They provide exposure to non-traditional assets, offering uncorrelated returns; they can also provide a hedge against volatility. However, they carry a higher level of risk and require specific expertise.
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Structured products
We develop tailor-made structured products for investors who want to boost their assets. They are designed to meet specific needs regarding return, capital protection or diversification. Structured products can be based on indices, equities, bonds, commodities or other underlying assets. They often offer more complex risk management strategies, such as downside protection or contingent returns.
Learn more about investment management
The Investment team
Our investment team is dedicated to portfolio management, in-house funds, and thematic certificates. It is made up of seasoned experts who are passionate about investing. Whether you're a beginner or an experienced investor, we work closely with you to understand your needs and objectives so that we can offer you tailored solutions.
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From CHF 300,000 to infinity.
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Webinars & events
Webinars & events
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WebinarWebinar replay
Strategy & market update, 3rd quarter 2024
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Webinar replay
Finance your cash requirements intelligently
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Webinar replay
Investment: Our convictions for the 2nd quarter of 2024
Our latest news
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25.09.2024