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Conseil en investissement et gestion de portefeuille.
Conseil en investissement et gestion de portefeuille.
Conseil en investissement et gestion de portefeuille.
Conseil en investissement et gestion de portefeuille.
Conseil en investissement et gestion de portefeuille.
Conseil en investissement et gestion de portefeuille.

Investment advice and portfolio management.

Being a financial analyst is the Number 1 option for managing your investment portfolio like a pro. We are solution Number 2.

Investment expertise

Our investment philosophy

We have developed a solid and balanced investment approach over time to offer you a strategy aligned with your investor profile.

  • 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.

  • 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.

  • 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 support packages

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.

mandat de gestion
Managed by Piguet Galland

Management Mandate

For maximum peace of mind and depending on your investment profile, delegate your portfolio management to our specialists.

mandat de conseil
Managed with Piguet Galland

Advisory mandate

A personalized support and advisory solution. You're always the captain on board, making all the investment decisions.

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.

  • How much do you want to invest? You should invest at least 300,000 CHF.
  • How much time do you want to devote to managing your portfolio?
    • As much as possible As little as possible
  • Would you like to make your own investment decisions?
    • As much as possible As little as possible
Which mandate is right for you?

Our recommendation

  • 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.
    Learn more
  • 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.
    Learn more
  • 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

    Learn more
  • 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.
    Learn more
  • 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.
    Learn more
  • 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.
    Learn more
Compound interest

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.

Choose your return prediction and simulate compound interest benefits.

    Our products

    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.

    • Financial Growth

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      & obligations

      Optimise 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.

    • Investment Growth

      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.

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    Our ESG policy

    Our approach to responsible and sustainable management is based on a commitment to a greener future, where innovation, transparency and accountability are at the heart of every decision we make.

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    Frequently asked questions

    Learn more about investment management



    Putting people first

    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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        Daniel Varela

        Chief Investment Officer

        Daniel Varela graduated from the University of Geneva with a degree in Business Administration, majoring in Finance. He began his career in 1989 as a bond manager. He joined Banque Piguet & Cie in 1999 as Head of Institutional Management, also responsible for the Bank's bond analysis and management. In 2011, Daniel became Head of Investment Strategy and Head of the Investment Department at Piguet Galland. He joined the Piguet Galland Executive Committee in January 2012 as Chief Investment Officer.

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    • daniel varela

      Daniel Varela

      Chief Investment Officer

      Daniel Varela graduated from the University of Geneva with a degree in Business Administration, majoring in Finance. He began his career in 1989 as a bond manager. He joined Banque Piguet & Cie in 1999 as Head of Institutional Management, also responsible for the Bank's bond analysis and management. In 2011, Daniel became Head of Investment Strategy and Head of the Investment Department at Piguet Galland. He joined the Piguet Galland Executive Committee in January 2012 as Chief Investment Officer.

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    Ready?

    Open an account

    From CHF 300,000 to infinity. 

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    Peace of mind, capital to build on.

    Achieve your financial goals with the support of our team. Don't let your investments sit; rely on our expertise to advise or delegate your portfolio management.


    • Learn more
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      Best Swiss Private Bank HNW Team (Swiss Domestic Clients) 2024

      The WealthBriefing Swiss Awards recognise the quality of service provided to Swiss HNW clients.

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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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      Fair-ON-Pay Advanced

      Fair-ON-Pay Advanced

      Piguet Galland is once again certified Fair-On-Pay Advanced in 2023, thanks to pay equity with less than a 2.5% gender pay gap within the company.

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      B Corp™ Certification

      B Corp™ Certification

      In 2023, Piguet Galland obtained B Corp certification. The Bank proves its commitment to Corporate Social Responsibility.

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      Great Place To Work

      Great Place To Work

      Piguet Galland certified Great Place to Work® Switzerland 2023. The human scale, values, working conditions and management proximity are particularly appreciated.

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      Best ESG structured product

      Best ESG structured product

      The Helv-ethic certificate managed in partnership with BCV, won Best ESG product at the Swiss Derivative Awards.

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      international_banker_award_meilleure_banque_privee_suisse_2021_512x370_1

      Best Swiss Private Bank HNW Team (Swiss Domestic Clients) 2023

      The WealthBriefing Swiss Awards recognise the quality of service provided to Swiss HNW clients.

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      Best Swiss Private Bank 2022

      Best Swiss Private Bank 2022

      International Banker voted Piguet Galland the best Swiss private bank for the second year running.

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      Meilleur fonds pour Piguet Fund - Pondéré CHF

      Meilleur fonds pour Piguet Fund - Pondéré CHF

      The Piguet Fund - Weighted CHF was again named the best fund in its category at the Refinitiv Lipper Fund Awards 2022.

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      Meilleure banque privée suisse 2021

      Meilleure banque privée suisse 2021

      Piguet Galland est élue meilleure banque privée suisse par International Banker.

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