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Managed by Piguet Galland

Management mandates

Management mandates are an ideal solution for the core of your wealth. We define your needs and objectives together. You then delegate the daily management of your investments to our specialists..
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Delegating the management of your investment portfolio for complete peace of mind.

Management mandates are suitable for investors who wish to delegate their portfolio management to investment professionals. Together, we determine your investor profile based on your investment horizon and risk appetite and manage your portfolio in line with your investment strategy.
Thanks to our expertise, you can free yourself from the constraints of day-to-day management and concentrate on what's important to you.

Distribution mandate

Management mandate

A tailored solution aligned with your liquidity needs

  • Semi-annual distribution of 2% to streamline financial planning
  • Specifically for our clients domiciled in Switzerland seeking low-tax income
  • Compare

    Our mandates

    Management mandate Advisory mandate
  • Index Basic

    Index funds only Responsive transactional advice

    • Index-linked instruments without active management
    • On-demand contacts with your adviser
    • Access to our analysts' publications and research
    • Expert financial adviser places your investment orders in the market
  • Confort Smart

    The expertise of Piguet Galland solutions Proactive portfolio monitoring

    • Exposure to long-term investment themes through certificates and in-house funds
    • Access institutional classes to take advantage of reduced costs
    • All the advantages of the BASIC mandate
    • Personalised investment recommendations
    • Regular contact with your Wealth Advisor
    • Appropriate investment monitoring
  • Premium Advanced

    Multi-asset class management Direct access to our investment specialists

    • Direct investments and funds from our recommended list
    • Integrate specific restrictions under certain conditions
    • All the benefits of the SMART mandate
    • A dedicated financial markets specialist
    • Personalised, in-depth advice on investment, optimisation and risk management
    • A broader investment pool and customised solutions

Compare

    • Strategic and tactical allocation Strategic and tactical allocation advice
    • Selection activity Investment advice
    • Low Reactive
    • Average Proactive
    • High Made to measure
    • Management style Risk management consultancy
    • Passive Reactive
    • Active Proactive
    • Active Made to measure
    • Risk management Frequency of contact
    • Occasional
    • Periodical
    • Personalised
    • Thematic investments Thematic investments
    • ESG criteria integration ESG investment solution
    • Management restrictions Direct access to our team of investment specialists
    • Direct line integration A broader investment universe and dedicated solutions
    • Recommended minimum assets Recommended minimum assets
    • 200’000 CHF 400’000 CHF
    • 300’000 CHF 400’000 CHF
    • 5’000’000 CHF 2’000’000 CHF
  • Strategic and tactical allocation

    Index Basic
    Confort Smart
    Premium Advanced
  • Selection activity

    Index Basic Low Reactive
    Confort Smart Average Proactive
    Premium Advanced High Made to measure
  • Management style

    Index Basic Passive Reactive
    Confort Smart Active Proactive
    Premium Advanced Active Made to measure
  • Risk management

    Index Basic Occasional
    Confort Smart Periodical
    Premium Advanced Personalised
  • Thematic investments

    Index Basic
    Confort Smart
    Premium Advanced
  • ESG criteria integration

    Index Basic
    Confort Smart
    Premium Advanced
  • Management restrictions

    Index Basic
    Confort Smart
    Premium Advanced
  • Direct line integration

    Index Basic
    Confort Smart
    Premium Advanced
  • Recommended minimum assets

    Index Basic 200’000 CHF 400’000 CHF
    Confort Smart 300’000 CHF 400’000 CHF
    Premium Advanced 5’000’000 CHF 2’000’000 CHF

*To ensure sufficient portfolio diversification > CHF 1,000,000.

“Delegating your portfolio management frees up your time and optimises your results. With our management mandates, we take this responsibility to heart: your assets are actively managed while you focus on what matters most to you.”

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Ross Evans Head of Discretionary Management

Investment expertise

Our investment

philosophy

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

A strategy focused on long-term investments

Our methodology is based on active management with strong strategic orientations 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.

Sutainable investment

Environmental, social and governmental responsibility is a major issue that deserves a privileged place in all our decisions. Piguet Galland proudly aligns itself with Swiss Sustainable Finance, actively championing the widespread integration of sustainability principles within Switzerland's financial sector.

Good understanding and control of risks

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.


Investment process

How we work together?

Our collaboration is based on a proactive, personalised approach. Working closely together, we will define your financial objectives and establish a strategy for achieving them. Your involvement is essential at every stage, and our expertise is at your service to help you fulfil your financial aspirations.

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    Understanding your life plans and goals

    You want to delegate your portfolio management to a professional team. During our first meeting, we'll discuss your objectives, investment scope and risk tolerance. We will define your investor profile to understand your expectations and needs better.

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    Providing adapted 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. Based on the information gathered, we can present you with an advisory mandate that best meets your expectations.

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    Building your portfolio

    After we've worked together and validated the strategy with you, you can safely delegate the day-to-day management of your investments to our specialised team. Our portfolio creation approach, grounded in meticulously crafted allocation grids, commences with a comprehensive analysis of the macroeconomic landscape. This analysis serves as the foundation for shaping an investment strategy that aligns with your risk profile, offering flexibility in tactical allocation to respond to market fluctuations. Concurrently, we identify the underlying trends that will influence your long-term financial success. Each investment decision is carefully deliberated to ensure your portfolio closely mirrors your financial objectives.

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    Ongoing, personalised monitoring

    Your journey doesn't end with the strategy's implementation. You'll always be informed even though you've entrusted your portfolio management to us. Our team vigilantly oversees your portfolio's performance in alignment with the established strategy. We remain agile in response to market shifts, making necessary adjustments, all while upholding transparent communication with you. Additionally, we diligently monitor risk factors.

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    Situation assessment

    We conduct regular reviews of your financial situation at a predetermined frequency. These updates help us stay informed about any changes in your finances and plans, allowing you to adjust your investment strategy as needed. Your ongoing financial success remains our unwavering priority.


Non-stop news

Keeping on top of portfolio's activity

You get personalised monitoring and total transparency on performance, portfolio, investment decisions, and strategies.

  • Développer mon patrimoine
    Développer mon patrimoine
    Développer mon patrimoine

    Weekly

    • icons_big1.5
      Market update, our weekly view of the financial markets
  • Être serein dans les étapes de votre vie
    Être serein dans les étapes de votre vie
    Être serein dans les étapes de votre vie
    Être serein dans les étapes de votre vie

    Monthly

    • icons_big4
      Management report
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      In-house fund newsletter including the r fund perfomances
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      Thematic newsletter: certificate performances
  • Transmettre mon patrimoine
    Transmettre mon patrimoine
    Transmettre mon patrimoine

    Quarterly

    • icons_big7
      Our CIO's quarterly investment strategy
    • icons_big8
      External Solutions Newsletter: quarterly publication regarding the performance of external solutions.

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 must 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.
    Make an appointment
  • 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.
    Make an appointment
  • 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
    Make an appointment
  • 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.
    Make an appointment
  • 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.
    Make an appointment
  • 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.
Responsabilité

Our Corporate Social Responsibility

We consider the social and environmental impact of all our decisions to contribute to a fairer and more humane world.

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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.

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A unique combination

Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.

Investment

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

Wealth & pension advice

Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.

Financing

Financing

We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.

Academy

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.