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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..
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
“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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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.
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Weekly
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Market update, our weekly view of the financial markets
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Monthly
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Management report -
In-house fund newsletter including the r fund perfomances -
Thematic newsletter: certificate performances
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Quarterly
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.
Our recommendation
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Responsive transactional advice
Make an appointmentIf 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
Make an appointmentOpt 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
Make an appointmentTo 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
Make an appointmentThe 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
Make an appointmentThe 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.
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.
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
Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
Financing
We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
Webinars & events
