Managed by Piguet Galland
Management mandates
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.
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Compare
Our management mandates
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Index Basic
- Index-linked instruments without active management
- Portfolio review with your advisor and recommendations at your request
- Access to our analysts' publications and research
- Expert financial adviser places your investment orders in the market
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Confort Smart
- 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
- Monitoring the appropriateness of your investments with your objectives
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Distribution
- Management favouring diversified sources of income on a global scale
- Half-yearly distribution to simplify financial planning
- Specifically for our Swiss-domiciled clients seeking low-tax income
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Premium Advanced
- Direct investments and funds from our recommended list
- Integrate specific restrictions under certain conditions
- Option to opt for a Conviction profile and apply additional sustainable investment criteria
- All the benefits of the SMART mandate
- A dedicated financial markets specialist
- Sophisticated, personalised advice on investment, optimisation and risk management
- A broader investment pool and customised solutions
Compare
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- Strategic and tactical allocation Strategic and tactical allocation advice
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- Selection activity Investment advice
- Low Reactive
- Average Proactive
- High
- High Made to measure
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- Management style Risk management consultancy
- Passive Reactive
- Active Proactive
- Active
- Active Made to measure
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- Risk management Frequency of contact
- Occasional
- Periodical
- Personalised
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- Thematic investments Thematic investments
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- ESG criteria integration ESG investment solution
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- Management restrictions Direct access to our team of investment specialists
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- Direct line integration A broader investment universe and dedicated solutions
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- Recommended minimum assets Recommended minimum assets
- 500’000 CHF 400’000 CHF
- 300’000 CHF 400’000 CHF
- 500'000 CHF
- 500'000 CHF 2’000’000 CHF
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Strategic and tactical allocation
Index BasicConfort SmartDistributionPremium Advanced -
Selection activity
Index Basic Low ReactiveConfort Smart Average ProactiveDistribution HighPremium Advanced High Made to measure -
Management style
Index Basic Passive ReactiveConfort Smart Active ProactiveDistribution ActivePremium Advanced Active Made to measure -
Risk management
Index Basic OccasionalConfort Smart PeriodicalDistributionPremium Advanced Personalised -
Thematic investments
Index BasicConfort SmartDistributionPremium Advanced -
ESG criteria integration
Index BasicConfort SmartDistributionPremium Advanced -
Management restrictions
Index BasicConfort SmartDistributionPremium Advanced -
Direct line integration
Index BasicConfort SmartDistributionPremium Advanced -
Recommended minimum assets
Index Basic 500’000 CHF 400’000 CHFConfort Smart 300’000 CHF 400’000 CHFDistribution 500'000 CHFPremium Advanced 500'000 CHF 2’000’000 CHF
“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.”
Ross Evans Head of Discretionary Management
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
Sutainable investment
Good understanding and control of risks
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
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Providing adapted solutions
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Building your portfolio
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Ongoing, personalised monitoring
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Situation assessment
Keeping on top of portfolio's activity
You get personalised monitoring and total transparency on performance, portfolio, investment decisions, and strategies.
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
Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.
Webinars & events
Webinars & events
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Webinar
Strategy & market update, 4th quarter 2024
Webinar replayStrategy & 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
Academy
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Wealth solutions
Build, grow, and preserve your wealth.
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Pension planning
All you need to know about pension planning for people and for businesses.
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Financing
Financing options for your real estate project.
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Investment
Resources to learn the fundamentals of investment or to specialize.