Management Mandate
Delegate with confidence, focus on what matters most
With our portfolio management mandates, you entrust your assets to experts who align your investments with your goals and risk profile. We simplify your financial life, so you can focus on what truly matters. Every step of the way, we deliver a personalised experience built around you.
What our customers say about us
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Piguet Galland offered us a number of different scenarios to help us through this major change in life, retirement.
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Happiness is knowing that I have someone who will bring their expertise to advise me and ensure my life is carefree.
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At Piguet Galland, the human factor takes center stage. We genuinely listen to understand and provide solutions, not merely to sell.
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I wanted to purchase and renovate a house through an auction, which required immediate payment. Fortunately, your company performed exceptionally well."
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Piguet Galland is the financial partner that's close to my heart. I have complete trust in them. In this bank, you get to know them on a personal level, and that's of utmost importance."
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One of the Bank's values that truly resonated with me and still resonates with me today is trust, expressed by a certain proximity and above all through a single point of contact."
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What I appreciate most about Piguet Galland is the service and the relationship of trust I have built up with the various advisers. I've worked with them over the last thirteen years. They have always been excellent."
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Over the years, I've built a relationship of trust with Piguet Galland; I now realise that a bank can also be a life partner throughout all the important milestones."
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Understanding your life plans and goals
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02.
Providing adapted solutions
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Ongoing, personalised monitoring
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04.
Situation assessment
Unique expertise in private wealth management
Thanks to our unique blend of business expertise, our financial advisors can help you achieve all your life goals.
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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.
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Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
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We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
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Your projects with complete peace of mind
To provide you with the best possible support, we want to understand what keeps you awake at night, your plans and your dreams. Our expertise lies in aligning your assets with projects close to your heart.
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A human-scale bank backed by a solid financial group
Our majority shareholder, Banque Cantonale Vaudoise, is one of the few major banks in the world without a state guarantee, and it holds an AA rating from Standard & Poor's. This is concrete proof of our results.
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Located in the French-speaking part of Switzerland and close to you
Because we are close to you, where you need us, and available when you need us, we conduct our wealth management business with agility and efficiency and always with a smile.
