Discretionary portfolio management
In an uncertain world, your strategy must remain clear
Markets can evolve rapidly. In this context, managing your investments alone becomes increasingly complex.
With Piguet Galland’s discretionary portfolio management, you entrust your portfolio to a team of specialists who actively manage your investment strategy based on your profile and market conditions.
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
https://www.piguetgalland.ch/en/mandat-gestion-2026#formulaireIn 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.
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Understanding your life plans and goals
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Providing adapted solutions
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Ongoing, personalised monitoring
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Situation assessment
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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.
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.
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."
