Investing my way

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.

  Learn more

• 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.

  Learn more

• 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
    
    

  Learn more

• 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.

  Learn more

• 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.

  Learn more

• 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.

  Learn more