Independent asset managers

We work closely with independent asset managers, giving them access to all the services and expertise of a private bank.

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Geneva banker: 'Independence is more important than portfolio management'
Independent asset managers The 11 April 2019

‘People care so much because it is their business. If it is yours you want to beat the competition and be the best. If you are small either you are good or you die.’

Our service offering for independent asset managers

We work in partnership with independent asset managers, ensuring that they have full access to conventional services, such as custodian banking, order execution, mortgage loans, Lombard loans and investment solutions. On top of that, we have expanded our service offering to include pension planning, financial planning, advisory services and innovative reporting tools. Our sophisticated array of services is based on a simple, flexible and competitive fee structure that can be tailored to each client.

Salle du conseil
Les Gérants Indépendants : un axe de croissance pour Piguet Galland

Our international reach

Independent asset managers have access to the same services as our private clients, and our solutions can be tailored to both Swiss and international clients. We have expertise in a number of international markets and therefore cover most of the regions in which our independent asset managers operate, meaning that they can call on us for any and all of their needs.

Commitment

Independent asset managers are a major growth driver for us. Several senior members of our highly experienced and extremely competent team are dedicated to developing this business. Our focus is on ensuring operational flexibility and swift decision-making.

State of mind

Like us, independent asset managers base their approach on an uncompromising commitment to truly personalised services and solutions, a willingness to be available whenever the client needs them, and a general sense of responsibility towards the client. And they, like us, are focused on deepening their expertise and providing excellent service quality. This shared sense of purpose underpins our excellent working relationship with independent asset managers.

Our approach

Assess

We offer state-of-the art management, trading and reporting tools, including Performance Watcher applications. They allow independent asset managers to better understand, assess and compare the risks and returns of the portfolios they manage.

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Customise

Independent asset managers can work closely with our Investment Advisory Team in order to develop bespoke investment solutions for their clients.

 

Plan

Our Wealth Advisory Team is also on hand to help independent asset managers draw up a financial plan that covers most aspects of their clients’ wealth, including pension planning.

Find out more about what we have to offer you

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Legal

The Piguet Galland & Cie SA website (the "Site") describes the activities of Piguet Galland & Cie SA in Switzerland. Piguet Galland & Cie SA does not offer its services outside of Switzerland, and the Site is meant solely for individuals and legal entities domiciled in Switzerland, along with existing clients of Piguet Galland & Cie SA.

Personal informations
Nos services n'étant disponibles qu'aux résidents suisses, le choix du pays de domicile n'est pas disponible.
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