Take control of your portfolio management and choose the right solution for you.
How can you manage your investment portfolio effectively? Making your investments can be tempting. However, even the most seasoned investors sometimes need advice from professional managers to build a balanced portfolio in line with their investor profile...
Choosing support for your investments
When managing your portfolio, you have two options: go alone using an online trading platform or be accompanied by experts.
Advantages and disadvantages of trading platforms
The 2 advantages of trading platforms :
- Fast transactions
- Real-time investment controls
The risks of online trading :
- No advice on developing your investment strategy
- Risk of misplacement due to lack of product knowledge
- Operations are subject to the quality of your Internet connection
Advantages and disadvantages of working with a portfolio manager
The benefits of being advised by a portfolio manager :
- Defining your investor profile
- Higher success rate than online trading
- Minimised investment risk
- Intelligent investment of available resources
- Optimising financial investments
The disadvantages of using a portfolio manager :
- Slightly longer transaction times if you have not opted for active portfolio management
- Trading costs are higher than on other platforms
At Piguet Galland, we put our expertise at your service to guide you through the investment process. Whether you are a beginner or an experienced investor, we are here to provide you with the advice and assistance you need. We are investment experts, and our mission is to help investors manage their portfolios, whether you require personalised advice or want to delegate management entirely to our experienced professionals.
A personalised approach
We understand that every investor is unique, with specific objectives and preferences. That's why we work closely with you to build a tailor-made portfolio. We consider your financial goals, risk tolerance and investment preferences to offer solutions tailored to your situation.
Building a balanced portfolio
The key to effective portfolio management is diversification. We help you spread your investments wisely across different asset classes, sectors and regions. This approach allows you to minimise risk and seize growth opportunities.
Monitoring and adjustment
Managing a portfolio does not end with its creation. We constantly monitor market trends and suggest needed adjustments to your portfolio. We keep you informed of performance and provide regular reports so that you always remain in control of your investments.
Managing your investment portfolio may seem complex, but with Piguet Galland at your side, you benefit from an experienced and reliable investment partner. We work with you to make a portfolio tailored to your needs, offering personalised advice and a proactive approach. Please get in touch with us to learn more and start managing your portfolio with confidence and peace of mind.