A true partner of Independant Asset Managers for more than 25 years
At Piguet Galland, our strength lies in our ability to deploy serenity throughout our relationship, in the present as in the future.
A true partner of Independant Asset Managers for more than 25 years
At Piguet Galland, our strength lies in our ability to deploy serenity throughout our relationship, in the present as in the future.
9/10
Overall satisfaction rating from our customers
Source: NPS study 2023
A human story...
You manage your clients’ financial assets and advise your clients, we are here to support you every step of the way.
You, independent asset manager
Manage the relationship with the private client and implement a discretionary management mandate over the deposited assets.
Private client
Opens an account, deposits financial assets and benefits from GFI and bank services (excluding asset management).
We, Piguet Galland
Execute stock market transactions according to investment instructions and serve as the client's security custodian.
Tripartite relationship
Piguet Galland et vous
The Piguet Galland DNA
A solid heritage
Firmly established in French-speaking Switzerland since 1856, we are a private bank specialising in global wealth management. If we had to define our business model in one word, it would be: proximity. Our comprehensive offering also enables us to serve institutional clients.
A solid financial group
Our majority shareholder, Banque Cantonale Vaudoise, is one of the few major banks in the world without a state guarantee to be rated AA by Standard & Poor's. This is "A+A" proof that the results are there.
We prefer simple, lightweight solutions so that you can obtain the information you need to monitor the accounts you manage.
Opening an account
All of the Bank's account opening documents are available on a dedicated cloud, whether for individuals or legal entities, in French or English.
Security deposits
Our custodian bank service ensures the security and management of your clients' deposits. The Bank takes care of the safekeeping and management of your security deposits.
Placing stock market orders
Your stock market orders are transmitted to our dealing room for execution. An intuitive PMS is available for placing orders and consulting client portfolios.
eBanking service for private clients
All the bank's private customers can access their accounts anytime via an eBanking application. They can also place all their payment orders via the application (QR code).
Consulting bank documents
Access all portfolio statements, tax statements and transaction notices at any time. Documents can be printed and are saved in the ebanking application.
Sending data
All client portfolio positions and transactions can be provided in the form of a daily data file, allowing seamless integration into various consolidation and transaction systems.
Solutions
Our additional services
Rely on the Wealth Advisory team's expertise.
Our wealth solution experts are here to help you and your clients with their projects. We provide an initial complimentary consultation along with a comprehensive wealth assessment.
Additionally, if necessary, we can also provide expertise in areas such as:
Planification financière
Estate planning
Pension analysis
Tax advice
Pension solutions
Banque Piguet Galland has put together a comprehensive range of pension products to satisfy you and your most demanding customers:
Vested benefits
3rd pillar A or B
BVG/LPP (compulsory, supplementary and included)
Plan 1e
We will choose the most suitable solution from our partner foundations. You have two options:
If you have authorisation from FINMA for collective asset management, you can apply your investment strategy.
If you do not have FINMA authorisation for collective asset management, you can use our LPP investment strategies as a financial intermediary
A pension fund tailored to your company
Occupational pension provision is vital to your company's social policy and the foremost means for tax optimisation. A customised pension plan that matches your professional and personal requirements is essential.
Our pension experts eagerly explore various structures, viable investment strategies, and your preferred level of engagement.
The team
A dedicated team just for you
We understand the importance of this human relationship and we are committed to working closely with you to achieve your goals. In addition to the tools we provide you, this trust relationship will enhance your ability to offer tailored services to your clients. This is particularly relevant for a target audience that is attentive to the banking and financial sector.
Julien Froidevaux
Head of Independant Asset Managers
With more than 30 years of banking and financial experience, more than half of which at the service of Independent Asset Managers, Julien Froidevaux is responsible for developing the Bank's commercial presence in this sector of activity. The holder of a PhD in Management from the University of Geneva, he also holds CFA and CWMA diplomas, as well as the ESG investment certificate from the CFA Institute. Julien Froidevaux is also a lecturer at HEC Lausanne for the Master in Finance.
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Make an appointment
Your time is valuable, and we are committed to making this process as smooth as possible.
Nos solutions
Une expertise unique dans la gestion de patrimoine privée
Investment
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.
Piguet Galland offered us a number of different scenarios to help us through this major change in life, retirement.
Noémie Prod'hom
Happiness is knowing that I have someone who will bring their expertise to advise me and ensure my life is carefree.
Marie-Laure Favre
At Piguet Galland, the human factor takes center stage. We genuinely listen to understand and provide solutions, not merely to sell."
M’Bayang Thiam
I wanted to purchase and renovate a house through an auction, which required immediate payment. Fortunately, your company performed exceptionally well."
David Vuadens
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."
Ann Evard
The aspect of the Bank that resonated with me in the past and to this day is trust, which is conveyed through a sense of closeness and, most importantly, a dedicated point of contact."
Anthony Picard
What I value most about Piguet Galland is the service and the trust-based relationship I have built with the various advisors I have worked with over the past thirteen years, all of whom have consistently been excellent."
Dominique Lauener
Throughout the years of building a trusting relationship with Piguet Galland, I have realized that a bank can be a lifelong partner for significant milestones."