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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

Livre de comptes Piguet Galland

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.

BVC

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.

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Tools for independent wealth managers

Technology at the service of your expertise

We prefer simple, lightweight solutions so that you can obtain the information you need to monitor the accounts you manage.

  • Opening an account

    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.

  • Depot de titre

    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.

  • Passage ordres de bourse

    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.

  • Service eBanking

    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).

  • consultation-documents

    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.

  • Envoi de flux de données

    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

  • expertise equipe
    expertise equipe
    expertise equipe

    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:

    • Property 1=Block-Chain
      Planification financière
    • Planification successorale
      Estate planning
    • Property 1=Pie chart
      Pension analysis
    • Conseil fiscal
      Tax advice
  • solution de prevoyance
    solution de prevoyance
    solution de prevoyance
    solution de prevoyance

    Pension solutions

    Banque Piguet Galland has put together a comprehensive range of pension products to satisfy you and your most demanding customers:

    • Planification financière
      Vested benefits
    • Property 1=report
      3rd pillar A or B
    • Analyse prevoyance
      BVG/LPP (compulsory, supplementary and included)
    • Property 1=Goal 1
      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
  • caisse de pension
    caisse de pension
    caisse de pension

    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 froideveaux

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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  • Team member 2
  • Leave
  • Leave
  • Team member 3
  • giorgio degola
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Make an appointment

Your time is valuable, and we are committed to making this process as smooth as possible.

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Nos solutions

Une expertise unique dans la gestion de patrimoine privée

Investment

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.

Wealth & pension advice

Wealth & pension advice

Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.

Financing

Financing

We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.

What our clients say about us.

  • Piguet Galland offered us a number of different scenarios to help us through this major change in life, retirement.
    vignette_noemie_prodhom

    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 vignette

    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

    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

    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

    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

    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

    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."
    Franck Neveu

    Franck Neveu

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