Investment advice and portfolio management.
Being a financial analyst is the Number 1 option for managing your investment portfolio like a pro. We are solution Number 2.
Management Mandate
For maximum peace of mind and depending on your investment profile, delegate your portfolio management to our specialists.
Advisory mandate
A personalized support and advisory solution. You're always the captain on board, making all the investment decisions.
Which mandate is right for you?
Whether you're an investor with the time and inclination to look after your portfolio or you'd like to delegate the management of your investments, we have the ideal solution. With our personalised approach and proven expertise, we can offer you tailor-made support.
Our recommendation
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Responsive transactional advice
Learn moreIf 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.
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Proactive portfolio monitoring
Learn moreOpt 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.
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Direct access to our team of investment specialists
Learn moreTo 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
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Replicate benchmark market perfomances
Learn moreThe 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.
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The expertise of Piguet Galland solutions
Learn moreThe 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.
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The expertise of Piguet Galland solutions
Learn moreIn 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.
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Investment funds & ETFs
Easily diversify your portfolio and get expert management with open-architecture funds offering a wide choice of investment options, our in-house funds managed by the Piguet Galland investment team offering a more targeted approach, and ETFs (Exchange-Traded Funds) designed to track the performance of specific indices, providing diversified exposure to a particular market or sector.
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Actions
& obligationsOptimise your portfolio by investing in two complementary asset classes: equities and bonds. Equities offer the potential for short- or long-term capital growth, as you wish, while bonds provide a regular income stream and stability. This combination allows you to diversify your risk and benefit from attractive returns and a degree of security.
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Thematic certificates
Are you interested in investing in specific themes? We've created certificates that enable you to invest in themes that align with your interests. Thematic certificates provide focused exposure to particular sectors or emerging trends, allowing investors to participate in the performance of promising investment themes like renewable energies or cutting-edge technology. These instruments streamline diversification by eliminating the need for individual stock selection.
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Alternative investments
Alternative investments diversify your portfolio beyond traditional investments. They include property, commodities, hedge funds, etc. They provide exposure to non-traditional assets, offering uncorrelated returns; they can also provide a hedge against volatility. However, they carry a higher level of risk and require specific expertise.
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Structured products
We develop tailor-made structured products for investors who want to boost their assets. They are designed to meet specific needs regarding return, capital protection or diversification. Structured products can be based on indices, equities, bonds, commodities or other underlying assets. They often offer more complex risk management strategies, such as downside protection or contingent returns.
Our ESG policy
Our approach to responsible and sustainable management is based on a commitment to a greener future, where innovation, transparency and accountability are at the heart of every decision we make.
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Daniel Varela graduated from the University of Geneva with a degree in Business Administration, majoring in Finance. He began his career in 1989 as a bond manager. He joined Banque Piguet & Cie in 1999 as Head of Institutional Management, also responsible for the Bank's bond analysis and management. In 2011, Daniel became Head of Investment Strategy and Head of the Investment Department at Piguet Galland. He joined the Piguet Galland Executive Committee in January 2012 as Chief Investment Officer.
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Daniel Varela graduated from the University of Geneva with a degree in Business Administration, majoring in Finance. He began his career in 1989 as a bond manager. He joined Banque Piguet & Cie in 1999 as Head of Institutional Management, also responsible for the Bank's bond analysis and management. In 2011, Daniel became Head of Investment Strategy and Head of the Investment Department at Piguet Galland. He joined the Piguet Galland Executive Committee in January 2012 as Chief Investment Officer.
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Peace of mind, capital to build on.
Achieve your financial goals with the support of our team. Don't let your investments sit; rely on our expertise to advise or delegate your portfolio management.
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Webinars & events
