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Occupational pensions

Are you a company or an entrepreneur? Whether you are one or the other, our extensive range and expert advice will meet all your needs.
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Piguet Galland & vous.

2nd pillar solutions that adapt to you, and not the other way around.

Piguet Galland specialises in the active management of your assets. Our experts proactively and transparently manage your assets, including investment products, performance, costs, and decisions. Explore our management methods to meet your specific needs.

Shared management

We offer the company's pension committee the option, if desired, to influence the investment policy for the pension assets of all employees. The committee can define its own profile and apply its management preferences.

Individual management

For employees with a salary exceeding CHF 132,300, a 1E pension plan can be provided, allowing each member to define their own investment profile. Piguet Galland offers five different profiles, including options with up to 70% in equities.

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Consultancy interview

Your advisor will gladly discuss tailor-made 2nd pillar solutions with you.

Book an appointment

We can act as your independent partner in your search for the ideal pension fund for your company.

A pension fund tailor-made for your company? Let's look at your current situation and compare your options.

So, how do you choose the right pension plan for you?

4 tips for a successful occupational pension plan

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We'll work with you to offer simple, flexible and attractive solutions.

  • Solution enveloppante

    Wrap-around solution

    - Simple administration
    - Customised plan
    - Risk profile up to 50% equities

  • Plan surobligatoire & plan cadre

    Supplementary pension plan & master plan

    - Intended for a restricted circle of affiliates
    - Maximise redemption capacity
    - Asset management up to 85% in shares

  • Plan 1e

    Plan 1e

    - Intended for a restricted circle of affiliates
    - One investor profile per affiliate
    - Risk profile up to 70% equities

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What are the advantages of 2nd pillar solutions?

  • Fiscalité.

    Taxes.

    Contributions and redemptions are tax-deductible, and the assets held are not subject to income or wealth tax.

  • Conseil personnalisé.

    Personalised advice.

    Buy-backs are tax-neutral for dividends, and the choice of technical data increases buy-back capacity.

  • Gestion privée.

    Private management.

    Our solutions enable private, personalised management of the invested assets. Services can be freely defined.

  • Politique sociale.

    Social policy.

    Companies can offer attractive pension solutions with deductible contributions as social security contributions.

  • Couverture étendue.

    Extensive coverage.

    Solution for extending pension cover. Assets can be separated so performance is not affected by other assets.

  • Gestion de fortune éprouvée.

    Proven wealth management.

    We offer institutional asset management that can be adapted to your management preferences, with transparent access to your investments.

“Pension provision is the number one concern for Swiss residents and your employees. Creating a pension fund that matches your corporate values is the best way to retain your talent and attract new talent. At Piguet Galland, we aim to meet our clients' needs with a customisable offering.”

vincent arnal

Vincent Arnal Head of Wealth Solutions

Investment expertise

Our investment philosophy

We have developed a solid and balanced investment approach over time to offer you a strategy in line with your investor profile.

A conviction-based strategy focused on the long-term

Our methodology is based on active management with strong strategic orientations and convictions based on expertise acquired over many years. We build a solid portfolio focused on long-term returns, enabling us to navigate market fluctuations and seize longer-term opportunities.

Responsible investment

Environmental, social and governmental responsibility is a significant issue that deserves a privileged place in all our decisions. Piguet Galland is a member of Swiss Sustainable Finance to promote adopting sustainability principles in the country's financial industry.

A good understanding and control of risks

A thorough risk analysis precedes each of our decisions. We prioritise preserving your assets over the long term while guaranteeing returns in line with your investment profile. We work closely with you to understand your unique objectives and preferences to determine the best investment strategy.

Piguet Galland is also...

    • Expertise

      18,9%

      Piguet Fund Performance - North American Equities A. Beginning of year to 30.06.2023

    • Masonry 1
    • Customer relations
      Tokyo Illustration

      90%

      of our clients are satisfied with our customer service. Source: NPS 2023 study

    • Certification

      Bcorp

      Piguet Galland becomes a member of the exclusive group of BCorp-certified Swiss banks

    • Masonry 2
    • Employer

      93%

      of our employees think that Piguet Galland is a great place to work. Source: Great Place to Work® Switzerland 2023

A unique blend

Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.

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.

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Wealth & pension advice

Wealth & pension advice

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

Wealth advice Pension planning
Financing

Financing

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

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Webinars & events

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Webinars & events

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All webinars & events

Academy

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

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