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Our investment philosophy

We have developed a robust and balanced investment approach to effectively and relevantly meet your needs.
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The 4 principles of our investment philosophy

Our investment philosophy is based on a strong conviction strategy.

Making investment decisions based on strong convictions is essential to achieving sustainable returns and maximizing value creation for our clients.


This approach means that we actively seek out investment opportunities that offer significant growth potential and are in line with our values and objectives. Rather than blindly following market trends or being swayed by the general consensus, we strive to conduct a thorough and rigorous analysis of each company or asset we invest in. We focus on understanding company fundamentals, industries, and relevant economic trends to make informed decisions and build a diversified portfolio. We also seek to identify potential catalysts that can positively impact investment performance.
This conviction-based investment strategy enables us to build strong portfolios for our clients in their best interests.

rse
Piguet Galland & vous.

Committed investments for a sustainable future

Socially responsible investment (SRI), or sustainable investment, is an approach that incorporates environmental, social and governance (ESG) criteria when selecting investments. The aim is to generate financial returns while considering the social and ecological impact of the companies in which we invest.

The ESG approach

Piguet Galland supports companies that adopt sustainable practices in the environmental (reduction of carbon emissions, renewable energies), social (respect for human rights, diversity and inclusion) and governance (transparency, responsible risk management) fields. This approach can take different forms, such as excluding companies operating in controversial sectors, integrating ESG indicators into financial analysis, or investing in positive-impact companies that solve social and environmental problems.

Swiss Sustainable Finance


By becoming a member of Swiss Sustainable Finance, Piguet Galland takes part in the active community of sustainable finance in Switzerland and contributes to integrating sustainability principles into the Swiss financial industry.

A good understanding of the risks involved

An in-depth risk analysis precedes each of our decisions. Our absolute priority is to preserve your assets over the long term while ensuring that returns align with your investment profile.

 

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01.

Our mandates are specifically designed to achieve long-term performance objectives, emphasising rigorous risk management. We understand the importance of proactively managing risk to protect your investments from market fluctuations and unforeseen events.

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02.

We pay particular attention to risk management and portfolio diversification, ensuring that investments are spread evenly across different sectors and geographical regions. This approach allows us to reduce company or sector-specific risks and better withstand market volatility periods.

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03.

Every investor has unique objectives and preferences. That's why we work closely with you to understand your needs and tailor our strategies accordingly. Our personalised approach ensures we consider your risk preferences and performance objectives to develop tailored solutions that meet your expectations.

A long-term focus

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Successful investments require long-term vision and strategic patience.

Rather than seeking quick gains or reacting to day-to-day market fluctuations, we focus on building a solid, sustainable portfolio to generate consistent returns over the long term. This approach enables us to withstand the ups and downs of the market and capitalise on longer-term opportunities.

Making investment decisions based on strong convictions is essential to achieve sustainable returns and maximise value creation for our clients.


This approach means that we actively seek out investment opportunities that offer significant growth potential and are in line with our values and objectives. Rather than blindly following market trends or being swayed by the general consensus, we strive to conduct a thorough and rigorous analysis of each company or asset we invest in. We focus on understanding company fundamentals, industries and relevant economic trends to make informed decisions and build a diversified portfolio. We also seek to identify potential catalysts that can positively impact investment performance.
This conviction-based investment strategy enables us to build strong portfolios for our clients in their best interests.

“Based on our convictions, our management style has remained unchanged in recent years. We're consistent and disciplined over time, which enabled us to overcome two significant crises with complete peace of mind.”

daniel-varela

Daniel Varela Chief Investment Officer

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.

  • How much do you want to invest? You should invest at least 300,000 CHF.
  • How much time do you want to devote to managing your portfolio?
    • As much as possible As little as possible
  • Would you like to make your own investment decisions?
    • As much as possible As little as possible
Which mandate is right for you?

Our recommendation

  • Responsive transactional advice

    If 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.
    Learn more

  • Proactive portfolio monitoring

    Opt 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.
    Learn more

  • Direct access to our team of investment specialists

     To 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

    The 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

    The 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

    In 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.
    Learn more
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Our Corporate Social Responsibility

We consider the social and environmental impact of all our decisions to contribute to a fairer and more humane world.

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Since 1856, we've been helping you to plan for the future and enjoy the present with complete peace of mind.

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