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Portfolio management

Investing my way

"To invest, yes, but not if it goes against my principles." Investing is a personal decision, and we understand that your risk tolerance, along with your knowledge and experience in investment, play a crucial role in your decision-making. Our portfolio management approach is designed to align perfectly with your goals and convictions. Make investment choices that resonate with what matters most to you by investing with us.
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A holistic approach

Portfolio management that reflects your values

Your personal values, your relationship with ethics, and the world around you are at the heart of your financial or otherwise decisions. We are committed to providing you with portfolio management that is tailored to you. Our approach to responsible investment (ESG) enables us to select investment solutions that, while optimising performance, stay consistent with your convictions.

Align your finances with what matters most to you

With portfolio management that reflects your values, you can invest with complete peace of mind while pursuing your long-term financial goals.

Our approach to responsible investment

Our approach to responsible investment integrates environmental, social and governance (ESG) criteria into all our investment decisions, aiming to create a sustainable financial impact while promoting responsible practices.
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Our thematic share certificates

Thematic Share Certificates offer a unique opportunity to invest in specific growth sectors shaping our financial future.
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Your project: grow your finances consciously

A project is an ambition, an objective that drives us. Rome wasn't built in a day: managing your portfolio is a vast subject. Investing consciously is already quite challenging, from your risk tolerance to your savings objectives, from your desired performance to your values and convictions. Piguet Galland's ambition is to help you realise your life's projects with complete peace of mind.

  • 01.

    01.

    What are my values and priorities when it comes to investing?

  • 02.

    02.

    How can I integrate ESG (environmental, social and governance) criteria into my investment decisions?

  • 03.

    03.

    What responsible investment options are available to me?

  • 04.

    04.

    How can I track and evaluate my responsible investments?

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.
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  • 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.
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  • 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.
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Contact us

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Foire aux questions

Find out more about portfolio management

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Portfolio diversification

Discover our white paper on portfolio diversification, enabling you to develop an in-depth understanding of this concept. It will help you build a solid, balanced portfolio, bringing you closer to achieving your financial goals.

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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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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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