Piguet Galland Investment Advice Smart

Tailor-made advice and mandates are available for all private banking clients. Individual investment requests and exclusions of individual equities are also possible.

The advisory mandate is offered in four risk profiles and is available in four currencies (CHF, EUR, GBP and USD).

Suitable for people who make their own investment decisions and would like to be supported or advised by the bank. Proactive monitoring of your portfolio. Access to ESG investment solutions. The final investment decisions are made by the client. In addition, Piguet Galland regularly informs the client about the performance and quality of the portfolio.

CHF 400,000

Investment advisory

The percentage flat fee includes custody and management fees and decreases as the investment amount increases. No minimum fee. 

The following services are included in the flat fee:
- Access to publications by Piguet Galland analysts.
- Personalized investment recommendations. 
- Regular contact with the advisor.
- Monitoring of the compliance of investments with the client's objectives.

Transaction costs are not included in the flat fee.

Product fees are not included.

Not included.

Access to products without kickbacks.

Stamp taxes and VAT are not included in the flat-rate fee.

Not possible.

Equities in portfolio: 10-35%. All-in fee depending on investment amount: 0.75% - 0.68% per year.

All-in fee depending on investment amount: 0.75% - 0.68% per year.

Equities in portfolio: 30-60%. All-in fee depending on investment amount: 0.75% - 0.68% per year.

Equities in portfolio: 50-80%. All-in fee depending on investment amount: 0.75% - 0.68% per year.

Equities in portfolio: 60-90%. All-in fee depending on investment amount: 0.75% - 0.68% per year.

Individual investment requests are possible.

Research

Equities, Investment funds, Bonds, Derivatives and structured products, ETCs, ETFs