Tailor-made advice and mandates are available for all private banking clients. Individual investment requests and exclusions of individual equities are also possible.
The asset management mandate is offered in four risk profiles and is available in four currencies (CHF, EUR, GBP and USD). The asset management mandate invests primarily in investment funds and certificates managed by Piguet Galland. The allocation aims to achieve the best possible strategic, tactical and sectoral alignment of the portfolio. An allocation with a focus on Swiss investments is also offered (Pension Plus mandate). Investments in hedge funds are possible depending on the client's preference.
The flat fee includes custody and management fees and decreases as the investment amount increases. No minimum fee.
The flat fee does not include transaction costs (CHF 150 per transaction plus fiscal charges such as stamp duty and stock exchange fees).
Product fees are not included.
Independent trading not possible.
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: 0.85% - 0.7% per year.
All-in fee depending on investment amount: 0.95% - 0.84% per year.
Equities in portfolio: 30-60%. All-in fee depending on investment amount: 95% - 0.84% per year.
Equities in portfolio: 50-80%. All-in fee depending on investment amount: 1.05% - 0.94% per year.
Equities in portfolio: 60-90%. All-in fee depending on investment amount: 1.15% - 1.04% per year.
Individual investment requests are possible.
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