Take control of your taxes
Taxes play a central role in many aspects of your life plans. By managing your tax situation effectively, you can optimise your resources, minimise the tax base and ensure better protection for your assets.
Take control of your taxes
Taxes play a central role in many aspects of your life plans. By managing your tax situation effectively, you can optimise your resources, minimise the tax base and ensure better protection for your assets.
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Pension
Fill pension gaps to save tax.
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Loans
Calculate the optimum level of debt to reduce tax impact.
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Taxes
Define your marginal tax rate to plan your strategy.
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Determine your budget
Whether you are able to save or currently drawing on your assets, your budget is the starting point for assessing the feasibility of your projects.
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Structure your investments
We go beyond the management of financial assets alone and take into account your entire wealth portfolio, as our expertise covers all the assets that make it up.
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Your pension situation
Review your occupational and private pension arrangements to make the most of them, protect your family, and ensure a peaceful retirement.
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Tax optimisation opportunities
Understanding and managing your taxation effectively will help you carry your projects through to completion.
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Your financial and real estate assets
Determine the appropriate level of debt over the medium and long term, and align the management of your assets with your future plans.
Request your wealth assessment
Together, we build a structured action plan based on clear, tailored recommendations. From a single meeting, we create a personalised wealth assessment for you, covering all the key dimensions needed to bring your projects to life. We are committed to delivering your wealth assessment, free of charge, as quickly as possible.
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With so many service providers, obtaining a comprehensive, unified picture of your finances can be difficult. Your wealth check offers a simple, consolidated view of where you stand.
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A wealth check only truly delivers value when it leads to concrete actions that help you realise your life projects. That’s why you’ll receive clear, actionable recommendations to put in place.
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From this simplified wealth assessment, we are already able to suggest several preliminary recommendations. Our clients benefit from fully integrated wealth planning and structuring expertise.
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Jihan Bicici
Head of Asset Management Solutions
A graduate of the University of Geneva in Political Science, Jihan Bicici began his career as a financial advisor with Swiss Life Select before moving on to UBS. In 2018, he joined Piguet Galland as Pension and Wealth Planning Specialist and has held the position of Head of Wealth Solutions since 2025.
A life project is not something you share with just anyone.
Dedicated experts in every field.
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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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Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
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We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
What our clients say about us.
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Piguet Galland offered us a number of different scenarios to help us through this major change in life, retirement.
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Happiness is knowing that I have someone who will bring their expertise to advise me and ensure my life is carefree.
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At Piguet Galland, the human factor takes center stage. We genuinely listen to understand and provide solutions, not merely to sell."
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I wanted to purchase and renovate a house through an auction, which required immediate payment. Fortunately, your company performed exceptionally well."
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Piguet Galland is the financial partner that's close to my heart. I have complete trust in them. In this bank, you get to know them on a personal level, and that's of utmost importance."
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The aspect of the Bank that resonated with me in the past and to this day is trust, which is conveyed through a sense of closeness and, most importantly, a dedicated point of contact."
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What I value most about Piguet Galland is the service and the trust-based relationship I have built with the various advisors I have worked with over the past thirteen years, all of whom have consistently been excellent."
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Throughout the years of building a trusting relationship with Piguet Galland, I have realized that a bank can be a lifelong partner for significant milestones."
