Wealth review
Optimise your wealth with a personalised strategy
A wealth assessment enables you to understand, structure and optimise your financial situation with complete confidence. Expertise that is acclaimed, at the service of your projects
Best Swiss Private Bank 2025
International Banker elects Piguet Galland as the best Swiss private bank for the fifth consecutive year.
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Determine your budget
Whether you are in a saving phase or drawing on your assets, understanding 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. Our analysis takes into account your entire wealth, as our expertise covers every component of your portfolio.
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Assess your pension provision
Analyse your occupational and private pension plans to make the most of them, protect your family and ensure a serene retirement.
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Identify tax optimisation opportunities
Mastering your taxation will enable you to see your projects through to completion.
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Review your financial and real estate assets
Determine the right level of debt over the medium and long term, and align the management of your holdings with your personal objectives.
Receive your personalised wealth assessment
Together, we create an action plan with clear and practical recommendations.
A single meeting is all it takes for us to prepare a tailor-made wealth assessment for you.
During this discussion, we will review all the key aspects to help you achieve your goals.
You will receive your complimentary wealth report within 48 hours.
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From advice to management of your investment portfolio, we devise a strategy in line with your profile, your values and your plans, to preserve your capital and make it grow.
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We analyze your assets to help you build and structure them, with the aim of optimizing them and anticipating the future.
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We offer various financing solutions, such as mortgages and Lombard loans, to help you with your real estate projects.
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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.
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Peace of mind for your projects
To provide you with the best possible support, we want to understand what keeps you awake at night - your projects, your dreams. Our expertise lies in aligning your assets with the projects that are close to your heart.
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A human-scale bank backed by a solid financial group
Our majority shareholder, Banque Cantonale Vaudoise, is one of the few major banks in the world without a state guarantee to be rated AA by Standard & Poor's. A+A" proof that the results are there.
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French-speaking and close to you
It's because we're close to you, where you need us and available when you need us, that we do our wealth management business with agility and efficiency, and always with a smile.
