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Receiving an inheritance
Inheriting the past, building the future
Over time, baby boomers have built up an estate that will be passed on to future generations. Are you ready to inherit? We can help you prepare for this crucial transition.
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Pension
Fill pension gaps to save on taxes.
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Loans
Calculate the optimal debt level to reduce fiscal impact.
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Taxes
Define your marginal tax rate to plan your strategy.
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01.
Determine how taxes affect your budget.
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Analyse the structure of your savings and investments.
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Identify all the levers you can use to keep control of your taxes.
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Obtain personalised recommendations to reduce your taxes.
Wealth Assessment
A wealth assessment gives you a better understanding of your asset situation to make informed decisions to achieve your goals.
Management mandate
For maximum peace of mind and depending on your investment profile, delegate your portfolio management to our specialists.
Advisory mandate
A personalised support and advice solution. You're the captain on board, and you make the investment decisions.
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.
Our recommendation
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Responsive transactional advice
Learn moreIf 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
Learn moreOpt 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
Learn moreTo 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
Learn moreThe 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
Learn moreThe 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
Learn moreIn 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.
Real estate
- What steps need to be taken to assess the value of inherited property?
- How do you decide whether to keep, rent or sell an inherited property?
- What strategies can be used to minimise inheritance tax on property?
Pension
- What are the long-term investment options for growing your inheritance over the long term?
- How can we put in place a risk management strategy to preserve the value of our heritage?
- What types of insurance are best suited to securing your family's financial future?
Taxes
- What legal tax deferral strategies are available for inheritances?
- How can you minimise tax liabilities while complying with current regulations?
- What steps are involved in implementing effective tax planning regarding inheritance?
Philanthropy
- How do you choose the philanthropic cause that best matches your family's values?
- What are the options for creating an endowment fund or charitable foundation connected to your inheritance?
- How can family members effectively participate in philanthropic initiatives to perpetuate the family legacy?
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.
Webinars & events
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Academy
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Wealth solutions
Build, grow, and preserve your wealth.
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Pension planning
All you need to know about pension planning for people and for businesses.
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Financing
Financing options for your real estate project.
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Investment
Resources to learn the fundamentals of investment or to specialize.
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