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Benefit from a complimentary wealth check within 48 hours

How do you foresee your retirement?It is never too early to prepare for a comfortable retirement and rarely too late to make the right decisions.

Benefit from a complimentary wealth check within 48 hours

How do you foresee your retirement?It is never too early to prepare for a comfortable retirement and rarely too late to make the right decisions.

9/10

Overall customer satisfaction score

Source: 2023 NPS study

Managing your time and resources

What is the viability of your project? What resources do you have at your disposal? How can you maximize your wealth?

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Get answers to essential questions

What will my retirement lifestyle be like?What savings would be required to maintain my lifestyle?What means do I have today to optimise my situation tomorrow?How am I going to fill this income gap?

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Obtain tailor-made recommendations

To continue your story, you can imagine that you need to consider the chapters of your life that have already been completed to better prepare you for the future. Whatever the case, our Bank is there to guide you.

Why plan now?

  • Tax saving

    01

    For tax savings: reduce the tax base on income and wealth immediately and over time

  • Regulatory changes

    02

    To anticipate regulatory changes: planned reforms may reduce opportunities for tax optimisation

  • to plan rather than suffer

    03

    To plan rather than suffer: small regular efforts to avoid a shock later on

  • to protect your loved ones

    04

    To protect your loved ones: in the event of death or disability

  • Peace of mind

    05

    For peace of mind: your financial plan will serve as a roadmap

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Get your wealth check within 48 hours

Together, we draw up an action plan establishing specific recommendations. On the basis of a simple appointment, we carry out a tailor-made wealth assessment for you. We discuss with you all the themes necessary for the realisation of your plans. We undertake to send you your complimentary wealth check within 48 hours.

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The wealth check: the ideal tool to take stock of your financial and tax situation

  • clear vision

    In an environment where there are many service providers, it becomes difficult to have a consolidated vision. By carrying out your wealth check, you will obtain a clear and simple view of your global financial situation.

  • life project

    This assessment is only of value if it leads to measures that allow you to achieve your life projects. This is why, to sum it up, we will offer you concrete recommendations.

  • recommendations

    On the basis of this simplified assessment, we can already make a certain recommendations. Our clients benefit from comprehensive planning and structuring of their assets.

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Solutions

Nos services


Solidement implantée en Suisse romande depuis 1856, nous sommes une banque privée spécialisée en gestion du patrimoine global. Si nous devions définir notre modèle d’affaires en un mot, ce serait : proximité. Une valeur forte que nous démontrons au quotidien à travers un accompagnement sans faille dans la réalisation de vos projets de vie.

Investissements

Nous vous proposons des solutions d'investissements avec pour objectif premier de préserver votre capital et dans un second temps nous assurer de son rendement.

Solutions patrimoniales

Nous analysons ensemble votre patrimoine dans sa globalité et en fonction de vos projets de vie afin d'optimiser la structure de vos avoirs et d'obtenir les meilleurs résultats.

Financements

Nous faisons partie des rares banques privées capables de proposer aujourd'hui à nos clients des solutions de financement tels que le prêt hypothécaire ou le crédit lombard.

Prévoyance

L'épargne de prévoyance représente souvent la pièce maîtresse du patrimoine et, à ce titre, elle doit être traitée comme telle. Or, les multiples avantages fiscaux qu'elle propose sont souvent négligés. Nos spécialistes s'assurent donc de leur plein emploi au service de votre patrimoine.

A team for you

The profession of wealth solutions specialist


Beyond performance, our advisers strive for perfection. This ambition is expressed through the understanding of your needs, your situation as well as the optimisation of all the elements that make up your assets. This is an essential starting point that allows us to optimise both your economic and your fiscal situation.

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    Vincent Arnal

    Responsable Solutions Patrimoniales

    The holder of the IAF diploma and the Federal Certificate of Financial Advisor, Vincent Arnal began his career with Swiss Life Select and then with Banque Cantonale de Genève. He joined Piguet Galland & Cie SA in 2018 and then became Head of Wealth Solutions in 2020. He ensures the business development of the Bank's pension and financing solutions, as well as the management of the expertise that supports our clients in their life plans

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Make an appointment

Your time is valuable, and we are committed to making this process as smooth as possible.

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Our solutions

Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.

Investment

Investment

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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Wealth & pension advice

Wealth & pension advice

Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.

Wealth advice Pension planning
Financing

Financing

We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.

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What our clients say about us.

  • 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.
    Marie-Laure Favre vignette

  • At Piguet Galland, the human factor takes center stage. We genuinely listen to understand and provide solutions, not merely to sell."
    M’Bayang Thiam

  • I wanted to purchase and renovate a house through an auction, which required immediate payment. Fortunately, your company performed exceptionally well."
    David Vuadens

  • 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."
    Ann Evard

  • 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."
    Anthony Picard

  • 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."
    Dominique Lauener

  • 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."
    Franck Neveu

See customer reviews

Contact us

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