Wealth managers since 1856
Managing the wealth of our private clients has been at the heart of our business since we started out in 1856. Over the years, we have modernised our approach and expanded our range of services in order to keep pace with our clients’ changing needs.
Nowadays, we take a broad-based approach, covering all aspects of your wealth, from your financial assets to any property you own and your pension plans. This enables us to fully tap into your wealth’s potential, with an integrated 360° approach that places particular emphasis on tax and financial planning.
That way, we can ensure that you are prepared and confident every step of the way. We’ll be by your side, helping you to plan for and achieve your life goals.
Meeting the needs of an international clientele
We have developed a range of dedicated services for our international clients, and our various models incorporate all the tax rules applicable in the countries of residence of our clients. We have also adapted our IT systems and strengthened our know-how in this regard by recruiting highly skilled experts. And since taxation plays an increasingly important role in portfolio performance, we develop tax-efficient wealth management strategies for each of our international private clients.
Find out more about what we have to offer you
To go deeper
Swiss companies fare very well when it comes to sustainable development and environmental, social and governance (ESG) criteria. This makes them more attractive to investors, who are increasingly sensitive to these issues.
La dissolution du régime matrimonal affecte forcément le patrimoine des conjoints et nous essayons aussi d’anticiper ce genre d’évènements, en veillant par exemple à limiter la fiscalité induite par le partage des biens. Quand les performances des marchés sont moindres, nous continuons à exploiter toutes les opportunités que peut contenir les différents régimes de prévoyance.
La banque Piguet Galland s'est engagée aux côtés de Raizers, la plateforme européenne d'investissement en ligne, pour soutenir les entreprises et start-up en recherche de financement.