Review your financial and fiscal situation
By carrying out your wealth check, you’ll obtain a clear, simple picture of your overall financial situation.
By carrying out your wealth check, you’ll obtain a clear, simple picture of your overall financial situation.
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Pension
Fill pension gaps to save tax.
Loans
Calculate the optimum level of debt to reduce tax impact.
Taxes
Define your marginal tax rate to plan your strategy.
Whether you have the possibility to build savings or the need to “dip into” your capital for spending, your budget is the starting point for determining the viability of your projects.
We don’t limit ourselves to managing financial assets alone, we also take into account the complete inventory of your wealth, as our expertise covers all the assets of which it is composed.
Analyse your occupational and private pension provision to make the most of it, protect your family and ensure a worry-free retirement.
Mastering your tax situation will help you achieve your goals.
Determine the most appropriate level of debt for the medium and long term, whilst aligning the management of your assets with your projects.
Together, we draw up an action plan with precise recommendations. A simple appointment is all it takes for us to prepare a tailor-made wealth assessment for you. We will discuss all the aspects you need to consider to realise your projects. We commit to send you your personal wealth report free of charge within 48 hours.
In an environment with so many different service providers, it's difficult to obtain a consolidated overview. By realising your wealth check, you'll get a clear and simple overview of your financial situation.
This wealth check is only of value if it results in measures enabling you to realise your life projects; that's why you'll be offered concrete recommendations to deploy.
Based on this simplified wealth check, we can already make a few recommendations. Our clients benefit from comprehensive wealth planning and structuring.
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Jihan Bicici
Head of Wealth Solutions
With a degree in Political Science from the University of Geneva, Jihan Bicici began his career as a financial advisor at Swiss Life Select, then continued at UBS. In 2018, he joined Piguet Galland as a Specialist in pension and wealth planning. Since 2025, he has been serving as Head of Wealth Solutions.
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.
Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.
We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.
