Wealth check

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.

Determine your budget

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.

Structuring your investments

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.

Your current savings in pension schemes

Analyse your occupational and private pension provision to make the most of it, protect your family and ensure a worry-free retirement.

Opportunities to optimise your tax situation

Mastering your tax situation will help you achieve your goals.

Your real estate and personal assets

Determine the most appropriate level of debt for the medium and long term, whilst aligning the management of your assets with your projects.

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.

Our investments solutions

We offer you investment solutions with the main aim of preserving your capital but also of ensuring its return on investment.
Wealth management solutions

Together, we analyse your global assets, taking a holistic approach, and in accordance with your life projects, to optimise the structure of your assets and help you achieve the best results.
Our financing solutions

We are one of the few private banks able to offer our customers financing solutions such as mortgages and Lombard loans.
Our retirement savings solutions

Retirement savings often represent the keystone of an estate, and should certainly be treated as such. Yet the many fiscal advantages they offer are frequently overlooked. That's why our specialists make sure they are put to full use, at the service of your wealth.

Vincent Arnal

Head of Wealth Solutions

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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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.

Learn more

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

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

Learn more

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.

Noémie Prod'hom
Happiness is knowing that I have someone who will bring their expertise to advise me and ensure my life is carefree.

Marie-Laure Favre
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