Heritage
Don't let your inheritance slip away!
Are you about to inherit wealth? Prepare for this key moment with confidence. Discover how to optimise your succession and make the most of what your family passes on to you.
Best Swiss Private Bank 2024
International Banker has named Piguet Galland the Best Swiss Private Bank for the fourth consecutive year.
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Wealth Planning
Filling in pension gaps to achieve tax savings.
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Credit Management
Calculating the optimal debt level to reduce fiscal impact.
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Tax Optimisation
Defining your marginal tax rate to plan the best financial strategy.
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01.
Determine the tax burden on your budget.
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02.
Analyze the structure of your savings and investments.
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04.
Identify all the levers you can use to keep control of your taxes.
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04.
Get personalized recommendations to reduce your tax burden.
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.
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 minimize 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?
- 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?
Philanthropy
- How to choose the philanthropic cause that best matches your family's values?
- What are the options for creating an endowment fund or charitable foundation in connection with your legacy?
- How to effectively involve family members in philanthropic initiatives to perpetuate the family legacy?
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Vincent Arnal
Head of Asset Management Solutions
Vincent Arnal holds an IAF diploma and a federal financial advisor's certificate, and began his career with Swiss Life Select and then Banque Cantonale de Genève. Arriving at Piguet Galland & Cie SA in 2018, he took over responsibility for the Wealth Solutions team in 2020. He is responsible for the commercial development of the Bank's Pension and Financing Solutions, as well as for managing the expertise that supports our customers in their life projects.
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Peace of mind for your projects
To provide you with the best possible support, we want to understand what keeps you awake at night - your projects, your dreams. Our expertise lies in aligning your assets with the projects that are close to your heart.
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A human-scale bank backed by a solid financial group
Our majority shareholder, Banque Cantonale Vaudoise, is one of the few major banks in the world without a state guarantee to be rated AA by Standard & Poor's. A+A" proof that the results are there.
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French-speaking and close to you
It's because we're close to you, where you need us and available when you need us, that we do our wealth management business with agility and efficiency, and always with a smile.
What our clients say about us.
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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.
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At Piguet Galland, the human factor takes center stage. We genuinely listen to understand and provide solutions, not merely to sell."
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I wanted to purchase and renovate a house through an auction, which required immediate payment. Fortunately, your company performed exceptionally well."
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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."
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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."
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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."
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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."
