Wealth Advisory
Bring life and success to your projects through a comprehensive analysis of your wealth and optimization of its structure.
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Pension
Retirement planning is ideal for ensuring a comfortable retirement while protecting yourself and your loved ones from the unexpected. Achieve financial stability by planning for your future life after retirement.
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Loans
By evaluating your credit score and determining its ideal range, you can minimize the tax implications and gauge your financial ability to execute your plans.
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Taxes
By examining your financial status and plans, we can pinpoint all potential tax advantages. Determining marginal tax rates allows you to measure potential savings and strategize for them.
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Asset review
Take stock of your financial and tax situation by drawing up an asset balance sheet. You'll get a clear, simple picture of your overall financial situation. We'll work with you on all the topics you must consider to fulfil your projects.
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How viable is my project?
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What resources are available to me?
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How can I optimise my assets?
Financial planning
We will define various scenarios to project your assets during an initial meeting. Over time, this comprehensive view of your assets will help you understand the financial consequences of specific decisions or life events. You will receive tailored guidance and recommendations, ensuring confidence in your financial future.
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Is my financial situation sustainable over time?
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Should I opt for an annuity or lump-sum payment at retirement?
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Can I maintain my lifestyle?
Pension analysis
The pension analysis provides a comprehensive view of your pension benefits in cases of disability, death, or retirement. This tool aids in identifying your requirements and potential shortcomings should you face any of these scenarios. From life insurance to establishing means for financing your children's education, our financial advisors are here to support and safeguard you and your family.
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Is my family adequately protected in the event of my death?
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Will I be able to maintain my lifestyle if I become disabled?
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What will my income be when I retire?
Tax advice
A well-structured estate means more opportunities to benefit from it. Let's analyse your financial situation to understand your tax situation better and identify these opportunities.
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Are my assets well structured?
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How is my tax assessment?
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What levers can I use to reduce my taxes?
Estate planning
You haven't planned for the eventuality of your death? To safeguard your loved ones and prevent possible family disagreements, it's crucial not to delay your estate planning. You can comprehensively understand your assets and ensure your estate is distributed according to the latest legal guidelines.
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Why make gifts during your lifetime?
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What impact does my place of residence have on my estate?
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How can I minimise the tax impact of the inheritance I am about to receive?
Marriage counseling
Because a wedding involves significant changes in your life, planning is essential. We'll help you see things more clearly and make the right decisions so you can travel this road together with complete peace of mind.
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How does marriage or divorce impact your taxes?
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Which matrimonial property regime should I choose?
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How can I plan my estate with peace of mind?
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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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