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Review your financial and fiscal situation

By carrying out your wealth check, you’ll obtain a clear, simple picture of your overall financial situation.

Review your financial and fiscal situation

By carrying out your wealth check, you’ll obtain a clear, simple picture of your overall financial situation.

9/10

Overall satisfaction rating from our customers

Source: NPS study 2024
Recognized excellence

Piguet Galland, voted Best Swiss Private Bank for the 4th year running

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    Best Swiss Private Bank HNW Team (Swiss Domestic Clients) 2024

    The WealthBriefing Swiss Awards recognize the quality of service provided to Swiss HNW clients.

  • LOGO_  Best Private Bank _ Switzerland _ Piguet Galland & Cie SA

    Best Swiss Private Bank 2024

    International Banker names Piguet Galland the best Swiss private bank for the fourth year running.

  • Fair-ON-Pay Advanced

    Fair-ON-Pay Advanced

    Piguet Galland is once again certified Fair-On-Pay Advanced in 2023, thanks to a pay equity policy with less than 2.5% gender pay gap within the company.

  • B Corp™ Certification

    B Corp™ Certification

    In 2023, Piguet Galland obtained B Corp certification. This certification attests to the bank's commitment to Corporate Social Responsibility.

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    Best Workplaces® Suisse Romande

    Piguet Galland is certified Best Workplaces® Suisse Romande 2024. The human scale, values, working conditions and proximity of management are particularly appreciated.

  • Best ESG structured product

    Best ESG structured product

    The Helv-ethic certificate, managed in partnership with BCV, was awarded Best ESG product at the Swiss Derivative Awards.

  • Best Swiss Private Bank HNW Team (Swiss Domestic Clients) 2023

    Best Swiss Private Bank HNW Team (Swiss Domestic Clients) 2023

    The WealthBriefing Swiss Awards recognize the quality of service provided to Swiss HNW clients.

  • Best Swiss Private Bank 2022

    Best Swiss Private Bank 2022

    International Banker voted Piguet Galland best Swiss private bank for the second year running.

  • Best fund for Piguet Fund - Weighted CHF

    Best fund for Piguet Fund - Weighted CHF

    The Piguet Fund - Pondéré CHF was once again named best fund in its category at the Refinitiv Lipper Fund Awards 2022.

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A holistic approach

3 levers to optimise your assets

  • Pension

    Pension

    Fill pension gaps to save tax.

  • Crédit

    Loans

    Calculate the optimum level of debt to reduce tax impact.

  • Fiscalité

    Taxes

    Define your marginal tax rate to plan your strategy.

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Benefit from personalised recommendations


How viable is your project? What resources do you have available? How could you optimise your wealth?

  • Determine your budget

    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

    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

    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

    Opportunities to optimise your tax situation

    Mastering your tax situation will help you achieve your goals.

  • Your real estate and personal assets

    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.

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Receive your personalised wealth check.

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.

Solutions

The ideal tool for assessing your financial and fiscal situation

  • Clear vision

    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.

  • life project

    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.

  • our recommandations

    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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Meet our specialists

Committed to your peace of mind

 

In addition to performance, we provide unfailing support and tailor-made advice. We help you build and structure your assets to face the most important periods in your life with complete 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.

    Voir plus
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  • jihan bicici
  • JC-Torrecillas
  • alexandra tudorache
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Make an appointment

Your time is valuable, and we are committed to making this process as smooth as possible.

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A unique blend

Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.

Investment

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.

Wealth & pension advice

Wealth & pension advice

Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.

Financing

Financing

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

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.
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    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 vignette

    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

    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

    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

    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

    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

    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

    Franck Neveu

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Contact us