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DirectoryFinance & InsuranceExternal Asset ManagementLausannePiguet Galland & Cie SA
Piguet Galland & Cie SA Logo
Verified· 3 sources

Piguet Galland & Cie SA

Summary

About the company

Piguet Galland & Cie SA is a private bank providing wealth management, investment management and asset management services. Its services include portfolio management, tax advice, financing solutions such as mortgages and Lombard loans, and pension and estate planning.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered10
Private Banking
Private wealth management with advice, investments, provision, financing and banking services for private clients.
Investment advisory
Investment advice and portfolio management, asset management and advisory mandates, investment philosophy, responsible and sustainable approach.
Wealth planning
Wealth review, financial planning, retirement provision analysis, advice on taxation, estate planning and advice on marital or partnership arrangements.
Financing
Mortgage loans, Lombard credit and solutions related to energy-efficient renovation for real estate projects and liquidity needs.
Pension provision
Private and occupational pension provision solutions, 1st, 2nd and 3rd pillars, free passage and LPP pension funds.
Investment solutions
Investment funds and ETFs, equities and bonds, thematic certificates, alternative investments and structured products.
Wealth statement
Analysis of the financial and tax situation, a global view of assets, recommendations to structure and optimize the projects.
Financial planning
Projection of assets based on several scenarios, support for retirement, lifestyle and future financial decisions.
Pension provision analysis
Assessment of benefits in the event of disability, death or retirement, identifying needs and gaps in coverage.
Estate planning
Analysis of the inheritance allocation, information on provisions in the event of death and on the tax impacts of the estate.
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Press

Media

April 28, 2023Media
«Nous attirons des clients de Credit Suisse mais aussi d’UBS»
agefi.com
April 29, 2022Media
«Piguet Galland veut devenir le médecin de famille du patrimoine de ses clients»
agefi.com
November 24, 2020Media
Piguet Galland adopte définitivement le télétravail
agefi.com
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Location

Avenue du Théâtre 8
1005 Lausanne

At a glance

Legal form
Branch
UID
CHE-401.351.415
Founded
2004 · 22 years
Last commercial register change
May 27, 2013
Employees
1 to 10

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