What is Piguet Galland Private Banking?
Piguet Galland is a renowned name in the world of banque privée, offering tailored private banking and wealth management services. Rooted in a tradition of excellence, this bank specializes in guiding clients through their life projects, investment strategies, and financial planning. Whether it’s mastering taxation, preparing for retirement, or navigating complex estate planning, Piguet Galland stands out as a trusted partner. Their approach? A blend of personalized advice and a strong commitment to socially responsible investment (SRI) and sustainable finance. It’s not just about growing wealth—it’s about doing it responsibly, with an eye on ESG principles and long-term impact.
Main Benefits of Choosing Piguet Galland
When it comes to private banking, the benefits offered by Piguet Galland are clear and compelling:
- Bcorp score of 110.6, reflecting a strong commitment to social and environmental performance
- Comprehensive wealth management services including portfolio management, tax advice, and estate planning
- Expertise in sustainable finance and responsible investment strategies
- Access to specialized financing options like mortgage loans, Lombard credit, and energy renovation funding
- Dedicated advisory services covering everything from matrimonial advice to entrepreneurial journeys
- Innovative digital tools, including an e-banking app nominated for the Best of Swiss Apps Awards 2025
Investment Philosophy and Approach
Piguet Galland’s investment philosophy is rooted in responsibility and sustainability. The bank’s management and advisory mandates emphasize ESG criteria, ensuring that investments align with clients’ values and the broader goal of sustainable development. This isn’t just about chasing returns—it’s about making a positive impact while securing financial growth. Their approach to responsible and sustainable management reflects a deep understanding of market dynamics and the evolving expectations of investors who care about the planet and society.
Comprehensive Wealth and Financial Planning
Beyond investments, Piguet Galland offers a full suite of wealth management services. From detailed wealth assessments to personalized financial planning, clients receive guidance tailored to their unique circumstances. Tax advice and estate planning are handled with precision, helping clients optimize their fiscal situation and prepare for the future. Matrimonial advice and support during life changes like divorce or succession planning further demonstrate the bank’s holistic approach to managing wealth.
Banking Services and Insurance Solutions
The bank also provides essential banking services designed to complement its private banking offerings. This includes mortgage loans, Lombard credit, and financing options for energy renovation projects—perfect for clients looking to invest in sustainable home improvements. On the insurance front, Piguet Galland covers private and professional insurance needs, spanning the 1st, 2nd, and 3rd pillars of Swiss social security. This comprehensive coverage ensures clients are protected at every stage of life.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – promoting responsible investment and entrepreneurship
- SDG 9: Industry, Innovation, and Infrastructure – supporting innovative financial solutions and digital banking
- SDG 11: Sustainable Cities and Communities – financing energy renovation and sustainable real estate projects
- SDG 12: Responsible Consumption and Production – integrating ESG criteria in investment decisions
- SDG 13: Climate Action – encouraging sustainable finance to combat climate change
- SDG 17: Partnerships for the Goals – fostering collaboration between clients, communities, and the bank
Resources and Market Insights
Clients and interested parties can stay informed through Piguet Galland’s rich resource center. The bank regularly publishes market updates, insightful articles on topics like mortgage rates in Switzerland, and reflections on emerging trends such as artificial intelligence in valuations. These resources not only keep clients up-to-date but also demonstrate the bank’s thought leadership in the investment advising industry. It’s a dynamic way to stay connected with the market pulse and make informed decisions.
