Piguet Galland, the private bank in French-speaking Switzerland which is 99.7% owned by Banque Cantonale Vaudoise (BCV), positions as the "family doctor" of its clients' assets by accompanying them in the realisation of their life projects. Each client is unique, as is each project. That’s why the Bank makes available three fields of expertise for its clients, covering all the essential factors which determine the achievement of their objectives: Investments, Wealth Management Solutions and Loans. Deeply rooted in French-speaking Switzerland, dedicated to local clients, Piguet Galland has offices in Geneva, La-Chaux-de-Fonds, Lausanne, Neuchâtel, Nyon and Yverdon-les-Bains.

Piguet Galland, the private bank in French-speaking Switzerland which is 99.7% owned by Banque Cantonale Vaudoise (BCV), positions as the "family doctor" of its clients' assets by accompanying them in the realisation of their life projects. Each client is unique, as is each project. That’s why the Bank makes available three fields of expertise for its clients, covering all the essential factors which determine the achievement of their objectives: Investments, Wealth Management Solutions and Loans. Deeply rooted in French-speaking Switzerland, dedicated to local clients, Piguet Galland has offices in Geneva, La-Chaux-de-Fonds, Lausanne, Neuchâtel, Nyon and Yverdon-les-Bains.

Piguet Galland, the private bank in French-speaking Switzerland which is 99.7% owned by Banque Cantonale Vaudoise (BCV), positions as the "family doctor" of its clients' assets by accompanying them in the realisation of their life projects. Each client is unique, as is each project. That’s why the Bank makes available three fields of expertise for its clients, covering all the essential factors which determine the achievement of their objectives: Investments, Wealth Management Solutions and Loans. Deeply rooted in French-speaking Switzerland, dedicated to local clients, Piguet Galland has offices in Geneva, La-Chaux-de-Fonds, Lausanne, Neuchâtel, Nyon and Yverdon-les-Bains.

AvantGarde Investment Solutions & Consulting is a Swiss company specializing in tailored financial support. Led by Steve Léchaire, a financial expert with over 20 years of experience in prestigious institutions such as UBS, the firm delivers an innovative approach to wealth management, financing, and investment strategy. Customized Financial Services Investment Advisory AvantGarde offers diversified investment strategies, including both traditional and alternative assets such as rum, whisky, balsamic vinegar, green investments, and maritime transport. The goal: high returns through innovative asset classes. Mortgage Financing Comprehensive support to secure the best mortgage conditions, adapted to your financial profile and long-term property goals. Pension and Retirement Planning A complete analysis of your current financial situation with personalized solutions to secure your future income and protect your wealth. Financial Coaching One-on-one coaching to help you regain control of your finances, improve your budgeting, and achieve your financial goals step by step. Our Core Values • Innovation – Cutting-edge and alternative investment opportunities. • Expertise – Over two decades of proven experience in financial consulting. • Transparency – Clear and honest communication every step of the way. • Personalization – Tailored services to meet each client’s unique needs. • Reliability – A professional structure you can fully trust. Why Choose AvantGarde? Choosing AvantGarde means partnering with a team dedicated to smart financial management, high performance, and long-term results. Whether you're building, protecting, or growing your wealth, AvantGarde offers personalized guidance every step of the way. Contact Get in touch today for a tailored consultation and discover how AvantGarde Investment can redefine your financial journey with confidence and clarity. Our activities concern, among others, the residents of French-speaking Switzerland, and we are happy to travel to the following municipalities, for example: Vaud: Lausanne, Morges, Nyon, Yverdon-les-Bains, Renens, Pully, Prilly, Ecublens, Crissier, Bussigny, Lutry, Vevey, Montreux, Aigle, Rolle, Orbe, Cossonay, Le Mont-sur-Lausanne, Saint-Prex, Chavannes-près-Renens Geneva: Geneva, Carouge, Lancy, Meyrin, Vernier, Onex, Thônex, Versoix, Plan-les-Ouates, Chêne-Bougeries Fribourg: Fribourg, Bulle, Marly, Villars-sur-Glâne, Givisiez, Romont, Estavayer, Düdingen (Guin), Morat (Murten) Neuchâtel: Neuchâtel, La Chaux-de-Fonds, Le Locle, Val-de-Ruz, Val-de-Travers, Colombier Jura: Delémont, Porrentruy, Saignelégier, Bassecourt, Courroux Valais: Sion, Sierre, Monthey, Martigny, Fully, Saxon, Conthey, Nendaz, Vétroz, St-Maurice

• Owner-managed stock corporation • Advisory services in holistic wealth, pension and tax planning • Independent of banks, insurance companies and other financial intermediaries • VPZ is an advisory firm, does not engage in asset management and does not offer its own financial products • Neutral and independent advice on a fee basis Our holistic and independent advice has characterized us since our company was founded in 2001 and has always been our most important success factor. At VPZ, the focus is on you and we work with you - in trusting and personal discussions - to find your individual solution, tailor-made, sustainable, long-term and always success-oriented!

VP Bank Ltd. was founded in 1956 and, with around 1,000 employees, is one of Liechtenstein's largest banks. It is represented internationally at sites in Vaduz, Zurich, Luxembourg, Singapore and Road Town. Its core competencies include the development of tailor-made financial solutions for intermediaries and private individuals. The Group also has an international fund centre of excellence. As at 31 December 2024, the VP Bank Group (ohne Artikel!) had CHF 50.7 billion in client assets under management. VP Bank is listed on the Swiss stock exchange SIX and has been awarded an ‘A-’ rating by Standard & Poor's. Why should you place your trust in us? The answer is simple: because it's all about you. Your objectives are our shared objectives. We provide you with comprehensive, long-term support – as a strong partner who helps you get ahead. We have been living up to this high standard for almost 70 years. And we are good at it: a group-wide client satisfaction survey conducted in the intermediary business and private banking in summer 2024 showed that the vast majority of our clients are ‘satisfied’ to ‘very satisfied’ with us. But that is not enough for us: we work every day to become even better. Our team spirit and the passion of all our employees make the difference. A modern organisational structure enables quick decisions and the proximity you desire. This ensures that your concerns are always at the centre of our attention, day after day. Since our foundation by Guido Feger, a successful entrepreneur and trustee in Liechtenstein, on 4 April 1956 in Vaduz, VP Bank has stood for long-term security and reliability. With above-average capitalisation, strong liquidity and around 1,000 dedicated employees, we are now the third-largest bank in Liechtenstein. Our focus is on solid, sustainable development – for the benefit of our private clients and financial intermediaries in Liechtenstein and at selected international sites. We see the commitment and passion of our employees as a decisive factor in our success. Only through their dedication and tireless pursuit of our shared vision is it possible to continue our legacy and write the next chapter in financial history for you. Flat hierarchies across all international sites and a respectful culture of informality right up to the highest management level underline the culture of trust that we live and promote.

mi sono affidato a loro ed ho subito capito che sono dei professionisti

Ich bin mit der Zusammenarbeit sehr zufrieden. Die Kommunikation ist immer herzlich, lösungsorientiert und zuverlässig. Meine Fragen werden jederzeit beantwortet und auf meine Wünsche wird stets eingegangen. Diese wird in die professionelle Arbeit miteinbezogen.

In the financial center of Lugano, Crossinvest has been a well-known and consolidated company since 1985. Beside the asset management service, the company offers a personalization service for portfolios and investment strategies and a wide range of investment funds covering different asset classes, geographical areas and risk profiles.

sehr kompetent, freundlich und familiär. Top Alternative zu Gross-und Regionalbanken.

A new reality with over thirty years of history Crossinvest Locarno SA An asset management company affiliated to the Swiss Association of Wealth Managers, founded in 2017 as a subsidiary of the Crossinvest group. We aim to serve more closely local and foreign clients in Switzerland, in particular German-speaking clients. Crossinvest Locarno SA enjoys specific in-house expertise and excellent services. Where required it also shares and relies on the extensive organisation and consolidated services of Crossinvest SA, which for thirty years has guaranteed its clients with the best quality standards in compliance with FINMA regulations. Crossinvest Locarno SA overlooks the Piazza Grande, in the heart of Locarno, and employs a staff of 9 professionals with a cumulative experience of more than 160 years in the sector. A history of achievements More than three decades after the founding of Crossinvest SA, with the birth of Crossinvest Locarno SA in 2017, the group continues to pursue its objectives, such as continuity, asset protection and sustainable growth. Crossinvest SA is a member of ASG, the Swiss Association of Asset Managers, and ASWM, the Alliance of Swiss Wealth Managers. Crossinvest Locarno SA takes an important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients. • 1985 Birth of Crossinvest SA. From this year on, our aim has been to combine tradition and experience to serve our customers with the precision and attention typical of "Made in Switzerland". • 2007 The turning point. The relationship with FINMA begins; the company is authorised to operate as an asset manager of collective investment schemes. • 2011 A partnership in Milan. Crossinvest's subsidiary Crossfid SpA is born, a static trustee also able to assist clients on international regulatory issues. • 2012 A way to invest more effectively: the Luxembourg-based Crossfund Sicav platform is created. • 2013 A real commitment. The management of Crossinvest SA joins the company's shareholders. • 2014 The consolidation of the risk management unit. Given the specific know-how developed over the years, we offer third-party companies the opportunity to use our services and advice. • 2015 A new service. Founding of Cube8 SA, a strategic advisory firm for extraordinary finance and M&A transactions. • 2017 Birth of Crossinvest Locarno SA. An important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients. • 2018 Next Family Wealth, a family office service offering support to control family wealth. • 2020 Creation of Crossinvest Zürich AG. A strong desire to open up to the Swiss financial capital. A new meeting opportunity for an international clientele. Essential elements Crossinvest Locarno SA shares and promotes the cornerstones of the corporate culture of the Crossinvest group. Independence, reliability, competence and attention to relationships are values rooted in time, guiding both our everyday actions and strategic decisions. Our job is pure passion, always on the customer’s side Crossinvest Locarno SA’s offering focuses on wealth management. In order to guarantee comprehensive and quality financial advice, the company also offers family office and mortgage management services as well as external partnerships with trusted professionals. Asset management https://www.crossinvest-locarno.ch/en/skills/#1 Family Office https://www.crossinvest-locarno.ch/en/skills/#2 Mortgage management https://www.crossinvest-locarno.ch/en/skills/#3 External partnerships https://www.crossinvest-locarno.ch/en/skills/#4

Herr Wehrli hat mich und meine Familie ganz Individuell Beraten, hat sich sehr Zeit genommen für uns und uns ein Hammer Angebot unterbreitet! Noch nie so einen tollen Berater gehabt! Weiter so Herr Wehrli!!