Disponibile e professionale. Consigliato!

At Piguet Galland, we believe that it’s possible to be close to your banker. For nearly 170 years, our bank has been supporting clients in their life projects with a deeply human and personalised approach. With offices in Geneva, Lausanne, Nyon, Yverdon-les-Bains, Neuchâtel and La Chaux-de-Fonds, our team places its expertise at the service of your wealth management, investments and financing projects. Owned 99.7% by Banque Cantonale Vaudoise (BCV), Piguet Galland combines tradition, innovation and stability, and has been recognised several times as the Best Swiss Private Bank. Because ultimately, what matters most to us isn’t your wealth... it’s you. For us, the true value of a relationship is measured in conversations, not transactions. Our role is to be there for what truly matters, even when it cannot be measured.

consigliati

As a financial educator , I support people in becoming simpler, more effective, and more successful in dealing with money & finances. I put them on the financial fast track. Instead of focusing on symptoms , I concentrate on the causes of (financial) problems. Often, it's a lack of financial education and financial awareness. No short-term product sales, but achieving long-term, holistic, and sustainable goals. This is done independently and commission-free on a fee basis. With in-depth and holistic consulting, I build the connection between financial wealth and personal well-being . Based on experience, the result is on average twice as fast goal achievement , with maximum relaxed quality of life compared to other financial institutions. With a free introductory session, you can convince yourself and clear up any uncertainties and insecurities.

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Nicolas Duzanski works as a financial advisor at Swiss Life Select, an entity of the Swiss Life Group specialized in comprehensive financial consulting. Thanks to this affiliation, he benefits from a vast network of trusted partners and access to a full range of insurance, savings, and investment products. Swiss Life Select follows a “Best Select” approach, meaning that advisors like Nicolas can choose the most suitable solutions available on the market, rather than being limited to proprietary products. Within Swiss Life Select, Nicolas offers FinanceCoaching : regular support (typically every 30 months) that includes financial analysis, insurance adjustments, tax optimization, and asset reallocation based on the life changes of his clients. He helps them build a long-term financial strategy while maintaining great freedom of choice, as Swiss Life Select collaborates with more than 60 partner companies in the fields of pension planning, investments and insurance. Thanks to this collaboration with Swiss Life Select, Nicolas combines independent advice (via external partners) with the strength and reputation of a major financial group, which strengthens the trust his clients place in him to plan their financial future. Nicolas carries out a complete analysis of your personal and financial situation. He helps you optimize all your insurances: LAMal, complementary health insurance, civil liability (household/private), car insurance, legal protection, and more. He also manages rent guarantees, retirement and succession planning, with a clear and personalized strategy. To enhance your financial security, he optimizes your 2nd and 3rd pillar pension plans, assists you in finding a mortgage loan, and provides access to efficient banking investment solutions tailored to your investor profile. His objective: to give you clarity, peace of mind, and the ability to make informed decisions about your financial future.

About GATE – Our DNA Our specificity and success are based on our understanding of Geopolitical signals as well as Global Macro to best assess their influences across asset classes, complemented by a Quantamental process. A better understanding of our changing world helps us effectively advise our Institutional and Professional clients with an Independent and Uncorrelated process compared to traditional financial players. Therefore, our investment philosophy allows us to: Seek the best – Manage the worst!

Banque Cramer & Cie SA is a Swiss bank headquartered in Geneva, with full-service branches in Lugano and Zurich, and a representative office in Dubai. We are dedicated to providing tailored Private Banking and Wealth Management services to our select clientele. Banque Cramer retains the essence of a family-run establishment. Our human-scale structure allows us to serve our clients with exceptional care and responsiveness. We support our clients by offering various financing solutions, including Lombard loans, Swiss mortgages, and structured financing.

At H&H Edelmetalle , we are your independent and personal advisors for building and protecting your wealth with physical precious metals and sustainable tangible assets . We offer tailor-made solutions for your retirement planning , including attractive alternatives to Pillar 3a and the brokering/facilitation of precious metals investments. Benefit from our expertise in long-term value retention and inflation protection – from purchase to secure storage. Contact us today for a free initial consultation and secure your financial future!