• 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!

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.

die Bank und alle ihre Tätigkeiten sind ausgezeichnet. Meine Meinung zu den neuen Schliessfächern haben Sie mit separater mail erhalten. Mit freundlichen Grüssen Karin Mulder

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.

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.

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!!

Financial advisory of wealthy individuals, their family, and single-family offices.