Wealth management in Switzerland

Switzerland has a time-honored tradition of managing private wealth and enjoys a worldwide reputation for excellence in this field. This can be attributed to the professionalism and discretion of Swiss wealth managers, the industry’s global reach, and the country’s political and social stability and sophisticated banking legislation.

Solutions tailored to your needs

BCV now ranks among the leaders in Switzerland’s wealth management industry. We provide global solutions that combine our historically successful investment policy with an open architecture approach (i.e., seeking the best products available on the market). We offer a full range of products and services, including investment funds, discretionary management tools and structured products.

When it comes to investing, the decisions you make depend on your personal situation, financial means and risk tolerance. Your choices should also take into account your future projects. Once you reach that stage in life when your income is sufficient to start growing your wealth, it’s a good idea to begin thinking about your financial goals and how to achieve them. And we are here to help.

Together, we will look at the following key questions:

Do you have a goal that you wish to achieve in the near term, such as buying a house?

We will help you determine how much you can put towards a downpayment and how much you will have to finance with a mortgage loan. We can also provide you with investment solutions for any money not put towards your new home.

What is your investment horizon?

Whether you have short-, medium-, or long-term financial projects, we will help you determine an investment plan and will provide you with various solutions that are adapted to your needs and time horizon.

What is your risk tolerance?

Whether you wish to minimize the risks associated with financial investments or are prepared to take on a little more risk for a higher return, we can offer solutions to meet your requirements.

What are your aims?

You may want to boost your retirement assets using some of your savings capital. If so, we will help you determine when and how to do this. If you are looking to optimize your tax situation, we can provide you with a tax-advantaged investment strategy. If you wish to put some money aside for your children, we can help you find the best way to do this.

Find out more about BCV's private banking services .