Our personalized solutions

Adapted to your needs

With our comprehensive range of management options, you decide how involved you wish to be in the investment process. You can entrust full management of your portfolio to us or make all investment decisions yourself. The choice is yours.

SMARTPLAYER plus management mandates BCV Fonds stratégiques Standard management mandates Advisory Desk Traditional advisory services

  • Management mandates – semi-active strategies
    You may wish to fully delegate the management of your assets. For this, a standard management mandate may be appropriate. The investment focus is on individual securities, which enables us to tailor the mandate to your requirements in terms of choice of individual securities and other financial products.
  • Management mandates – active strategies
    We offer three active investment strategies, with either the Swiss franc or euro as the base currency. These strategies seek to generate absolute returns within predetermined risk limits.
  • Asset allocation funds
    These funds offer a professional investment service that optimizes allocation in line with your risk profile. With a choice of eight strategies, based on either active or semi-active management, you can select an investment solution that is fully adapted to your needs.
  • Private Banking Advisory
    If you wish to be actively involved in managing your assets, then this is the option for you. Together with your advisor, you will build a personalized portfolio of financial products that are selected in accordance with our investment policy and that meet rigorous quality and diversification standards.
  • Advisory Desk
    You have sophisticated investment requirements, and you wish to be involved in dynamically managing your portfolio. Our team of experts is at your disposal to provide investment advice as part of a partnership in which the final decision is always yours.
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Contact an advisor

  • By phone
    0844 228 228
    or 021 212 10 00
    Mon-Fri, 7:30am - 7:30pm
    (CET)
  • By email