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.
As a client of our Private Banking Advisory Desk, you enjoy direct access to our experts' personalised advice. This service complements the privileged relationship you have with your private banking advisor. Your advisor remains your main point of contact and works to help you grow your wealth, providing services such as tax optimisation and financial planning, as well as solutions to your financing needs.
Your investor profile and investment strategy are the foundation of our approach and the framework for the proactive advice provided by the Private Banking Advisory Desk.
When you become a BCV client, our experts closely analyse your personal investment criteria, risk appetite, investment horizon and financial objectives. This approach ensures that you receive investment recommendations that are in line with your investor profile.
Our experts monitor the financial markets and develop investment ideas and themes to help you achieve your financial objectives.
As a client of the Private Banking Advisory Desk, you enjoy the added value provided by the following services:
Once a year we will also organise a meeting between you, your private banking advisor and your Advisory Desk advisor. This meeting allows us to review our management performance and to consider whether your investment objectives need to be modified.
The following benefits are also available upon request:
We cover the full range of investment vehicles and the main global markets.