You may wish to be actively involved in managing your investments. If so, your BCV advisor will help you build a personalized portfolio. Together you will select financial products that comply with the Bank's investment policy and that meet rigorous quality and diversification standards.
With BCV's traditional advisory services, you benefit from expert advice but remain in full control of your investment decisions.
You will define your investor profile with the help of your advisor. Based on the results, your advisor will then recommend the appropriate allocation among currencies, asset classes and sectors. Your advisor will then propose products and financial instruments that correspond to the defined strategy and carry out the trades that you decide on.
Your advisor can offer guidance in all other aspects of your financial situation as well.
With one of the largest trading floors in French-speaking Switzerland, we regularly trade a wide variety of financial products. We are a member of the SIX Swiss Exchange (SIX, SIX Europe Limited) as well as Eurex, Europe’s leading derivatives exchange. We are therefore well positioned to execute your buy and sell orders on the best terms.