BCV private banking advisor will guide you in picking the right investments from a broad range of financial products incorporating ESG criteria. You’ll build the portfolio that works best for you.
We’ll take your preferences into account in the investment advice we provide. With BCV Conseil, you can pick from a range of financial products that are oriented towards specific themes and incorporate ESG criteria. Elements of our service can be personalized based on your socially responsible investment preferences, such as excluding certain types of businesses or giving greater weight to specific aspects of sustainability. You’ll get regular analyses and reports on your portfolio in order to provide full transparency on how we’re addressing the ESG issues important to you.
You will have a dedicated Private Banking advisor who is there for you every step of the way. We will take your long-term goals into account in order to tailor our advice to your unique situation. You will also have access to our online platform, where you will be able to view your portfolio and track its performance.
Key benefits
Minimum recommended investment
CHF 250,000
Your core portfolio will be invested strategically in line with your financial objectives, and your Private Banking advisor will regularly send you tactical investment opportunities for the rest of your portfolio. You will have access to our online platform where you can view your portfolio, performance reports and tactical opportunities – and make investment decisions.
Key benefits
Minimum recommended investment
CHF 250,000
Your Private Banking advisor, backed by a team of investment specialists, will ensure your portfolio is aligned with your investment profile and financial objectives. You will receive specific analyses about the latest economic news and market developments written for you by BCV's experts. Your advisor will be on hand at all times to provide personalised investment themes. All this information will also be available through our secure online platform.
Key benefits
Minimum recommended investment
CHF 1,000,000
You are an active investor and highly attuned to the financial markets. In addition to a Private Banking advisor, you will have a dedicated Active Advisory investment specialist who will provide you with the expert support you need to make the right investment decisions. This specialist will provide you with very frequent recommendations so that you can take advantage of investment opportunities handpicked by BCV. With BCV Active Advisory, you can always call on a team of experts for the support you need.
Key benefits
Minimum recommended investment
CHF 1,000,000
Keep tabs on your portfolio’s performance 24/7, carry out transactions, and keep in touch with your Private Banking advisor on the BCV Conseil online platform. You also get access to our expert analysis of the latest financial news.
If you would like your portfolio to be managed responsibly and sustainably by investment professionals, we’ve got you covered.
With a BCV discretionary management agreement, you can choose from nine investment strategies that integrate ESG criteria.
Discretionary management agreements
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