BCV Conseil: always by your side

If you know enough about financial markets to manage your own portfolio, but would still like to draw on the expert advice of our investment professionals, then BCV Conseil is for you.

 

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BCV Conseil Classique

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.

BCV Conseil Classique

 

Key benefits

  • Private Banking advisor
  • Periodic investment proposals
  • Secure online platform
 

Minimum recommended investment

CHF 250,000

 

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BCV Conseil Plus

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.

BCV Conseil Plus

 

 

Key benefits

  • Private Banking advisor
  • Regular investment opportunities
  • Secure online platform
  • Financial news and information from BCV
 

Minimum recommended investment

CHF 250,000

 

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BCV Conseil Premium

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.

BCV Conseil Premium

 

 

Key benefits

  • Private Banking advisor
  • Regular and personalised investment proposals
  • Secure online platform
  • Financial news and information from BCV
  • Information on individual securities
 

Minimum recommended investment

CHF 1,000,000

 

Table-BCV-Conseil-Advisory
BCV Active Advisory

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.

BCV Active Advisory

 

Key benefits

  • Private Banking advisor and investment specialist
  • Regular and personalised investment proposals
  • Secure online platform
  • Financial news and information from BCV
  • Information on individual securities
  • Weekly report on your investments
 

Minimum recommended investment

CHF 1,000,000

 

 

 

Learn more

BCV Finances - Hors série - BCV Conseil

Contents:

  • Vous avez dit changement? (in French only)
  • Oui au digital, mais en complément du conseiller (in French only)
  • L’importance du profil d’investisseur (in French only)
  • BCV Conseil: une solution pour chacun d’entre vous (in French only)
 

Documents utiles

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