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

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

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

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