BCV Conseil Classique

You have what it takes to manage your investment portfolio but would still like some expert advice. With BCV Conseil Classique, you will have a dedicated Private Banking advisor who is there for you every step of the way. We will take the time to get to know you, understand your long-term goals and then tailor our advice to your unique situation.

Benefits

  • You will have a Private Banking advisor at your disposal.
  • You will receive an investment proposal tailored to your financial goals.
  • You will have access to our secure online platform for a detailed view of your portfolio’s performance and value.
  • You will receive information on personalised investment themes driven by the latest economic news and market developments.
  • We will double check your orders prior to execution.
  • We will regularly monitor your investments to ensure they are still in line with your financial objectives.
  • Your advisor will review your portfolio with you regularly.

 

Your investment partner

  

Our BCV Conseil Classique service lets you decide how involved you want to be in the day-to-day management of your portfolio. That means you can call on your Private Banking advisor whenever you need guidance on your investment decisions or if you would like to review your overall allocation’s alignment with your financial goals. 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_Illustration1

 

Risk management

 

To ensure you can invest with peace of mind, your dedicated advisor will recommend a reliable and diversified BCV investment fund that suits your investment profile and risk appetite. And because our core advisory services are guided by BCV's investment strategy, your portfolio allocation will always remain consistent with your long-term strategy.

BCV-Conseil-Classique-Allocation

 

To further mitigate risk, we will always double check your orders before executing them and regularly monitor your portfolio to ensure it is geared towards your investment objectives.

 

Investment ideas

 

We will share personalised investment themes with you on the basis of your investment goals – through your advisor or our online platform so that you have multiple ways to manage your portfolio.

BCV-Conseil-Classique-Illustration2

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BCV Conseil Classique

Vous souhaitez bénéficier de l’appui d’un conseiller Private Banking, proche de chez vous, toujours à vos côtés pour la gestion de vos avoirs. BCV Conseil Classique est fait pour vous. Cette solution de conseil personnalisée est conçue pour vous accompagner dans vos projets de vie, en mettant à votre disposition l’expertise de gestion de la BCV.

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