BCV Conseil Plus

You are an experienced investor with sophisticated investment requirements. You take a dynamic approach to managing your portfolio but would also like the support of a Private Banking advisor who is backed by a team of in-house investment specialists. Our BCV Conseil Plus advisory service was designed with you in mind. It includes personalised recommendations and market reports to give you the flexibility you need to make your own investment decisions.

Benefits

  • You will have a dedicated 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 be informed of investment opportunities and receive buy and sell recommendations.
  • You will hear what BCV’s strategists and specialists have to say through interviews and reports.
  • You will receive relevant articles and topic-specific information about the latest economic news and market developments.
  • We will double check your orders prior to execution.
  • We will regularly analyse whether your investments are in line with your financial objectives.
  • Your advisor will review your portfolio with you once a year.

 

Risk management

Your core portfolio will be invested in line with BCV’s investment strategy and your risk profile. That means your portfolio is always geared towards your long-term strategy.

A dynamic approach

You decide how to invest the rest of your assets through tactical opportunities. Your advisor will be backed by our in-house investment specialists who have their finger on the pulse of the markets and will propose a range of products that enable you to tap into specific investment themes. Not only will you benefit from these opportunities, but your portfolio will remain on the right track.

Gestion dynamique

Online portfolio management

You can meet with your advisor as often as you wish. You will have 24/7 access to our online platform – a dedicated space in BCV-net – where you can view your portfolio, performance reports and tactical opportunities.

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You will also receive relevant articles and topic-specific information about the latest economic news and market developments

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Useful documents

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BCV Conseil Plus

You are an experienced investor with sophisticated investment requirements. You take a dynamic approach to managing your portfolio but would also like the support of a Private Banking advisor who is backed by a team of inhouse investment specialists. Our BCV Conseil Plus advisory service was designed with you in mind. It includes personalised recommendations and market reports to give you the flexibility you need to make your own investment decisions.

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