Focusing on your goals

By choosing BCV, you are opting for tailor-made private banking services. Your BCV advisor will become your trusted financial partner and provide the guidance you need in the areas of financing, investing, taxation, pensions, and retirement and estate planning.

Never far away

With over 27,000 clients, BCV is one of the leading private wealth managers in Vaud Canton.

We have the most closely-knit branch network in Vaud and employ over 100 private-banking advisors. That means you are never more than a stone's throw away from top-notch expertise and services.

Gérard Haeberli, Head of Private Banking

Gérard Haeberli

Custom solutions

BCV is a full-service bank active in the global financial markets, but with our feet planted firmly in Vaud Canton. We work closely with high-net-worth individuals like you to identify the private-banking solutions that you need to achieve your goals.

Services

Global advisory service

Your advisor will discuss all aspects of your financial situation with you, in order to pinpoint your needs and select the best products and services to meet them. We will look closely at the following areas:

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Made-to-measure asset management

Effective wealth management is based on a trusting relationship with your private banking advisor. You can rest assured that we will select the right savings and investment opportunities for you, while providing the transparency and peace of mind you want. We follow a two-step process:

  • First we draw up your investor profile, which forms the basis for our portfolio recommendations.
  • Then we manage your portfolio through our SMARTPLAYER® concept, seeking out the best combination of fund managers and financial products – whether internal to BCV or not – for your profile.

Gestion sur mesure

Shall we talk?

Backed by a network of in-house specialists, your BCV advisor will help you establish and clarify your financial objectives – and propose ways to achieve them.

 

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