Avec un mandat de gestion BCV, vous déléguez la gestion de votre portefeuille à des professionnels et vous bénéficiez d'une approche responsable et durable. Vous avez le choix entre neuf stratégies de mandats de gestion intégrant des critères ESG.
Benefits
- Track your portfolio's performance with regular market updates and detailed performance reports.
- Take advantage of our rigorous asset management process that includes daily monitoring of portfolios. We'll optimize your asset allocation according to our experts' macroeconomic outlook.
- Do your part for sustainable development. We systematically integrate environmental, social, and governance (ESG) criteria in our fund-selection process. Where competing funds offer similar financial profiles, we favor those with the best sustainability profile.
- Give us instructions for how you want your assets to be managed or what general strategy we should follow.
- View your portfolio's investments and performance online.
Comment choisir votre mandat?
> Vous avez une affinité particulière avec le développement durable: dans la gestion de ses mandats, la BCV a une approche responsable et durable, qui intègre des critères environnementaux, sociaux et de gouvernance (ESG) lors de la sélection des véhicules de placement. L’objectif est de donner la priorité aux fonds qui, sur la base de résultats d’analyses financières similaires, intègrent le mieux les critères de durabilité.
> Analyse de votre profil personnel: l’offre de mandat se décline en deux stratégies d’investissement, gérées selon cinq profils de risque. En tout, neuf types de mandats sont disponibles. Nous déterminons ensemble votre profil d’investisseur basé sur votre capacité financière, votre tolérance au risque et votre connaissance du monde de la finance.
Quelles sont les différentes stratégies d’investissement?
Les stratégies de gestion semi-active reposent sur une allocation d’actifs de référence déterminée selon le profil d’investissement. L’exposition aux différentes classes d’actifs est optimisée, mais ne s’écarte pas substantiellement de la référence. L’objectif du gestionnaire est de surpasser un indice de référence choisi, par une allocation tactique et une sélection judicieuse de titres.
Les stratégies de gestion active privilégient la gestion du risque du portefeuille, selon des marges prédéfinies. Elles visent à atténuer les performances négatives importantes tout en participant aux phases haussières des marchés. Cela passe par une optimisation plus fréquente de l’allocation d’actifs, selon la configuration du marché.
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.
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.
Key benefits
- Private Banking advisor
- Periodic investment proposals
- Secure online platform
Minimum recommended investment
CHF 250,000
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.
Key benefits
- Private Banking advisor
- Regular investment opportunities
- Secure online platform
- Financial news and information from BCV
Minimum recommended investment
CHF 250,000
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.
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
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.
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
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The purpose of this website is to describe the activities of Banque Cantonale Vaudoise (BCV) within Switzerland. BCV’s intention is not to conduct activities outside Switzerland, and this website is aimed solely at individuals and entities domiciled in Switzerland. By clicking "I accept," you confirm that you are domiciled in Switzerland.
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