- 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.
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.
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.
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.