We provide services for all your institutional investment needs.
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Institutional investors
We offer financial services along the entire value chain.
Multi-asset management agreements
- Active and passive approaches
- Access to all asset classes
- A proven investment process
Targeted management agreements
- Stocks
- Bonds
- Swiss indirect real estate
Investment advisory agreements
- Personalized advice
- Fund selection
- Cash management
- Risk monitoring
Investment funds
- Wide range of investment products
- Variety of asset classes and investment approaches
- Solid, recognized expertise
Administrative and actuarial aspects
- Comprehensive management of insured members
- Communications with insurance companies
- Relationships with other stakeholders
Actuarial services
- Pension plans
- Risk assessments
- Reinsurance negotiations
- ALM analyses
- Procedures with supervisory authorities
Pension board training
- Continuing education and ad hoc seminars
- Training certificates
Accounting and taxes
- General accounting
- Coordinating with auditors
- Managing withholding taxes
20 May 2026
7:45am–1:30pm
Advanced training course for importers and exporters: A simple approach to currency risk management
Château de Montagny, Lutry
23 June 2026
4:00pm–5:00pm
Quarterly investment strategy with our CIO
Web conference
26 August 2026
4:45pm–21:00pm
Swiss pensions: an end-of-summer review
Musée cantonal des Beaux-Arts, Lausanne
9 September 2026
1:15pm–6:00pm
Refresher training course for pension board members
Château de Montagny, Lutry
8 October 2026
11:30am–12:30pm
Quarterly investment strategy with our CIO
Web conference
9 October 2026
8:15am–1:00pm
Refresher training course for pension board members
Château de Montagny, Lutry
2 November 2026
1:15pm–6:00pm
Refresher training course for pension board members
Château de Montagny, Lutry
We offer a range of training programs and seminars designed specifically for pension board members. BCV experts share their insights on financial markets and the latest developments in the pension industry.
