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.
With 30,000 clients, over 200 specialists, and teams across nine regional centers of expertise, BCV is one of the largest wealth managers in Vaud Canton.
Your goals matter to us. At BCV, we can provide you with a unique combination of top-notch expertise in private banking, comprehensive financial advice, and service that’s just around the corner.
Christian Steinmann, Head of Private Banking
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:
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.
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.
