Your core portfolio will be invested in line with BCV’s investment strategy and your risk profile. That means your portfolio is always geared towards your long-term strategy.
You decide how to invest the rest of your assets through tactical opportunities. Your advisor will be backed by our in-house investment specialists who have their finger on the pulse of the markets and will propose a range of products that enable you to tap into specific investment themes. Not only will you benefit from these opportunities, but your portfolio will remain on the right track.
You can meet with your advisor as often as you wish. You will have 24/7 access to our online platform – a dedicated space in BCV-net – where you can view your portfolio, performance reports and tactical opportunities.
You will also receive relevant articles and topic-specific information about the latest economic news and market developments
Banque Cantonale Vaudoise Place Saint-François 14 Case Postale 300 1003 Lausanne
We're available Monday to Friday, from 8:00 am to 6:00 pm
We'll get back to you within one working day