BCV Conseil: always by your side

BCV Conseil helps you reach your financial goals and invest sustainably

A BCV private banking advisor will guide you in picking the right investments from a broad range of financial products incorporating ESG criteria. You’ll build the portfolio that works best for you.
 

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.

 

 

 

 

 

BCV Conseil classique

 

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.

 

 

 

 

BCV Conseil Plus

 

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.

 

 

 

BCV Conseil Premium

 

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.

 

BCV Active Advisory
 

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


 

Want your portfolio to include socially responsible
investments?

We’ll take your preferences into account in the investment advice we provide. With BCV Conseil, you can pick from a range of financial products that are oriented towards specific themes and incorporate ESG criteria. Elements of our service can be personalized based on your socially responsible investment preferences, such as excluding certain types of businesses or giving greater weight to specific aspects of sustainability. You’ll get regular analyses and reports on your portfolio in order to provide full transparency on how we’re addressing the ESG issues important to you.

  • Learn more about our ESG funds 
  • Learn more about our ESG Ambition products
  • Set up a meeting with a BCV advisor 


 

Our online platform

Keep tabs on your portfolio’s performance 24/7, carry out transactions, and keep in touch with your Private Banking advisor on the BCV Conseil online platform. You also get access to our expert analysis of the latest financial news.

 

Other management options

If you would like your portfolio to be managed responsibly and sustainably by investment professionals, we’ve got you covered.

With a BCV discretionary management agreement, you can choose from nine investment strategies that integrate ESG criteria.

 

Useful documents

Next step

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Banque Cantonale Vaudoise Place Saint-François 14 Case Postale 300 1003 Lausanne

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