BCV Conseil Classique

You have what it takes to manage your investment portfolio but would still like some expert advice. With BCV Conseil Classique, you will have a dedicated Private Banking advisor who is there for you every step of the way. We will take the time to get to know you, understand your long-term goals and then tailor our advice to your unique situation.

Benefits

 

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.

 

 

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.

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.

Documents utiles

Choose your region

Visit us

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

Call us

We're available Monday to Friday, from 8:00 am to 6:00 pm

Write to us

We'll get back to you within one working day