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You are an experienced investor with sophisticated investment requirements. You take a dynamic approach to managing your portfolio but would also like the support of a Private Banking advisor who is backed by a team of in-house investment specialists. Our BCV Conseil Plus advisory service was designed with you in mind.
- A dedicated Private Banking advisor at your disposal
- An investment proposal tailored to your financial goals
- Investment ideas from our market experts
- Product recommendations based on quantitative and qualitative criteria
- Double check of your orders prior to execution
- Monitoring of your investments to ensure they are in line with your financial objectives
- Annual review of your portfolio and investment objectives with your advisor
- Access to our secure online platform for a detailed view of your portfolio, as well as select articles on the latest economic and market developments
With BCV Conseil Plus, your core portfolio is built around a diversified investment fund aligned with BCV’s investment policy and your profile.
You then decide how to invest the remaining portion of your assets through tactical opportunities that align with your financial objectives. Our experts identify such opportunities by combing the markets in search of the most promising investment themes.
With BCV Conseil Plus, we recommend reliable, diversified financial instruments that have been carefully vetted by our investment specialists. These consist exclusively of investment funds and structured products.
A significant proportion of the financial instruments we recommend through this service are issued by BCV. We also recommend third-party products, in particular for investment types that BCV does not offer.
You will also receive select articles from us on the latest economic news and market trends and themes.
BCV Conseil Plus
You are an experienced investor with sophisticated investment requirements. You take a dynamic approach to managing your portfolio but would also like the support of a Private Banking advisor who is backed by a team of inhouse investment specialists. Our BCV Conseil Plus advisory service was designed with you in mind. It includes personalised recommendations and market reports to give you the flexibility you need to make your own investment decisions.
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