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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 just around the corner who is there for you every step of the way. Your advisor will take the time to get to know you, understand your long-term goals, and then tailor their advice to your unique situation.
- A dedicated Private Banking advisor at your disposal
- An investment proposal tailored to your financial goals
- Investment ideas handpicked for you based on economic and market trends
- Product recommendations based on quantitative and qualitative criteria
- Double check of your orders prior to execution
- Detailed view of your portfolio and its performance via our secure online platform
- Monitoring of your investments to ensure they are in line with your financial objectives
- Regular review of your portfolio and investment objectives with your advisor
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.
To ensure you can invest with peace of mind, we will always double check your orders before executing them and periodically monitor your portfolio to ensure it is geared towards your investment objectives.
You will also enjoy maximum legal protection because you are treated as a non-qualified investor.
With BCV Conseil Classique, 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.
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 just around the corner who is there for you every step of the way. Your advisor will take the time to get to know you, understand your long-term goals, and then tailor their advice to your unique situation.
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