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Institutional investors

We offer financial services along the entire value chain.

A full suite of services

We provide services for all your institutional investment needs.

Asset Management

Multi-asset management agreements

Active and passive approaches
Access to all asset classes
A proven investment process

Targeted management agreements

Stocks
Bonds
Swiss indirect real estate

Investment advisory agreements

Personalized advice
Fund selection
Cash management
Risk monitoring

Investment funds

Wide range of investment products
Variety of asset classes and investment approaches
Solid, recognized expertise

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Pension fund services

Administrative and actuarial aspects

Comprehensive management of insured members
Communications with insurance companies
Relationships with other stakeholders

Actuarial services

Pension plans
Risk assessments
Reinsurance negotiations
ALM analyses
Procedures with supervisory authorities

Pension board training

Continuing education and ad hoc seminars
Training certificates

Accounting and taxes

General accounting
Coordinating with auditors
Managing withholding taxes

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Advantages of choosing BCV

Recognized expertise in institutional asset management

A solid, responsible bank with an AA rating from Standard & Poor’s

Locally based advisors, with direct access to our specialists

A wide range of products and services

Staff located entirely in Switzerland (Lausanne, Zurich, and Mittelland region)

Impeccable customer service

In the news

L'écho des marchés

Le coup d’œil

D'un mois à l'autre

D'un trimestre à l'autre

Upcoming events (held in French)

3 February 2026

4:45pm–8 :00pm

Quarterly investment strategy with our CIO
Lausanne

22 April 2026

7:45am–1:30pm

Basic training course for importers: A simple approach to currency risk management
Château de Montagny, Lutry

24 April 2026

7:45am–1:30pm

Basic training course for exporters: A simple approach to currency risk management
Château de Montagny, Lutry

28 April 2026

11:45am–2:00pm

Quarterly investment strategy with our CIO
Geneva

29 April 2026

10:45am–2:00pm

Quarterly investment strategy with our CIO
Lausanne

06 May 2026

11:45am–2:00pm

Institutional Investors Forum
Olympic Museum, Lausanne

20 May 2026

7:45am–1:30pm

Advanced training course for importers and exporters: A simple approach to currency risk management
Château de Montagny, Lutry

23 June 2026

4:00pm–5:00pm

Quarterly investment strategy with our CIO
Web conference

26 August 2026

Time TBD

Swiss pensions: an end-of-summer review
Musée cantonal des Beaux-Arts, Lausanne

9 September 2026

1:15pm–6:00pm

Refresher training course for pension board members
Château de Montagny, Lutry

8 October 2026

11:30am–12:30pm

Quarterly investment strategy with our CIO
Web conference

9 October 2026

8:15am–1:00pm

Refresher training course for pension board members
Château de Montagny, Lutry

2 November 2026

1:15pm–6:00pm

Refresher training course for pension board members
Château de Montagny, Lutry

Pension board training

We offer a range of training programs and seminars designed specifically for pension board members. BCV experts share their insights on financial markets and the latest developments in the pension industry.

Learn more

Speak with our experts

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Other legal information

Please read our website and email Terms and Conditions before using our website or contacting us by email.

In principle, any information and/or documents appearing on this website that relate to financial instruments or services within the meaning of the Swiss Financial Services Act (FinSA) are considered advertising materials pursuant to this Act.