Our areas of expertise

Investing in stocks lets you indirectly benefit from a region’s economic growth, with higher potential returns compared to other asset classes such as fixed income. At BCV, our equity investment solutions focus on risk-adjusted returns in both the Swiss and international markets. We’ve developed a proven investment process that aims to deliver long-term performance, backed by our extensive experience and rigorous risk-management processes. Our fund managers maintain close and frequent contact with company executives – a considerable advantage when it comes to generating investment ideas.

Real-estate investments are an essential component of any successful investment strategy. They have a low correlation with equities and fixed income and can significantly enhance a portfolio’s risk/return profile. With our actively managed indirect real-estate vehicles, you get exposure to an asset class that offers geographic and sector diversification, better liquidity than with direct real estate, and access to expertly managed, high-quality properties.

BCV has over 25 years of experience in indirect real estate and is a leading figure in the Swiss asset-management landscape.

Commodities are generally uncorrelated with equities and fixed income, making them attractive diversification tools. They can also serve as a hedge against inflation since their prices tend to rise when inflation expectations go up. Global demand for commodities is growing yet their supply is limited, which is opening up long-term opportunities. At BCV, we offer an investment fund with a diversified portfolio of commodities as well as a physical gold fund that incorporates environmental, social, and governance (ESG) criteria.

Index funds are designed to track a given market index as closely as possible, thereby providing an almost identical risk/return profile. In the most straightforward type of index fund, fund managers buy all the securities in an index in the same proportion as their weighting in the index. Because these funds give investors exposure to all issuers in an index, they also provide a way to eliminate company-specific risk. They also come with lower management fees. We have an experienced team managing index funds at BCV and have introduced a new range of products to better meet investors’ needs in this area.