Be on the lookout for scammers! Never share your log-in details, bank card numbers, or PIN codes. BCV will never ask you for this information. Always double-check your payment orders (payee’s name, amount). Never install remote access software on your devices. Learn more

BCV-net and BCV Mobile will be unavailable on Saturday 08 March from 10h30 pm until Sunday 09 March 05:00 am due to server maintenance. We apologize for the inconvenience, and thank you for your patience.

Advisory agreements

Investment advice from our experts

Working with you to build a personalized solution

Our advisors will support you in managing your portfolio and make proactive suggestions for your investment choices. However, you will remain in control of all final investment decisions.

Partnering with you

You will be supported by a dedicated advisor:

You will decide how to meet, and how often.
Your advisor will serve as a sparring partner.
You will have a single point of contact to tap into the Bank's expertise.
You will meet other professionals at our events.
You can sign up for BCV publications and seminars designed for investment professionals.

Pinpointing your needs

We’ll review your situation and identify your needs, expectations, and constraints, including your:

required investment return
risk appetite
cash flow needs
investment horizon
SRI expectations

Establishing your investor profile

We’ll work with you to determine your financial and non-financial investment criteria, which will be used to establish:

your investor profile
your strategic allocation
any specific constraints
any assistance you need in drafting investment regulations or an SRI charter

Making investment recommendations

Your advisor will use a proactive approach to guide you in areas such as:

cash management
bond issues
tactical allocations
buying and selling securities
taking advantage of our macro research and range of financial products
working with our fund managers

Implementing your investment decisions

We’ll execute your investment decisions in accordance with best practices. This means you’ll get access to:

the largest trading floor in French-speaking Switzerland
over 60 markets in 40 countries
the primary bond market (new issues) in all currencies
recognized experts in currency trading

Tracking investments and keeping you informed

We’ll track your portfolio daily in line with the investment strategy, and give you regular updates.

Regular contact with your advisor
Participation in investment committee meetings
Portfolio reviews
Daily risk monitoring
BCV investment policy publications
Financial and ESG reports
Invitations to business and social events

Learn more

Speak with an expert

Check out our publications

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.