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Independent asset managers

We provide independent asset managers (IAMs) with a high-performance online platform, a team of experts, and support with administrative tasks.

Benefits

Expert assistance with administrative tasks and filings, so you can focus on your core business.
Our Pro Access online platform, with around-the-clock data on your clients’ investments. You can also make use of a broad network of bank branches throughout Switzerland thanks to our partnerships with other banks in BCV Group and with the Union of Swiss Cantonal Banks.
A full lineup of banking services, including day-to-day account management, trading, financing, investment funds, and more.

Details

At BCV, we offer the following services for independent asset managers:

services for your day-to-day banking needs, a full range of investment products, and customized solutions
use of our Pro Access online platform
fast processing of mortgage applications and Lombard loan requests
experts who can help you with issues related to financial planning (at the AVENA collective pension fund)

The BCV trading floor

We operate the biggest trading floor in French-speaking Switzerland, meaning we can get you the best terms for your market orders. We can also provide:

experienced traders and forex dealers you can contact directly
help with creating your own structured product or private label fund

In addition, our investment strategy experts will give you the latest information on our investment policy, so you can make well-informed decisions.

Pro Access: secure asset management at your fingertips

Manage trading orders quickly, easily, and any time of the day or night
See the impact of an order on your portfolio before you place the order
View the execution status of your orders whenever you want

Log into Pro Access

Our latest publications

L'écho des marchés

Le coup d’œil

D'un mois à l'autre

D'un trimestre à l'autre

Schedule an appointment today

For more information, contact:

Renzo Bugliari, Head of the Independent Asset Managers Department

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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.