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BCV Conseil Plus

You are an experienced investor with sophisticated investment requirements. You take a dynamic approach to managing your portfolio but would also like the support of a Private Banking advisor who is backed by a team of in-house investment specialists. Our BCV Conseil Plus advisory service was designed with you in mind. It consists of a core portfolio built around asset allocation funds along with a tactical component that gives you the flexibility to make your own investment decisions.

Benefits

You will have a dedicated Private Banking advisor at your disposal.
You will receive an investment proposal tailored to your financial goals.
We will regularly provide you with investment ideas.
We will recommend investment products based on their financial performance and management quality.
We will double check your orders prior to execution.
You will have access to our secure online platform for a detailed view of your portfolio and bespoke articles on economic and market developments.
We will monitor your investments to ensure they are in line with your financial objectives.
Your advisor will review your portfolio and personal situation with you once a year.

A dynamic approach and rigorous risk management

With BCV Conseil Plus, your core portfolio is built around a diversified investment fund aligned with BCV’s investment policy and your profile. This means your portfolio is always geared towards your long-term strategy.

You then decide how to invest the remaining portion of your assets through tactical opportunities that align with your financial objectives. Our experts identify such opportunities by combing the markets in search of the most promising investment themes.

In addition, you will enjoy maximum legal protection because you are treated as a non-qualified investor.

Investment universe

With BCV Conseil Plus, we recommend a selection of financial instruments that have been carefully vetted by our investment specialists. These consist entirely of investment funds and structured products.

A significant proportion of the financial instruments we recommend through this service are issued by BCV. These are supplemented by third-party products, in particular for types of investments that BCV does not offer.

Connected

You can meet with your advisor as often as you wish. You will have 24/7 access to our online platform – a dedicated space in BCV-net – where you can view your portfolio, performance reports and tactical opportunities.

You will also receive relevant articles and topic-specific information about the latest economic news and market developments

Useful documents

BCV Conseil Plus

You are an experienced investor with sophisticated investment requirements. You take a dynamic approach to managing your portfolio but would also like the support of a Private Banking advisor who is backed by a team of inhouse investment specialists. Our BCV Conseil Plus advisory service was designed with you in mind. It includes personalised recommendations and market reports to give you the flexibility you need to make your own investment decisions.

File size : 451 KB - Last update: 19.09.2025

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