• You will have a Private Banking advisor at your disposal.
• You will have constant decision-making support from a dedicated investment specialist.
• You will receive very frequent investment proposals based on themes and in line with your financial objectives.
• You will receive recommendations from a universe of individual securities tracked by BCV.
• We will double check your orders prior to execution.
• We will regularly analyse whether your investments are in keeping with your financial objectives.
• Your advisor and investment specialist will review your portfolio with you upon request.

Our Active Advisory approach, which is guided by BCV's investment strategy and our allocation pyramid, meets the needs of even the most demanding investors. We start by looking at your portfolio’s core holdings, which form the strategic base of our allocation pyramid. Our aim is to ensure that the bulk of your portfolio is structured in line with BCV’s economic scenario. For the middle, tactical part of the pyramid, we will send you investment themes that are consistent with both our core scenario and your investor profile. These themes are based on products that ensure good risk diversification.

Your partnership with BCV will be twofold. In addition to having frequent contact with your dedicated investment specialist, you will be able to count on comprehensive support from your Private Banking advisor – whom you can meet with whenever you wish.

Your advisor will also be there to help you manage portfolio risk: we will double check your orders before executing them and regularly monitor your investments to ensure they are aligned with your objectives, particularly in terms of currency breakdown, regional breakdown, asset allocation, and concentration risk.