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Discretionary management agreements

Numerous advantages

BCV’s discretionary management agreements are:

Made-to-measure

We develop a customized management agreement for you based on your financial goals.

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Locally managed

You’ll have a dedicated private banking advisor in your region, and your portfolio will be managed by our asset-management specialists in Lausanne.

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Socially responsible

You can invest responsibly through our ESG and ESG Ambition agreements.

Learn more

Easily accessible

You’re free to view your portfolio at any time on our digital platform.

Learn more
Numerous advantages

BCV’s discretionary management agreements are:

Made-to-measure

We develop a customized management agreement for you based on your financial goals.

Learn more

Locally managed

You’ll have a dedicated private banking advisor in your region, and your portfolio will be managed by our asset-management specialists in Lausanne.

Learn more

Socially responsible

You can invest responsibly through our ESG and ESG Ambition agreements.

Learn more

Easily accessible

You’re free to view your portfolio at any time on our digital platform.

Learn more
Made-to-measure

Tailored investment solutions

Getting the most out of an investment portfolio requires financial expertise and close and constant attention. If you would prefer to focus on other aspects of your life, BCV offers a number of asset management agreements.

You point the way and we do the rest.
 

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LOCALLY MANAGED

Top-quality service at your doorstep

Your private banking advisor will work with you to define your investment strategy. Our asset management specialists in Lausanne will then take over, managing your portfolio in line with your strategy.

MEET WITH A BCV ADVISOR
Socially responsible

Responsible, long-term approach

You’ll be guided by your private banking advisor in selecting from a wide range of ESG and ESG Ambition agreements.

 

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EASILY ACCESSIBLE

Stay in the loop with our digital platform

With BCV-net and BCV Mobile, you have secure, unlimited access to your portfolio account. You can check your portfolio’s recent performance and current value, read our experts’ take on the latest financial news, and get in touch with your advisor.

 

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