
Investment portfolio
From investment advice to delegated portfolio management, we make sure to preserve your capital and ensure its yield by identifying investment solutions perfectly suited to your projects.
Overall customer satisfaction
Source: NPS 2024 studyThanks to our unique combination of business expertise, our financial advisors can support you in all your life projects...
From investment advice to delegated portfolio management, we make sure to preserve your capital and ensure its yield by identifying investment solutions perfectly suited to your projects.
Ensure comprehensive pension coverage. Discover ways to enhance your 2nd pillar or invest in the 3rd pillar to secure a robust and reliable financial future.
Do you have a real estate project in mind? We offer you all the financing solutions you need for your projects, such as mortgages and Lombard loans.
Whether you are an investor who has the time and desire to manage your own portfolio, or you prefer to delegate the management of your investments, we have the perfect solution for you.
If you seek maximum peace of mind, a management mandate allows you to delegate the management of your portfolio to investment specialists. They assist you in creating and managing your portfolio, while considering your investment strategy.
On the other hand, if you prefer to remain in control and make your own investment decisions, you can opt for an advisory mandate, which provides guidance and support.
If you are young and starting your career, now is the perfect time to lay the foundation for solid pension planning and establish long-term investment strategies.
Even if your career is progressing successfully, it's still a good time to reassess your current circumstances, revisit your retirement objectives, and refine your strategy as needed.
Ensure peace of mind and prepare properly for the future, by planning now.
The Swiss real estate market offers diverse investment opportunities, either through direct property acquisition or by investing in real estate funds. Assess market trends and invest strategically to achieve solid long-term gains.
You can use your liquid assets for the required down payment on real estate financing, or you may opt for a Lombard loan.
Your projects with a complete peace of mind
To provide you with the best possible support, we aim to understand what keeps you up at night, your projects, and your dreams. Our expertise lies in aligning your wealth with the projects that you hold dear.
A human-sized bank backed by a solid financial group
Our majority shareholder, Banque Cantonale Vaudoise, is one of the few large banks in the world without a state guarantee to be rated AA by Standard & Poor’s. This 'AA' rating is proof of our strong results.
Local and close to you
Because we are nearby, where and when you need us, we manage your wealth with agility and efficiency, always with a smile.
Noémie Prod'hom
Marie-Laure Favre
M’Bayang Thiam
David Vuadens
Ann Evard
Anthony Picard
Dominique Lauener
Franck Neveu