BvB and Partners SA provides asset management, investment advisory and the reception and transmission of orders for financial instruments, and acts as a collective asset manager for investment funds and pension schemes. The company also offers patrimonial/family‑office advice and private equity investment services, executes client orders through custodian banks, and is licensed as a collective asset manager subject to prudential supervision by FINMA.
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Wealth management with custodian banks: portfolio management, selection of investment vehicles and securities, autonomous follow-up of orders, and continuous information on the client relationship.
Investment advisory
Investment advisory to analyse markets, choose asset classes and investment vehicles, and build diversified portfolios according to the risk profile.
Receipt and transmission of orders
Receipt and transmission of orders relating to financial instruments, executed with custodian banks as part of the client relationships.
Collective wealth management
Collective wealth management for collective capital placements and pension institutions, including administration of assets in the name of and on behalf of the vehicles.
Proprietary investment funds
Proprietary funds aligned with the firm’s investment strategy, with a methodical approach to investments, risk management, and performance-seeking for the portfolios.
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