A know how

Independence at the service of clients

Integrity & Discretion

Who can we trust when it comes to money

BCT Bastion Capital & Trust, independent asset manager

Who are we?

Created in 2008, BCT Bastion is an independent Swiss company based in Geneva, fully dedicated to wealth management and advice to Swiss and international private clients.

Far from the rigidity of a large structure, our team of experienced and multicultural professionals, spread over three generations, offers you its private banking services through a close and focused partnership.

Our main objective is the preservation and growth of your assets within the regulatory framework defined and controlled by FINMA, the Swiss Financial Market Supervisory Authority.

Why us?

Our independence allows us to select our business partners in Switzerland and abroad. With a network in Europe, Asia, and the Middle East, our open architecture approach allows us to combine the skills to develop tailor-made solutions for our clients.

Our structure gives us the flexibility to rapidly react to changes and adapt to market developments. Our clients appreciate the close relationships we have maintained over the years, thus ensuring optimal services in a total transparency.

We strive to keep the full scope of its tradition to the private banker profession by personalizing the management of our clients’ assets in a flexible environment and through a long-term relationship.

Independence & quality of service

Our know-how

Guided by our core values and a unique perspective of development, we offer you tailored investment strategies following a personalized analysis of your financial situation while evaluating the risks calibrated to your specifics. As your needs and markets evolve, we suggest reassessments and regular reviews. Our expertise is based on what we value most in our company:

The client first

The relationship with our clients is at the center of our priorities and is built over the long term. Serving a limited number of selected clients enables us to better understand the needs of each client and thus protect their interests.

A Network of experts

We offer a network of first choice partners in Switzerland, Europe, Asia, and the Middle East with whom we forge professional relations of mutual respect and trust since many years. These partners include custodian banks, lawyers, tax specialists, notaries, as well as insurance experts, estate planners and private equity specialists. They allow us to develop tailor-made solutions for our clients.

Quality results

We strive for excellence and professional expertise to produce consistent and competitive performance results that we share on a regular and transparent basis.

Integrity, a fundamental value

We act in a context of total transparency and guarantee an irreproachable activity. Our team is subject to the duty of confidentiality and required to respect the duty of care while serving the interests of our clients.

Innovation & dedication

Private wealth management, our business

In a boutique-size structure promoting an authentic relationship of trust, BCT Bastion supports and advises you on all aspects of your assets. The protection and growth of capital over time are the priorities of portfolio building. Throughout this process, we strive to simplify your life by closely working together and operate with peace of mind.

Planning and management

  • Tax Planning through collaboration with fiscal and legal advisors.
  • Establishment of trusts, foundations, and life insurances.

Financial strategy

  • Choice of banking relationships in Switzerland or abroad.
  • Defining your return and risk profile.
  • Optimum overall asset allocation for the medium and long term.
  • Consideration of tax framework conditions.

Asset management

  • Tailor made investment strategy.
  • Selection of traditional and alternative investment products and services based on independent research.
  • Cash management.
  • Cost control of the banking partners.
  • Performance analysis and portfolio monitoring.

Family office

  • All aspects of management, coordination and overall monitoring of patrimonial wealth are covered with the aim to preserve, grow, and transfer to future generations. We offer a full range of long-term services with a transgenerational objective.
  • You can therefore count on applicable legal, tax and administrative responses to foster long-term management of your assets, as well as consolidation, supervision, and risk management of portfolios with custodian banks.
  • You can also count on our corporate office support in the management notably of your real estate (purchase, sales, and administration) and your private equity investments.
  • We have a long experience in philanthropy, particularly in the cultural and humanitarian fields.

Discretionary mandate

If you wish to delegate investment decisions to us, we will put in place a discretionary management mandate through a tripartite relationship: you, the custodian bank and BCT Bastion.

We define together an investment profile considering your patrimonial situation, your residence and risk tolerance. Our team implements an asset allocation strategy for your portfolio while carefully monitoring its evolution. The management of your personalized portfolio will benefit from diversified, liquid, and transparent assets, consistent with the chosen investment profile.

We communicate performances on a regular and transparent basis.

 

Advisory mandate

If you prefer to keep an active role in managing your assets, we suggest an advisory mandate.

You will benefit from our investment recommendations based on a return and risk profile that we define jointly, on first-class financial analysis provided by our partners, and on our proven market experience. We will seek out the most suitable investment opportunities for you.

Confidence & serenity

BCT Bastion Capital & Trust, licensed by FINMA

FINMA, a seal of quality for Switzerland‘s financial sector

As an independent supervisory authority, FINMA protects financial market clients, in particular creditors, investors, and policyholders. It thus contributes to strengthening confidence in the proper functioning, integrity, and competitiveness of the Swiss financial market.

FINMA has three core responsibilities: licensing, supervision, and enforcement. It grants operating licenses for companies and organizations subject to its supervision, monitors the supervised institutions with respect to their compliance with the requisite laws, ordinances, directives, and regulations, as well as with the conditions for the granting of licenses that must be complied with at all times.

Following the entry into force of the Financial Institutions Act (FinIA) on January 1, 2020, portfolio managers and trustees must be licensed by FINMA to carry out their activities.

Portfolio managers and trustees must meet a number of personal, financial, and organizational requirements. In particular, they are required to be suitably organized, provide guarantee of irreproachable business conduct, enjoy a good reputation, and hold the required professional qualifications.

BCT Bastion obtained its affiliation with FINMA following a rigorous and demanding process.

For more information: FINMA website & FINMA portrait

SAM, professional association

Leader of professional associations in the industry and founded in 1986, the Swiss Association of Wealth Managers (SAM) regroups over 2’000 members. As a pure professional association, the SAM offers its members services in the fields of legal advice, training, and representation of interests, while also being a competence center for valuable solutions for the sector.
BCT Bastion, since its creation in 2008, has been a member of the SAM.

AOOS, supervisory organization (SO)

Since the Financial Institutions Act (FinIA) entered into force at the start of 2020, portfolio managers and trustees are also subject to the supervision of an authorized supervisory organization (SO). This permanent supervision makes it possible to control the activity of the portfolio managers and trustees who are subject to it, to ensure compliance with the legal provisions and the requirements of the FINMA authorization. As for the SO, it is itself authorized and monitored by FINMA.

The Swiss Supervision Public Limited Company (AOOS) was founded with the aim of managing a SO according to the FinIA, as a service specifically dedicated to portfolio managers and trustees. Thanks to its values, AOOS is a cornerstone in the implementation of the FinSA / FinIA / AMLA system for all its members, of which BCT Bastion is a part.

OFS, mediation body

Ombud Finance Switzerland (OFS) is a Swiss foundation dedicated to providing dispute resolution services to affiliated financial institutions, financial service providers, financial advisers, and their clients. Its services are available upon request, from clients or from financial service providers. OFS is a public utility tax exempted legal entity subject to supervision by the Swiss Federal Supervision Authority in Bern.

OFS was recognized by the Federal Department of Finance as an official Ombudsman’s Offices and in accordance with the Financial Services Act (FinSA), BCT Bastion is affiliated with OFS.

 

Contact

Address

BCT Bastion Capital & Trust S.A.
Cours des Bastions 5 1205 Geneva Switzerland
Phone : +41 22 740 10 00 Email : info@bctbastion.com

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