A strong framework

Banque Cantonale de Genève will assist you in your role as trustee or guardian and help you to manage the assets of the protected person. Our team of experts, your go-to in Geneva, is at your disposal to present you with our clear solutions, which comply with the requirements of Articles 6 and 7 of the Ordinance on the management of assets under trusteeship and guardianship (OGPCT).

Clear solutions for meeting everyday needs

 (Art. 6, OGPCT)

BCGE offers a range of financial products designed to meet the daily needs of protected persons in accordance with Article 6 of the OGPCT.

• BCGE Privé account: The account for day-to-day transactions such as deposits, withdrawals, payments and transfers.
• BCGE Epargne account: The account for conserving surplus income and building up capital for future projects, all while earning interest on the balance.
• Fixed-rate investments: Ideal for meeting the day-to-day needs of the protected person.

Investments for additional expenses

(Art. 7, paras. 1 and 2, OGPCT)

In accordance with Article 7, paragraphs 1 and 2 of the OGPCT, BCGE offers financial products designed to cover the additional expenses of protected persons.

• Guardian Synchrony funds: This fund is a central element of the services that BCGE makes available to protected persons, enabling them to invest in a secure and diversified manner and to benefit from the Bank’s expertise in optimising the management of resources. This fund offers full support to trustees and guardians in their management responsibilities, offering a conservative investment strategy.

Fonds Synchrony Guardian

• Asset management mandate: The solution offered for portfolios in excess of CHF 1.5 million entails entrusting BCGE with the responsibility of investing the assets of protected persons in their best interests. 

What you can expect throughout the business relationship

The manager will assist you on a daily basis with day-to-day management (simple orders, standing orders, direct debits, cards, etc.). Each year, the Bank will provide you with account documents and statements for your securities portfolio(s). You can also request information on investments at any time and access bank documents. In addition, you’ll benefit from permanent and secure access to the accounts of all protected persons via a single access to BCGE Netbanking or the BCGE Mobile Netbanking app.