Manage your wealth for the long term

A customized strategy for you

Your wealth management needs are at the center of everything we do. We consider each client to be unique and make it our priority to understand your and your family’s specific situation, and create with you an investment strategy tailored to your circumstances.

Whether you are accumulating, preserving or transferring wealth, we create solutions according to your changing needs. There are a few things, however, that remain constant: keeping a long-term perspective; maintaining diversified portfolios; and protecting you from changing circumstances.

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Optimize Your Portfolio

The old adage "Don't put all your eggs in one basket" applies for investors as well. A diversified asset mix is key to investing wisely. Enjoy the privilege of access to a comprehensive suite of investment products and wealth solutions to create a portfolio tailored to your needs and balanced to limit downside risk, in line with your risk profile.

Preserve and Grow Your Wealth

Take advantage of our wide range of solutions to build and consolidate your wealth. In addition to our investment banking and integrated banking services, we bring to you value added solutions to secure your wealth e.g. trusts, custody solutions, insurance, family governance structures. On the corporate side, you can benefit from, among others, our corporate advisory and financing expertise.

Take Care of Tomorrow

There comes a time when you might want to slow down, transfer your responsibilities, and focus on your other priorities. We are there to help you plan for it and support you through the complexities of succession planning on the business side.

Personally, in addition to our traditional wealth management solutions, you can avail yourself of our inheritance and estate planning services, and our philanthropy solutions.

Investment solutions with Credit Suisse Invest

You decide how you want to manage your investments and how involved you would like to be. We provide the expertise.

Credit Suisse Invest

Our innovative, tailor-made investment solutions, let you decide on the scope and frequency of advice, portfolio monitoring, research insights and investment ideas you receive. You can count on us to tap into our global network of investment specialists – for a reliable, transparent and pro-active approach to managing your assets.

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How We Work with You

Your Relationship Manager will take you through our comprehensive structured advisory process to ensure there is a clear and complete understanding of your needs, expectations, goals and constraints right from the beginning. Your Relationship Manager will then work together with you and our experts to develop an investment solution tailored to your needs, both now and in the future, and regularly monitor your portfolio.

Our structured advisory process comprises 5 steps

Needs Analysis: Your needs and objectives are the focus of the professional and holistic advice provided by your Relationship Manager.
Financial Concept: Your Relationship Manager uses the results of the needs analysis to compile your personal financial concept.
Client Profile: You discover your personal risk profile so that they can make the right investment decisions.
Investment Strategy: Your Relationship Manager will provide you with a comprehensive investment proposal based on your profile.
Implementation: Your Relationship Manager will offer you professional support in the implementation of the chosen strategy and in the ongoing management of your assets.

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