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Solutions

The Personal Advice of Our Teams of Experts Underpins All Our Solutions

Your objectives: to offer your clients innovative fund products and services; to improve the efficiency of your asset management; to meet demands for more control and transparency; to increase your capacity to act by means of outsourcing; to evaluate the optimization potential of your existing fund solution. 
 
Our obligation: We will support you by providing a tailor-made solution and its corresponding range of services. Our understanding of the specific requirements of banks, asset managers, and institutional investors enables us to gear our collaboration model entirely to your needs.

Your Objectives – Our Service Package

In order to align our services with your needs, we have put together a number of service packages that can be individually customized to suit your existing structures and wishes.

Distribution & Performance

Distribution & Performance

Positioning, with your proprietary investment fund under your name

Operations & Efficiency

Operations & Efficiency

Harnessing untapped efficiency potential by jointly managing your clients' assets in a single fund solution  

Governance & Transparency

Governance & Transparency

Optimizing the risk universe and the transparency of the management of your proprietary assets

Management & Process

Management & Process

Outsourcing the fund administration

Structure & Organization

Structure & Organization

Monitoring your existing fund solution and advice

Secondary Content

Contact

Do not hesitate to contact us. Your Relationship Manager will provide you further information.

  

Or you can contact Credit Suisse Investor Services.

 

Further Information