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Step 4: What Type of Investment Options Match My Objectives?
Based on your investment objectives and risk profile, you and your family can benefit from an investment mix tailored to your needs.
Determining Your Investment Strategy
You and your Credit Suisse advisor determine your investment strategy bearing in mind how you can diversify your investments. The investment strategy outlines how the money to be invested should be spread across the various asset classes, that is liquidity and money market paper, bonds, equities on the one hand, structured products, as well as within the individual asset classes (for example equities in different countries and sectors) on the other.
An Attractive Product Range for Your Portfolio
The following chart summarizes the investment options open to you according to risk level, return potential and investment horizon:
The following products may be of interest for those just starting to build up assets:
Investment Fund Savings Plan: Success Does Not Happen by Chance
The principle behind the Investment fund savings plan is as simple as convincing: You benefit simultaneously from the potential for returns offered by an investment fund and from straightforward account management. Starting with an initial investment of at least CHF 1,000, you then decide how much you want to invest in which fund and how often.
Credit Suisse Triamant: Professional Investment Strategy for Amounts above CHF 1,000
It takes a lot of skill to manage your own capital and invest it profitably. Frequently, it is only larger investors who are granted access to specialist knowledge, alternative investment strategies and active asset management. With Credit Suisse Triamant you can be sure your assets are being invested professionally - so you can just sit back and relax. Find out more about how you can benefit from other investment products in our Topic-Based Brochure "Investing - Our Offering to Help You Make an Optimal Investment" PDF (1.4 MB) .
Our advisors will be happy to show you solutions for your personal investment strategy. Call us to arrange a no-obligation consultation . Once you have set your investment strategy, it makes sense to review it regularly. We can also help you to do this.
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