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• Life stages overview
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• Optimize
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• Enjoy (selected)
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  • Transfer assets
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Step 2: How Can I Invest My Pension Assets Wisely?

When you retire you obtain access to your retirement assets. Management of your pension capital is something that needs to be given careful consideration. We'll show you what you should bear in mind in this respect.

Formulating Investment Goals

No matter whether you have decided to have your retirement assets paid out as a lump sum or in the form of a pension, in both cases it is wise to invest your money as well and as securely as possible. Determine your investment profile PDF (122KB) and investment goals.

Suitable Investment Solutions for Every Investment Profile

When putting together your portfolio, you should ensure that - within your investment profile - it is suitably diversified according to investment category, sector, country, currency, etc.

Sustainability: More than a Good Return

Sustainable investments give you the opportunity to take account of your personal values in your investment decisions. With sustainable investments you invest over the long term in the growth potential of companies that are selected according to specific criteria.

Do you want your investments to reflect a concern for social and environmental issues? We offer you various solutions for this purpose, such as sustainability-oriented funds.

Microfinance: Returns with a Contribution to Society

So-called microfinance products are available for anyone wishing to demonstrate social and developmental responsibility with their investments. Together with responsAbility, Credit Suisse has established the responsAbility Global Microfinance Fund. The organization takes a fair approach to granting small loans to people in developing countries. In this way, many future entrepreneurs can take control of their own future for the first time. On the other hand, you make a healthy return and a sustainable contribution to combating poverty.

Professional Investment Advice

You can invest your money independently (Fund Lab) or rely on our comprehensive investment advice. Together with you, we define the ideal portfolio for you or optimize your existing one.

Comprehensive Asset Management

The discretionary mandate with professional and comprehensive advice is a convenient way for you to have your assets managed in accordance with your individual needs. With their in-depth specialist knowledge and up-to-date market knowledge, our experts offer you considered support at all times and take action in line with your investment strategy.

First-Hand Research Results

Clients of Credit Suisse have exclusive access to market data and research reports on every aspect of the financial world. We supply you with the most up-to-date analyses on markets and sectors, as well as the latest trends.

Would you like our investment experts to subject your financial situation to a comprehensive examination and work out a carefully considered investment plan together with you, or to optimize your existing plan? Then contact us to arrange a no-obligation consultation .  

Step 3: What Is the Tax Situation for Retired People?  

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