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Step 3: What Type of Investment Options Match My Objectives?
Now you know what your financial objectives are, the key question is which investment options are best suited to your needs. Our advisors will be happy to provide advice with no obligation.
Determining Your Investment Strategy
You and your Credit Suisse advisor determine your investment strategy bearing in mind diversification options. The investment strategy outlines how the money to be invested should be spread across the various asset classes, i.e. liquidity and money market paper, bonds and equities on the one hand, structured products, as well as within the individual asset classes (e.g. equities in different countries and sectors) on the other.
An Attractive Range of Products to Optimize 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 in optimizing your assets:
Investment Funds: Combining Forces to Maximize Your Prospective Earnings
The principle behind an investment fund is that of collective investments. Fund managers invest these collective assets professionally in equities, bonds, money market paper, alternative investments (e.g. real estate), or in a combination of these asset classes, in line with the strategy. The fund's strategy also determines in which sectors, regions, countries or currencies the fund's assets are invested.
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.
Structured Products with Capital Protection
Structured derivatives are ideal instruments to cover a range of needs, from capital protection to capital gains. Even if your investment strategy is long term, structured derivatives allow you to profit from interesting short-term opportunities on the market.
Saving with Securities - 3rd Pillar: Get More from Your Pension Capital
The money you save in a Pension - 3rd pillar account can be invested in Saving with Securities, a tied securities account. This generally allows you to earn higher returns than if your assets were just sitting in a Pension 3rd pillar account. Credit Suisse offers attractive investment groups (German).
Find out more about how you can benefit from other investment products in our brochure "Investing-Our Offering to Help You Make an Optimal Investment" PDF (1.4MB).
Credit Suisse offers a range of attractive investment products. Contact us to arrange a no-obligation consultation so that we can find the right investment mix for you.
Step 4: What Options Do I Have for Optimizing My Tax Situation?
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