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Step 2: How Can I Optimize My Financial Situation?
There is a range of attractive options for optimizing your financial and pension situation. We will be happy to show you a personalized investment mix to suit your needs.
What Is Your Investment Profile?
Credit Suisse has identified five different investment profiles based on the factors investment horizon, risk capacity and risk tolerance. Within the investment profile, we pay close attention to risk diversification.
We will be delighted to work out and develop your personal risk and investment profile in a free consultation. Investment advice is a very personal thing as it must take into account your individual circumstances, needs and goals.
An Attractive Product Range for Your Portfolio
The following chart summarizes the range of investment options open to you according to risk level, return potential and investment horizon:
The following products may be of interest in managing 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, taking into account a sensible spread within the selected investment mix according to investment type, sector, country, etc.
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.
Economic Sectors
As financial markets converge, it is becoming more and more difficult to diversify risks geographically. It is therefore all the more important to spread risks across different economic sectors. To minimize your risk, you need to be certain that the level of correlation between securities in your portfolio is as low as possible.
You have looked at the options available to you for enhancing your asset and pension situation. The next step is to consider how to optimize your tax payments. See the next section for more information.
Step 3: What Options Do I Have for Optimizing My Tax Situation?
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Advice and Contact
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