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FAQ
Frequently asked questions and their answers.
Credit Suisse (Monaco) S.A.M.
Who or what is Credit Suisse (Monaco) S.A.M.?
Credit Suisse (Monaco) S.A.M. is part of Credit Suisse Group and specializes in portfolio management for affluent private clients.
Clientele
Who are the clients of Credit Suisse (Monaco) S.A.M.?
Our products and services are designed to meet the needs of affluent private clients who are interested in investing and require comprehensive financial advisory services and customized financial products. In general, we target clients with investable assets of at least EUR 500,000, or with comparable medium-term investment potential.
Services
What services does Credit Suisse (Monaco) S.A.M. offer its clients?
Our services span the entire private client business, from individual comprehensive investment and financial advice to professional portfolio management.
Security
What security does Credit Suisse (Moncao) S.A.M. offer?
As part of Credit Suisse Group, you can rely on the excellent reputation of a global financial institute and enjoy a level of financial security comparable to that of Credit Suisse in Switzerland. The Principality of Monaco is also well-known for its extraordinarily high security standards.
Confidentiality
What degree of confidentiality can I expect from a private banking relationship manager at Credit Suisse (Monaco) S.A.M.?
We are fully committed to the principle of protecting financial privacy. We conduct all banking business strictly in accordance with the Swiss traditions of confidentiality and discretion.
Advice at Home
Would my relationship manager also visit me for a consultation at home?
Our relationship managers schedule regular client visits and can advise you at the location of your choice.
Change of Domicile
Will my relationship manager continue to advise me if I move my domicile to Monaco?
Of course. We have a lot of experience and a broad network of local contacts who can facilitate a smooth transfer of your domicile to Monaco. At the same time, we check a number of issues associated with such a move.
Account Opening and Services
How can I open an account and avail of the services of Credit Suisse (Monaco) S.A.M.?
If you wish to open an account with Credit Suisse (Monaco) S.A.M., please contact our branch and ask for the relationship manager who speaks your language. This will enable you to speak in person with an investment advisor, who will help you to find the solution that is the best suited to your needs.
Secondary Content
Contact Us
- Telephone: +377 9315 2727
- Fax: +377 9325 2799
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