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Investment Advisory

With Credit Suisse, you can have as much or as little involvement in the management of your portfolio as you wish.

Advisory Services - The Best of Both Worlds

If you like to have control of your investment portfolio, our advisory service can give you the best of both worlds.

You will get the benefit of our professional advice and guidance on what to do with your investments, but you will make all the decisions.

Unlike other institutions, we have an 'open architecture' model, which gives our clients the best possible choice of investment opportunities.

By offering best-in-class solutions from across the whole of the market, we ensure that our clients always have access to the top performers in multiple asset classes.

Discretionary Mandates - Maximum Convenience

A discretionary mandate is the ideal arrangement if you are too busy to monitor your portfolio or you would prefer to have an experienced investment professional deal with your affairs.

Your investments are actively managed by our qualified specialists, based on your needs. They will implement your personal investment strategy, selecting from the widest choice of global opportunities.

Regular updates will allow you to monitor the status of your portfolio and enjoy the satisfaction of knowing your wealth is in expert hands.

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Contact Us

  • Telephone: (52 55) 5283 8900
  • Alternatively, please use our contact form and we'll contact you.