You are here:
- Home United Kingdom
- >Private Banking
- >Intermediaries
- >Investment Management
Investment Management
Portfolio Management
Our approach to client portfolio management is flexible: We can manage clients’ portfolios through a discretionary mandate or alternatively, provide clients with advice and guidance to help them make the right investment decisions.
Tax Efficiency
Using tax-efficient structures can help clients maximise the value of their investments. We can provide guidance on how to take full advantage of opportunities for tax-efficient investments, including offshore bonds, pensions and trusts.
Credit Suisse does not provide tax advice. The tax treatment depends on individual circumstances and may be subject to change in the future. Your clients are advised to seek independent tax advice.
Secondary Content
Get in Touch
Call our Intermediary Team:
Telephone: +44 (0)20 7883 7444
Case Studies
Customised solutions to help clients thrive:
