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Private Advisors

Investment Profiles

Credit Suisse Private Advisors AG manages assets pursuant to several different investment disciplines. Each discipline profiles take into consideration:

  • Overall financial circumstances
  • Investment objectives
  • Investment time horizon
  • Risk tolerance
  • Income needs

Investment Disciplines

Equities

Seeks long-term aggressive capital growth. This discipline will not include the ownership of any fixed income investments and is for an investor with a very high tolerance for risk.

Growth

Seeks long-term capital growth. This discipline includes ownership of both equity and fixed income investments and is for an investor with a high tolerance for risk.

Balanced

Seeks both long-term capital growth and current income. This discipline includes ownership of both equity and fixed income investments and is for an investor with a moderate risk tolerance.

Fixed Income

Seeks to generate current income with a secondary objective of capital preservation. This discipline will include both fixed income and equity investments and is for an investor with a low risk tolerance.

Conservative

Seeks real-term capital preservation with a secondary objective of current income. This discipline includes ownership of both fixed income and equity investments and is for an investor with a low risk tolerance.

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