Investment Solutions

Credit Suisse’s extensive roster of diverse investment resources allows you and your Relationship Manager to construct a portfolio that reflects your goals, risk tolerance, liquidity requirements and time frames.

We do not offer packaged solutions – every investment portfolio is completely customized to suit your profile. Our investment solutions include:

Equities

Leading-edge execution in global stock markets through institutional trades and Advanced Execution Services, Credit Suisse's propietary suite of algorithmic trading strategies, tools and analytics. We offer direct access to institutional trading flow, equity capital markets, equity research, sales trading coverage, and market commentary.

Fixed Income

Municipal bonds, U.S. treasuries, agencies, sovereign debt, high-grade corporate bonds, high-yield debt and short duration instruments.

Structured Products

Proprietary notes linked to equities, U.S. and international indices, currencies, commodities, hedge funds, interest rates and other traditional and exotic asset classes.

Foreign Exchange

Fast execution and competitive price quotation on spot, forwards, swaps and derivatives as well as comprehensive advice on FX markets and hedging strategies. We offer innovative investment solutions to achieve exposure to FX markets and Direct Access Client (DAC)services for clients actively trading currencies.

Alternative Investments

Private partnerships that invest in a wide range of assets, including shares in privately held and public companies, various types of debt, real estate, and commodities.

• Private Equity - Private partnerships typically investing in equity and/or debt of privately held companies. Included are leveraged buyout, mezzanine and secondary funds.
• Hedge Funds - Private partnerships that may invest in a wide array of assets including public equity, debt, currencies, futures and options. These funds sometimes use leverage and may hold long and short positions.
• Real Estate - Private partnerships that invest in various types of commercial real estate.
• Commodities - Private partnerships that invest in a wide array of commodities including energy, metals and grains. These funds typically use futures and may hold long and short positions.

Managed Accounts

• Separately Managed Account ("SMA") - Programs that seek out early-stage, high performing, independent asset management firms with successful and fundamentally sound investment processes. The programs follow an open architecture philosophy using a research driven process and offer single, multi, tactical and niche strategies giving clients access to a comprehensive suite of portfolio managers. These programs are uniquely designed to give you and your Relationship Manager the freedom to construct a quality portfolio that reflects your individual goals, risk tolerance, liquidity requirements and time frames. We offer you our global reach, a full range of investments and a talented team to help you make the most of what you have built over the years.
• Mutual Funds - An offering providing comprehensive and tax-efficient solutions. The program focuses on funds that have below-average turnover and a successful track record.

Discretionary Managed Accounts

Selected Credit Suisse Relationship Managers customize individual portfolios tailored to your investment objectives, risk tolerance, and liquidity needs.

Lending

Private Banking USA offers a wide array of cost-effective lending solutions. By providing clients the opportunity to gain liquidity and manage cash flow, lending options can help to complement clients' investment solutions.

General Information

Fontsize: Larger Fontsize Smaller Fontsize

• Contact
• Change Country
• Home USA