General Information

Advisory Services 



Fully-customizable by region, strategy, sector



Investment Size


Investment Approach

Advisory services offers discrete solutions tailored for both institutional and ultra high net worth clients who are actively engaged in their hedged investments. The platform offers a full range of investment services from ongoing hedge fund selection and allocation to a client-specified level of access and monitoring on an individual portfolio basis. Credit Suisse’s bespoke, tailor-made solutions are crafted from a comprehensive suite of discretionary fund of hedge funds strategies and style/sector-specific strategies. The advisory services platform offered through Credit Suisse’s Private Banking division affords clients the ability to participate in constructing their own one-of-a-kind portfolios. 

Advisory services consists of five main service areas. Clients may elect from any one area, a combination of them, or all five:

  • Fund Research & Reporting
  • Operational Due Diligence
  • Risk Management
  • Portfolio Advisory & Construction
  • Transaction Services

Secondary Content