Australia For Foundations & Endowments

For Foundations & Endowments

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Enriching communities together

Foundations and Endowments enrich every aspect of our community. From education and social services, from sport to the arts, they make Australian communities better places to live. Credit Suisse’s dedicated Wealth Management and Philanthropic Services team offers advice and investment services tailored to the individual requirements of foundations and endowments, managing in excess of $17b in funds under management in Australia.

Credit Suisse is one of the largest managers of Charitable Foundations and Endowment wealth in the world with specialist philanthropic business units in Zurich, London, New York, Hong Kong, Singapore, Sydney and Melbourne. The specialisation has enabled our organisation to develop and globally share expertise in regards to governance and investment policy, investment strategy, portfolio management, tax efficiency and reporting needs specific to the sector.

A dedicated team to support you and your mission

Today, our dedicated team partners with clients that operate in the not-for-profit sector including foundations, education institutions, charities, membership organisations and hospitals. The longevity of these relationships demonstrates our commitment to the sector.

The team is complemented by the services of our Chief Investment Officer and supported by Investment Analysts and other expertise as required. The addition of these resources to the team enhances the services that can be provided to Foundation and Endowment organisations.

We are dedicated to assisting our clients meet their fiduciary obligation to prudently manage their assets as well as provide strategic advice and guidance to help them meet their strategic goals and achieve their mission.

Please note that certain products and services described on this site may not be available in your jurisdiction. The laws and licensing requirements of each country, state, or territory may differ and not all products and services are available in all locations. Our ability to provide certain products and services depends on such laws and the licenses we possess, as well as our determination of a number of other factors, including our clients’ qualifications or other eligibility criteria. Should you have any questions regarding a specific product or service offering, please reach out to your Credit Suisse representative.