Australia For Individuals & Families

For Individuals & Families

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Secure, grow and enjoy your wealth to the fullest

We aim to build a long-term private banking relationship with you our clients, through the natural stages of building, managing and transferring wealth – from both a personal and a business perspective. As your goals change over time, so do the solutions we create for you.

What we offer

We serve the needs of wealthy families and individuals as well as entrepreneurs and business owners. We also offer tailored services for external asset managers. As a leading private bank and wealth manager with strong investment banking capabilities, we create results and protect value for our clients, their businesses and families. Take a look at some of the key reasons why clients choose Credit Suisse:

  • Access to leading global and local experts in the financial markets, so that you can shape your future.
  • Comprehensive wealth management and investment banking solutions, tailor-made for your unique requirements.
  • The brightest minds in the investment industry, who are dedicated to one single purpose: to building robust, balanced multi-asset class investment portfolios for you.
  • Responsive excellence in execution.
  • A global range of diverse products.
  • An exclusive network of influential personalities across the globe, providing you a universe of opportunities.
  • Manage your wealth

    Manage your wealth

    Since 1856, we have been serving the most select individual and family clients to preserve and grow their wealth, setting new standards of service and advice along the way.

  • Grow your business

    Grow your business

    If your financial life is likely to encompass both your personal and company’s needs, we offer a compelling departure point: our holistic and integrated banking solutions, tailored to your specific situation.

  • Take care of your family

    Take care of your family

    We are there to help you nurture your wealth for you and your family – now and for tomorrow. So that when you pass your wealth on, you can do so safely and sustainably.

  • Secure your legacy

    Create a lasting impact

    We help you make sure that your legacy endures. We work with you through the complexities of succession planning and on your philanthropy efforts.

  • Secure your legacy

    Invest for residency

    We offer complying investment portfolios which meet the requirements stipulated by AUSTRADE and the Australian Government Department of Immigration and Citizenship.

Among the most renowned private banks in the world

At Credit Suisse, we have been building private banking partnerships for 50 years in Australia and more than 160 years globally. By drawing on our strong foundation and global presence of our integrated bank, we aim to offer you our clients a comprehensive suite of financial solutions, products and advisory services.

Active in over 50 countries, with a significant presence in the Asia Pacific region, we constantly strive to put your needs above all else. Whether it is asset diversification, holistic wealth planning with life insurance, next generation training, succession planning, trust and estate advisory, or even philanthropy, we have the experience and resources to help you, your family and your business at each step of your journey.

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.