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General Information

Understanding Your Needs

Our structured advisory process identifies the right investment strategy for your needs, objectives and risk profile. It delivers objective, clear and consistent guidance and recommendations.

Investment choices for your wealth goals

Private Banking offers a wide variety of solutions. Your dedicated Relationship Manager works with you through the structured advisory process to produce long-term strategy and investment choices for your wealth goals and objectives.

Advisory Process

Advisory Process

A Constant Cycle

We discuss the five steps with you regularly so that your strategy continues to be relevant to your needs and ambitions. Market changes, new opportunities and life events can all affect financial planning. By performing regular reviews, we can help you to make any adjustments necessary to maintain your progress towards your future goals.

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Contact Us

To arrange a meeting or find out more, please contact us:
 

Joseph Azoulay

+61 3 9280 1792

joseph.azoulay@credit-suisse.com

Fraser Herd

+61 2 8205 4996

fraser.herd@credit-suisse.com

Sew Lee

+61 2 8205 4275

sew.lee@credit-suisse.com

Michael Marr

+61 2 8205 4942

michael.marr@credit-suisse.com

 

Alternatively, you can use our special form to request that we contact you.
 

 

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