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General Information

Portfolio Management

Our Portfolio Management services combine local expertise with our access to global research, global products and global expertise to deliver quality wealth management solutions.

Our Advisory Process ensures we take the time to understand your position, requirements and risk profile to develop solutions that meet your needs.

Portfolio Management

Key features

  • Access to multiple asset classes domestically and internationally (cash, fixed income, equities, hedge funds, private equity, foreign exchange, real estate and commodities)
  • Capability to tailor products based on your individual views
  • Clients have direct ownership of assets and their own tax position
  • Open architecture allowing access to the best solution providers in the market
  • Extensive position, performance and taxation reporting

Secondary Content

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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