Australia Wealth Management For Individuals & Families

Wealth Management For Individuals & Families

Secure, grow and enjoy your wealth to the fullest

We aim to build a long-term wealth management 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
  • Grow your business
  • Take care of your family
  • Secure your legacy
  • Secure your legacy

Among the most renowned private banks in the world

At Credit Suisse, we have been building wealth management 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.