Wealth Management Wealth Management
A customized strategy for you
Your wealth management needs are at the center of everything we do. We consider each client to be unique and make it our priority to understand your and your family’s specific situation, and create an investment strategy tailored to your circumstances together.
Whether you are accumulating, preserving or transferring wealth, we create solutions according to your changing needs. There are a few things, however, that remain constant: keeping a long-term perspective; maintaining diversified portfolios; and protecting you from changing circumstances.
With you every step of the way
Our comprehensive structured advisory process ensures your Relationship Manager has a full understanding of your needs, expectations, goals and constraints right from the start. Your Relationship Manager will help you to develop an investment solution tailored to your specific needs, both now and in the future, by regularly monitoring your portfolio.
How we work with you
Your Relationship Manager will take you through our comprehensive structured advisory process to ensure there is a clear and complete understanding of your needs, expectations, goals, and constraints right from the beginning. Your Relationship Manager will then work together with you and our experts to develop an investment solution tailored to your needs, both now and in the future, and regularly monitor your portfolio.
Orchestrating an optimum performance
Our clients can select from our 360° and customise their choice of investment, liability, strategic or wealth planning solution to help grow their wealth and cater to their financial needs.
Credit Suisse Wealth Management Asia Pacific combines its global reach with a structured advisory process, offering distinct client segment specific value propositions, as well as access to a broad range of comprehensive and sophisticated solutions and services.