Equities Ultra High Net Worth Individual Mandates
If you require a customized investment mandate, crafted to cater to your unique needs, we can deliver. Credit Suisse Asset Management offers an array of sophisticated investment solutions for our ultra high net worth clients.
With our tailored discretionary mandates, you set your investment objectives and portfolio requirements, and your individual client portfolio manager will do the rest. Working with you, they ensure that your customized portfolio meets your needs regarding risk tolerance and tax obligations.
As a prestige client, you have the flexibility to build your own tailored portfolio using all our available funds. This provides you with access to investment opportunities across geographical boundaries and asset classes.
We can, for example, create portfolios that are UK-resident-, nondomicile- and Sharia- compliant.
You benefit from a proactive and ongoing institutional-type dialogue with your portfolio manager, who will provide continuous, timely market intelligence and insight.