Switzerland External Asset Managers -
Expertise for You and Your Clients

External Asset Managers -
Expertise for You and Your Clients
Credit Suisse Top Stories

Welcome to Credit Suisse External Asset Managers.
We offer a comprehensive set of services to external asset managers around the world. Whether you are an independent financial advisor, multi-family office or asset manager, we support you in serving your clients and growing your business.

Partnership through dedicated coverage team

Our experienced Relationship Managers, dedicated investment experts, and specialists from across the bank provide you with competent service.

Tailor-made solutions

Our solutions cover your entire value chain as an entrepreneur and asset manager. You have access to the vast offering of a global bank to create value for your clients.

We support you in the development of your business at every stage by offering sophisticated technology platforms that assist you in increasing efficiency and reducing risk. Our products and services also help you in addressing regulatory requirements and changes, as well as in executing on your business plan.

EAM technology
  • Access to Credit Suisse’s integrated platform supporting all key EAM processes
  • Connectivity to 3rd-party portfolio and order management systems
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  • Access to dedicated EAM technology experts
  • eamXchange information platform for quick access to EAM toolkit, product and market information, formalities, upcoming events, and latest news
Corporate solutions
  • Corporate accounts, cash management, and lending solutions
  • Merger & acquisition advisory and financing
  • Offers for your employees, including pension products, employee share ownership service (ESOS), and banking packages
Investment vehicles
  • Private Label Fund solutions and one-stop shop for advice and service throughout the entire fund life cycle
  • Fund-related bridge financing
  • Access to the Credit Suisse Index Plus platform allowing creation and management of a custom index
Regulatory expertise
  • Broad range of support, including fact sheets, technology solutions, client reports, and expert-to-expert events
  • Digital solutions helping you to cope with existing and upcoming regulatory challenges (e.g. Investment Suitability Tool assessing suitability and appropriateness of your portfolio)

We give you access to the entire Credit Suisse product universe and offer comprehensive investment services. These include customized portfolio management advice, based on in-depth research, as well as first-class reporting.

Transaction services
  • Access to global markets and a broad range of asset classes and products
  • Multiple order entry channels, including state-of-the-art online solutions as well as email and phone
  • Direct access to trading floor (DAC)
  • Dedicated specialists to manage order flow
  • Brokerage solutions
Investment and portfolio services
  • Strategic advisory service throughout the investment process
  • Proactive investment ideas across asset classes selecting best-in-class solutions from an open platform
  • Overall portfolio quality review upon request
  • Regular market updates and research-based investment ideas
  • Access to Credit Suisse’s full range of global investment and portfolio construction capabilities
Mandate solutions
  • Access to industry-leading mandate solutions
  • Highly customized and bespoke solutions, including portfolio and investment advisory services
  • Standard and/or customized portfolio reporting
Specialty services
  • State-of-the-art investment solutions, including mutual fund, private equity, and hedge fund lead offering and advisory
  • Sophisticated investment analytics with customizable reports
  • Exclusive EAM events on investment topics

Your clients should also profit from our service offering. To this end, Credit Suisse’s complete range of products and services is at your disposal – which includes, among others:

Core banking solutions
  • Current, savings, and deposit accounts in all major currencies, as well as precious metal accounts
  • Safekeeping accounts for most asset classes and markets
  • Banking packages, including credit cards
  • Access to online and mobile banking
  • Pension products for 2nd and 3rd pillar
Sophisticated lending
  • Structured lending, including Lombard loans against diversified portfolios and portfolios with concentrated/illiquid positions
  • Comprehensive Swiss real estate lending/mortgage offering
  • Securities lending and borrowing
  • Special lending, such as aviation, yacht, and ship finance
Tax products and services
  • Country-specific tax reports (Switzerland, Germany, France, UK, Spain, Austria, Belgium, and Italy)
  • Reclaim of withholding tax or relief at source for selected countries