Switzerland Family Offices and Ultra High Net Worth Individuals

Family Offices and Ultra High Net Worth Individuals Credit Suisse Top Stories

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When it comes to investments and wealth management, you know that your requirements are particularly high. Your needs as a wealthy individual go far beyond standard products and solutions. 

Your personal relationship manager is your first point of contact providing access to the resources of the whole of Credit Suisse. Whether you require complex wealth management and investment advice, or expertise in the areas of corporate finance and investment banking, we have the capabilities and reach to provide you with optimum support. Together we will develop the customized solutions to suit your requirements.

Learn more about our services and offerings (PDF)

Why Choose Credit Suisse

Are you looking for reliable, sound advice to help you manage your wealth? Would you prefer a partner who truly understands your needs and those of your family, and who you can count on over the long term? Do you appreciate having a personal point of contact for all your wealth management requirements?

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Global Services

Take advantage of precisely those global services that suit you. Your relationship manager can connect you with our experts in a wide range of global services including global custody solutions, prime brokerage services, global research, mergers and acquisitions and divestiture advice, escrow services, and employee share ownership services.
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  • Investment Solutions

    We offer an array of sophisticated investment solutions. From tailor-made discretionary mandates and exclusive investment opportunities to investment consulting, direct access clients, and alternative investments, your relationship manager can help you find just the right instrument.

  • Wealth Consulting

    Your relationship manager works closely with you and our experienced wealth consultants to deliver comprehensive financial advice. Our services include succession planning, relocation services, private label funds and trust services.

  • Lending Solutions

    We provide a full range of customized lending services including structured lending, real estate lending, and aviation and ship finance. Your relationship manager can help you structure a tailored loan in line with your needs and objectives.

  • Philanthropy and Sustainable Investment

    We can help you integrate personal values as well as social and environmental objectives into the management of your wealth. Whether you want to engage in philanthropy, or combine financial as well as social and environmental aspects in your investments, we offer a broad range of tailored and innovative solutions to help you find the best strategy to meet your personal goals.

Our Advice For You

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In today’s world, sound advice is a key element in successfully managing your wealth. At Credit Suisse, your relationship manager is your single point of contact providing access to our vast wealth management capabilities, as well as to our corporate finance and investment banking expertise. Find out more about how you may benefit from our experience in a personal consultation. Just call us.

+41 (0)44 333 48 03

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