Family Offices & Ultra High Net Worth Individuals 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.
Tailor-Made Discretionary Mandates
Tailor-made discretionary mandates for sophisticated clients.
You value customized asset management. You want to be sure that your assets are being looked after on a daily basis, but you don’t have the time to manage your portfolio yourself.
With our tailor-made discretionary mandates, you set the goals for your assets with your personal relationship manager and a portfolio manager and we do the rest. Your relationship manager will see to it that your strategy is implemented strictly according to your requirements, and will report back to you regularly on progress. Our professionals then actively manage your assets, giving you the benefits of a proven, structured investment process as well as the full expertise and capabilities of Credit Suisse.
Our tailor-made discretionary mandates are managed according to the highest ethical standards and offer attractive performance and solid risk management. They are also very flexible. As markets change or your needs evolve, you will be contacted by your relationship manager; you can easily request modifications and can be sure that they will be implemented quickly and professionally.
Exclusive Investment Opportunities
Private investments for sophisticated clients.
As a sophisticated investor you are looking for innovative and creative investment solutions that go beyond what is available via the traditional advisory model.
At Credit Suisse, our specialized teams have access to a particularly wide range of investments, allowing us to create investment opportunities that are tailored specifically to your needs. You will benefit from close proximity to the markets through a proactive and ongoing "institutional type" dialogue, providing continuous, timely market intelligence and insight. You will also benefit from direct access to investment opportunities across all sectors, geographies and asset classes.
Our coherent and focused approach to delivering exclusive investment opportunities encompasses three distinct but related services.
- Sourcing: We source opportunities from the worlds of investment banking, asset management, and private banking. Products include everything from equity private placements and M&A through to structured corporate loans, real estate, and alternative investments, to name only a few.
- Selection and Suitability: We provide you with a private investment committee to help you select from the available investment opportunities and assess their suitability in terms of your particular needs and situation.
- Distribution: We arrange for the desired exclusive investment opportunities to be made available to you as a private investor.
Customized solutions for active investors.
Are you an active investor with your own investment philosophy? Are you looking for professional, experienced support to help you make your investment decisions?
Our Investment Consulting service offers you access to the research, advice and specialist expertise of Credit Suisse’s globally renowned investment banking, giving you a solid foundation for your investment decisions.
In addition to your relationship manager, you will work with a personal investment consultant who will help you structure your investment process and act as your gateway to Credit Suisse's global network of proprietary research, products, and services. This gives you a single source for information and potential solutions in all asset classes as well as access to markets around the globe.
Direct Access Clients
Privileged contact with our market specialists.
As a trading-oriented client, you will have direct access to market specialists on the trading floor covering a wide variety of asset classes. These include traditional assets such as equities, fixed income, foreign exchange, and precious metals. Additionally you will benefit from access to a wide range of listed and OTC derivatives as well as structured products and commodities.
With a proven track record and broad industry experience, your Direct Access Client (DAC) advisors will be your primary, independent trading partners. You will be offered an extensive range of services including market insights and event notifications. Furthermore we will provide innovative trading ideas based on research and flows while proactively monitoring your positions and advising you on trading strategies.
When it comes to alternative investments, sophisticated investors expect a broad, diverse, and well-established offering.
Credit Suisse is a leading provider of alternative investment solutions, offering clients innovative products managed by senior Credit Suisse investment professionals as well as in partnership with top-tier alternative investment managers.
We offer you the experience and expertise of over 900 alternative investment professionals, as well as access to highly focused managers with local investment presence in more than a dozen countries and across multiple asset classes. With Credit Suisse you benefit from a wide variety of solutions in private equity, real estate, hedge funds, loans, and quantitative and index strategies.