Family Offices & Ultra High Net Worth Individuals 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.
Global Custody Solutions
Safekeeping and administration for all your assets globally.
Do you have assets in varied locations around the world and are you looking for a global custodian to handle safekeeping and administration? Do you want the convenience of a single provider of custodial services in all the jurisdictions where you hold your assets?
Credit Suisse has been providing global custody services since 1993. As a wealthy individual or family office, you can take advantage of the experience and expertise of our Corporate and Institutional Clients teams for the safekeeping and administration of all manner of assets. These include bankable items such as securities, financial instruments, cash and cash equivalents, as well as non-bankable items such as direct real estate investments, mortgages, third-party derivatives, and even physical objects such as art or yachts.
Having a single global custodian for all your assets relieves you of complex and time-consuming consolidation efforts, and reduces your administrative tasks to a minimum. You also benefit from a comprehensive, fully transparent overview of the performance of your assets at all times, which can be of great assistance in making well-founded asset management decisions.
Since our custody services are modular, it is easy to choose a customized, end-to-end solution that exactly fits your requirements. We also offer a wide range of additional options which complement our basic, traditional custody services.
Prime Brokerage Services
First-class services for institutional trading clients.
If you have institutional-type asset management needs and are looking for prime brokerage services, we offer you a full range of solutions. As specialists for private banking clients, our experienced team will support you not only with products but also operationally.
We help you finance and optimize your portfolio and give you access to custom solutions from Credit Suisse. In addition to trading in equities and fixed income instruments, these include foreign exchange products, commodities, equity and interest rate swaps, exchange-traded funds (ETFs), futures execution, and clearing.
Top-level market research.
As an experienced investor you know that reliable, timely market information and forecasts are crucial to making the right investment decisions. Considering the complexities of today’s markets, you also appreciate the value of expert opinion and insight to help you shape your view of the world.
At Credit Suisse, you can take advantage of one of the world’s best, most comprehensive global research organizations – an organization deeply committed to providing you with exceptional and truly global research coverage.
Talented and experienced strategists, economists, and analysts offer insightful top-down macro forecasting and analysis, while product and sector teams provide proprietary bottom-up insights across asset classes. Both groups work in tandem to give you a global view combined with unique, specific investment recommendations.
Our global research offering is broad and deep. It includes the Credit Suisse Research Institute which provides analysis of fundamental global economic trends, making use not only of Credit Suisse’s own worldwide network of analysts, but also the insights of some of the most experienced and renowned outside experts. For private clients, our Private Banking Research arm provides a wide range of global, independent research such as macro, equity, bond, and foreign exchange analysis as well as research on the Swiss economy. We also have a full Investment Bank Research offering.
Mergers and Acquisitions and Divestitures Advice
World-class M&A advice.
Are you planning a merger or an acquisition? Obtain advice from one of the industry’s leading investment banks. Credit Suisse is the partner you can trust in all matters relating to mergers and acquisitions.
As a wealthy individual or family office, you can benefit from access to one of the world’s top mergers and acquisitions (M&A) groups, part of the globally renowned Credit Suisse Investment Bank. Whether a large corporate merger or a small divestiture, the Credit Suisse team offers innovative approaches, an extensive network, many years of experience, and broad capabilities to clients around the world.
Our M&A teams are located in the Americas, Europe, and Asia-Pacific, and are particularly adroit in cross-border transactions. Our services include acquisitions, corporate sales, divestitures, joint ventures, leveraged buyouts, mergers, privatizations, recapitalizations, shareholder activism, spin-offs/split-offs, takeover defense, and tax-advantaged structures.
We are familiar with all major industries. Whether chemicals or waste management, finance or transportation – or almost any other sector – our experts are available with the best possible advice to ensure a successful outcome for your transaction.
Successfully close your transactions.
Are you planning to buy or sell a company? Do you want to sell real estate or artworks, or are you contemplating some other complex financial transaction?
Our escrow services offer a reliable means to ensure your transactions close properly. An escrow arrangement guarantees that all parties fulfill their contractual obligations and helps mitigate potential disputes. As an escrow agent that functions as a trustee, we ensure that all of your transactions are processed properly – for example by making sure that the sum of the liability is available as part of the purchase price if you assert warranty claims as a buyer.
We will work with you on drafting and structuring a customized escrow agreement and advise you on such important considerations as how to invest the escrow amount and the ideal release conditions. By opening an escrow account at Credit Suisse, you also benefit from the services of our impartial escrow agent. This agent is bound by the terms and conditions of the escrow agreement and monitors compliance with all regulations for the entire escrow period.
Employee Share Ownership Service (ESOS)
Turn your employees into partners.
Qualified employees are crucial to the success of a company. It is therefore in your interest as an entrepreneur to retain valuable employees over the long term.
One way to do so is by making them partners, thus giving them a stake in the future success of your organization. Employee participation increases the degree to which your employees identify with your company, contributing to job satisfaction among your core workforce and helping attract new talent.
As a wealthy individual or family office you can take advantage of the many years of experience of our Corporate and Institutional Clients teams in providing employee share ownership services. We can design a solution tailored exactly to your organization’s needs, advise you from planning through to implementation, and provide our expertise and experience to you after the plan has been introduced.
Our range of services includes a wide variety of flexible administrative solutions for employee participation, all of which are fully integrated into Credit Suisse's banking systems. We offer online access via Credit Suisse Online Banking – both for the company and for plan participants. And of course we can manage your existing Employee Share Ownership Plans as well.