Change location

You are about to change the origin location from where you are visiting Credit-suisse.com.

*The location of origin is defined in your browser settings and may not be identical with your citizenship and/or your domicile.

Engaging in your future.

Engaging in your future.

Together, we'll find the best path to reach your goals. So you can make the right financial decisions – no matter what stage of life you're in. That's what really matters.

Our Advisory Service



Inheritance consulting

Inheritance consulting

Need an advance directive, will, marriage or inheritance contract? Our inheritance consultants outline the legal framework conditions so you can organize your personal, family, and business situation.

Anchor: pension-amount

Loading

Consultation

Arrange a personal consultation

Visit our nearest branch, call us or use our online form. You can also open 2nd and 3rd pillar products online.
 

Termin Vereinbaren Sie ein Beratungsgespräch

What is a pension gap?

By accessing the videos and/or podcasts in this page, you hereby consent to Credit Suisse disclosing your full IP address to YouTube and/or SoundCloud for the purpose of enabling you to view or listen to the content hosted in those platforms. These third party platforms are not operated or monitored by Credit Suisse, and your IP address and any other personal data collected, processed or stored by these third party platforms will be subject to their own privacy policies, and Credit Suisse will not be responsible for their treatment of personal data.
Vorbereitung Stellen Sie sich die richtigen Fragen

Preparation

Ask the right questions

Different aspects of private financial planning will require you to ask different questions. But the most important one is this: What goals do you want to achieve? 
 

Personal consultation

Analyze your financial situation with us

Using state-​of-the-art financial tools, we can analyze your personal situation directly and show you custom solutions while guiding the decision-​making process. 

Vorbereitung Stellen Sie sich die richtigen Fragen
Planung und Umsetzung

Planning and execution

Optimize whatever you can

Our advisors have highly qualified experts at their side to offer you the very best solutions. As a result, you’ll get comprehensive future planning that identifies every opportunity to optimize your finances.

Anchor: offers

Three steps to your consultation

  

01

Select a topic

Educate yourself about the issues that matter for your financial plan. Write down your questions, goals, and expectations for the personal consultation.

02

Arrange a no-obligation initial consultation

Go to your branch, call us, or use our online form. Tell us which financial issues you are seeking advice for.

03

Start the financial consultation

We’ll arrange a one-on-one meeting with you. At this free initial consultation, we’ll analyze your questions and determine the next steps with you.