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Personalized Investment Advice

You decide how much input you want for your investments and what decisions you prefer making yourself. We’ll provide an advisory package specifically tailored to your needs. Put the global expertise of our investment consultants and experts to work for you.

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Your Benefits at a Glance

Expert knowledge combined with competent, personalized advice – that’s what we believe are the key elements of successful investing.

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Personal advice

A personal advisor will guide and assist you with whichever solution you end up choosing. Depending on the investment solution, you will also be advised by an investment consultant.

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Portfolio monitoring

You decide how often you want reports on the quality of your portfolio. All our solutions include an annual account statement with performance calculations.
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Independent investment proposals

We only recommend investments that meet our strict standards regardless of whether they are our products or are from other providers.

Our Investment Solutions

Explore our different investment solutions and find the one that’s right for you. We provide different investment solutions: from professional wealth management to a toolkit for financial experts all the way to a compact package for basic needs.

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Credit Suisse Invest

Compact

Your personal advisor will assist you with all your investment needs. Once a year, you will discuss your portfolio with your advisor in order to align the investment strategy with your needs.

Support

Personal advisor

Account statement

Twice a year

Recommended minimum investment

CHF 100,000

Invest Compact
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Credit Suisse Invest

Partner

Your client advisor will actively counsel you on market opportunities. An extensive report and regular portfolio quality analyses help you identify risks in your portfolio and respond appropriately early on.

Support

Personal advisor

Account statement

Four times a year

Recommended minimum investment

CHF 400,000

Invest Partner
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Credit Suisse Invest

Expert

High-touch service: In addition to your client advisor, you also have access to a personal investment consultant. Your consultant will contact you proactively – daily, in some cases – so you can seize market opportunities and receive early warnings about risks.

Support

Personal advisor and additional investment consultant

Account statement

Up to once a day

Recommended minimum investment

CHF 1,000,000

Invest Expert

The Choice Is Yours

With our Credit Suisse Invest Compact, Partner and Expert solutions, you get as much investment advice as you need. If you prefer to define the investment strategy but leave the actual investment decisions to the professionals, then we recommend our professional wealth management solutions.

Invest with advice

  • Personalized investment advice with Credit Suisse Invest Compact, Partner and Expert
  • Tailored to your needs, investment objectives and asset situation

Professional wealth management solutions

  • You define your individual investment strategy, with our support, in line with your investment objectives
  • Seasoned investment professionals actively manage your assets for you
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Schedule a Consultation

We look forward to advising you one-on-one. For questions and appointments, you can reach us during normal business hours at this number:

* For security reasons and training purposes, telephone calls may be recorded. Standard connection rates apply (Swisscom). Mobile phone and foreign rates as well as the charges of other providers may vary. 

Successful Investing, One Step at a Time

The only way to manage your assets prudently and deliberately is by sitting down with you to assess your overall life situation. We’ll take the time to get to know you and your needs in detail. With our structured advisory process, we can guide you to your personal investment goal, one step at a time.

Step 1: Needs analysis

Your needs and goals come first

Step 2: Financial concept

From analysis to concept

Step 3: Client profile

We define your client profile

Step 4: Strategy

The foundation for your investment solution

Step 1: Needs analysis

Your needs and goals come first

Your personal client advisor will work with you to systematically catalog your needs and personal situation.

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Step 2: Financial concept

From analysis to concept

Starting with the needs analysis, we will draw up an overview of your personal assets together with you. This is your financial concept.

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Step 3: Client profile

We define your client profile

We will discuss your personal willingness to take on risks and your financial ability to bear them as part of a risk analysis. Our findings will go into your client profile.

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Step 4: Strategy

The foundation for your investment solution

We will identify potential financial strategies that are consistent with your investment goals and risk profile. We will help you make the right choice and structure it properly.

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Reach Your Investment Goals

Our services are geared to your needs. Choose the service that you want for your investments. Let us handle the details.

Independent Investing

Independent investing

We give you the choice of a broad range of securities, all selected using objective criteria. Select the investment that meets your needs.

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Professional wealth management

Let a  professional manage your assets. Our investment consultants will execute your investment strategy and constantly monitor your portfolio.