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Credit Suisse Invest Compact

Credit Suisse Invest Compact

Do you want a simple asset management mandate that comes with personal advice and a reasonable price tag? If so, Credit Suisse Invest Compact is perfect for you. It includes annual strategy meetings where you can discuss your portfolio and review your investment mandate with your client advisor.

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Grow capital

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Build wealth

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Maximize yield

Credit Suisse Invest Compact. Our Service

Credit Suisse Invest Compact is a big investment solution in a small package. It’s simple, cost-effective and includes personal advice.

  • Support and interaction

  • Monitoring and reporting

  • Ideas and services

  • Online services & trading

  • Pricing and transparency

Schedule a Consultation

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. 

Get Clarity. Simply Invest

Get Clarity. Simply Invest

Transparency is crucial for a good business relationship – and for our investment products. That’s why your client advisor will advise you as clearly as possible. And it’s why we make our product documents as understandable as we can. We don’t just want you to invest your money easily; we want you to understand how it’s working for you, too.


Find out about the risks

Opportunities go hand in hand with risks. It's important to us that you assess these risks correctly. Find out more now.

3 Steps to Your Investment

Together with our experienced financing experts, you find precisely the right investment solution for your needs.

01

Select a suitable product

Take a moment to consider what you expect from an investment. Then, based on your responses, select an investment type that might work for you.

02

Contact us

Schedule a consultation online or call us at 0848 844 007*. Our advisors will contact you as soon as possible.

03

Find professional investment strategies

Sit down with one of our advisors to determine what you demand from your investments and what strategy will be the most profitable for you.

Our Credit Suisse Invest Packages

No matter whether you wish to exploit market opportunities daily supported by experts or review your investment strategy annually with your personal advisor: Our CS Invest solutions are oriented to your needs, your investment objectives, and your asset situation. You can rely on the know-how of our financial experts in choosing the right solution.

Credit Suisse Invest Compact

  • Personal advisor
  • Monthly update on markets and the economy
  • Annual strategy review
  • Simple, transparent pricing

Factsheet (PDF)

Tariff sheets (PDF)

Credit Suisse Invest Partner

  • Personal advisor
  • Regular alerts about current investment opportunities
  • Attractive transaction fees
  • Portfolio quality reports four times a year

Credit Suisse Invest Expert

  • Personal investment consultant in addition to personal advisor
  • Custom strategy and implementation
  • Proactive communications about current investment opportunities and potential risks
  • Attractive transaction fees
  • Monthly portfolio quality report

The Choice Is Yours

Credit Suisse Invest Solutions

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, we recommend a different investment solution: Credit Suisse Invest Mandate.