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 Invest Partner

Credit Suisse Invest Partner

As a demanding investor, you can use the proactive investment advisory services that Credit Suisse Invest Partner provides. We will monitor your portfolio on a regular basis so you can spot risks early and profitably act on opportunities. Your personal advisor will help you with all your investment needs at any time.

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Personal investment advisory service

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Information about possible risks

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Tips on current investment opportunities

Credit Suisse Invest Partner. Our Service

You want an investment solution where a personal client advisor helps you with all your investment needs. We have just what you’ve been looking for.

  • Support and interaction

  • Monitoring and reporting

  • Performance reporting

  • Ideas and services

  • Online services & trading

  • Pricing and transparency

Beratung

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. 

Invest Partner

Identify opportunities. Adjust strategy

You want to respond to market opportunities quickly and immediately, and dynamically adapt your investment strategies on the fly. We’ll provide you with a personal investment advisor to assist with all your investment needs. At the same time, you’ll benefit from our broad product range and extensive expertise.

Find out about the risks

No opportunity comes without risk. We want you to be realistic about your risks. Learn more about them today.

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 investment strategies 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 Partner

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

Factsheet (PDF)

Tariff sheets (PDF)

Credit Suisse Invest Compact

  • Personal advisor
  • Monthly update on market and economic news
  • Annual strategy review
  • Simple, transparent pricing
     

Credit Suisse Invest Expert

  • Personal investment consultant in addition to personal advisor
  • Customized strategy, execution and services
  • 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.