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Credit Suisse Invest Mandate

Credit Suisse Invest Mandate

A Credit Suisse Invest Mandate provides all the services you expect from professional wealth management. You select the investment strategy – our experts will handle the rest, including constant monitoring of your portfolio. That frees up time that you can spend on other important things in your life.

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Ongoing support and monitoring

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Long-term investment strategy

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Good value

Credit Suisse Invest Mandate. Our Service

You do not want to be continually engaging with investment decisions. With our Credit Suisse Invest Mandate services, you don’t have to.

  • Support and interaction

  • Monitoring and reporting

  • Ideas and services

  • Online services and safekeeping account

  • Pricing and transparency

Hand over Responsibility. Gain Freedom

Hand over Responsibility. Gain Freedom

Leave the difficult decisions to us and relax knowing our experts will analyze the financial markets for you, respond to investment opportunities and professionally manage your assets. Around the clock. Our independent risk managers will keep your portfolio aligned with your investment strategy. 

Learn about the Risks

Our investment experts will seize market opportunities on your behalf. That makes it important for you to fully understand the risks. We’ll explain them to you.

3 Steps to Your Investment

You can grow your wealth over the long term with a Credit Suisse wealth management fund. Put your trust in solid assets and an optimized investment process.

01

Select a suitable product

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

02

Contact us

Schedule a consultation online or call us at +41 844 844 001. Our advisors will contact you as soon as possible.

03

Find a professional investment strategy

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.

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Our Invest Packages. Your Choice

You may want to trade daily with input from experts. Or you may want our specialists to manage your portfolio. Either way, we have investment solutions to suit your personal needs, goals and asset situation. Pick the investment solution that’s right for you. You can trust our financial experts’ experience and knowledge.

Credit Suisse Invest Mandate

  • Strategy perfectly tailored to your investment goals
  • Ongoing portfolio management and optimization
  • Good value 
  • Transparent activity and performance reports

 

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 Compact

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