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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.
You do not want to be continually engaging with investment decisions. With our Credit Suisse Invest Mandate services, you don’t have to.
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.
Credit Suisse has been a pioneer in the area of sustainable and impact investing for more than 17 years. We design solutions that aim to generate market rate or higher returns by adding ESG factors to allow for better-informed investment decisions, while also reflecting our clients’ personal values and taking into account long-term externalities of their portfolios for people and the planet. We also provide clients with strategic advice and portfolio ESG screening, as well as investment advice based on sustainability criteria.
Additional information
Our mandate offering is a specific and bespoken agreement between the client and the bank which comes with a high level of investor discretion. The key metrics depend on various aspects such as e.g. client preferences, risk profiles and the chosen strategy.
If you are interested in a Sustainable Mandate or Client Focus Mandate, we would be delighted to tell you more. Please reach out to your relationship manager to get more information.
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.
You can grow your wealth over the long term with our Credit Suisse Invest Mandate. Put your trust in solid assets and an optimized investment process.
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.
