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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.

Ongoing support and monitoring

Long-term investment strategy

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. 

Sustainable discretionary solutions

Credit Suisse has taken an active role in sustainable and impact investing for more than 17 years. We design solutions that aim to generate market rate or higher returns by adding ESG (Environmental, Social and Governance) factors to allow for better-informed investment decisions. We also provide clients with strategic advice and portfolio ESG screening, as well as investment advice based on sustainability preference.

  • ESG integration solutions

  • Sustainability-related disclosures

Additional information

Our mandate offering is a specific 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 strategy mentioned above, we would be delighted to tell you more. Please reach out to your relationship manager to get more information.

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 our Credit Suisse Invest Mandate. Put your trust in solid assets and an optimized investment process.


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.


Contact us

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


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.

Anchor: offers

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