Wealth Management Funds

Invest your wealth in solid assets with a Credit Suisse wealth management fund. You’ll benefit from our professional investment process, risk management and multi-tier diversification.

Continuous monitoring of the portfolio

Ongoing optimization of portfolio quality

Good value

Our Formula. Your Benefits

Manage investment risk

Broad diversification across regions, asset classes and investing styles is absolutely essential and helps minimize risk. Our wealth management funds are also good choices for small-scale investments.

Seize opportunities

Our investment committee regularly evaluates the economic situation and determines the investment strategy for our fund solutions. Asset weightings vary depending on current market conditions.

Lean cost structure

You’ll reap the rewards of a lean cost structure at your wealth management fund. Wherever possible, we use cost-effective products such as direct investments and exchange traded funds (ETFs).

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Strategic asset allocation

Reviewed annually

Tactical asset allocation

Reviewed at least biweekly

Portfolio design

Constant reviewing

Monitoring and reporting

Constant reviewing

Strategic asset allocation

Reviewed annually

We have the right combination of asset classes to help you reach your goals and always configure the portfolio to match your risk profile.

Tactical asset allocation

Reviewed at least biweekly

Our investment committee defines the global investment strategy at regular intervals. Our fund managers then make all the operational decisions for the wealth management funds.

Portfolio design

Constant reviewing

We select a style, instruments and securities, position the fund on the yield curve and decide on active or passive management. We take care of hedging, too.

Monitoring and reporting

Constant reviewing

We monitor risk, absolute return, relative return, performance attribution, timing and selection, comply with the investment instructions and manage the risk budget.

Our Principles

Tailored to your profile: We’ll find the right investment products for you. A wealth management fund offers a host of benefits for you. Its systematic approach can grow your wealth significantly over the long term.

Professionalism

Credit Suisse fund managers are highly knowledgeable professionals. They make tactical investment decisions, select investment instruments and regularly monitor the portfolios.

Diversification/time savings

Wealth management funds are broadly diversified, actively managed solutions. They are regularly reviewed by our specialists and revised as market conditions change.

Performance and risk management

You want high performance with minimal risk. Our wealth management funds are geared for long-term performance with active rebalancing. The investment profiles stay within the defined investment ranges.

Transparency

Find out exactly how we invest your money. We regularly bring out publications to keep our investment policies transparent and understandable. Quarterly reports and fact sheets show where your money is invested.

Costs

To keep our wealth management fund operations as lean as possible, we use cost-effective products, such as index funds or exchange traded funds (ETFs), wherever reasonable.

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.

Contact us

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

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.

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Discover Our Fund Products

Sign up for professional wealth management, packaged as a fund. Wealth management funds pool all of Credit Suisse’s investment expertise and reflect its investment views. You’ll be investing in an actively managed, globally diversified solution.

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Stay Informed

Discover our valuable investment tips, read background reports on specific investment themes as well as expert articles on investment trends and opportunities.

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Six simple conclusions for investors.

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Its causes and consequences.

Our Products at a Glance

You may want to trade daily. Or maybe you want our specialists to manage your portfolio for you. 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.