Strategic asset allocation
Reviewed annually
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).
Systematic Investment Process
We follow an integrated, systematic process to ensure your wealth grows successfully. You can trust our expertise and experience.
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.
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.
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.
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.
Wealth Management Funds
- Long-term wealth creation
- Direct access to trading venues
- Accommodation of your requests
Credit Suisse Invest
- You dictate the long-term investment strategy
- Professional wealth management
- Regular portfolio management and monitoring