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Wealth Management Funds

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.

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Continuous monitoring of the portfolio

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Ongoing optimization of portfolio quality

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Good value

Our Formula. Your Benefits

Our Formula. Your Benefits
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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.

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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.

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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.

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.

Strategic asset allocation

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.

Tactical asset allocation

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.

Portfolio design

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.

Monitoring and reporting

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.

01

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.

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 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.

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