Investment Solutions Credit Suisse Invest Expert – for Sophisticated Investors

Credit Suisse Invest Expert – for Sophisticated Investors

With the Credit Suisse Invest Expert investment solution, you actively seize market opportunities. You regularly optimize your portfolio together with your personal investment expert.

Invest Solution Expert

Investing at the Highest Level

Do you want to actively seize market opportunities and talk to investment experts as equals? Then the Credit Suisse Invest Expert investment solution is made for you.

As a sophisticated investor, you will receive the highest level of service and an investment solution tailored to your preferences. Your client advisor is the central contact person for all your financial needs.

Direct Contact to Experts

In addition, a personal investment consultant takes care of your investment needs. He or she will work with you to develop an investment strategy that is tailored to your needs. In order to implement it, he or she will contact you proactively, sometimes even daily, so that you may seize investment opportunities and become aware of any risks early on.

Your investment consultant offers in-depth advice on all asset classes. Along with his or her team in your region, your investment consultant is your reliable and direct link to global markets.

Thanks to comprehensive reports and current information on portfolio quality, you always have your portfolio under control. This allows you to keep your finger on the pulse of the markets and arrange for immediate portfolio adjustments or make them yourself.

Client Insights

Current investment ideas and strategic advice from a single source: Find out in our video what a client expects from their investment solution and how Credit Suisse Invest Expert lives up to this.

The Risks

No guarantees

Investment advisory services provide no guarantee of positive returns

Responsibility remains with the client

The client retains responsibility for investment decisions according to the advisory agreement

Risks of individual investment instruments

You will find information on the risks related to the individual investment instruments in the respective product documents

Service components of Credit Suisse Invest Expert

Support and Interaction
Personal advisor and personal investment consultant
Strategic review and outlook meeting [1 x per year]
Sophisticated advisory process for defining a customized investment strategy
Suitability test (e. g. evaluation of whether product is suitable for client’s risk tolerance)
Access to additional product experts
Financial planning at a preferential price

Monitoring and Reporting
Portfolio Monitoring
Portfolio review: Daily assessment of portfolio quality (available online)
Portfolio quality report (analysis of portfolio quality based on multiple factors) [12 x per year]
Portfolio quality alerts via text message, email, or letter [Ongoing]
Individualized price level alerts [Ongoing]
Performance Reporting
Standard Investment Report: Comprehensive information about all investments and their development [Up to daily]
Online overview of the performance of your investments (choice of different time horizons)
Impact simulation of historic market events on the investment portfolio performance
Tax statement included (flexible production date)

Ideas and Services
Investment Ideas, Trends, and Market Developments
Publications: “Investment Monthly ”, “Investment Weekly”, “Investment Daily”
Access to strategic and tactical investment ideas via investment consultant
Portfolio review with customized trading recommendations for portfolio optimization [Several times per year
(as requested by client)]
Chief Investment Officer video and audio webcast on market news and corresponding investment ideas
Regular telephone conferences
Event-based telephone conferences
Invitations to exclusive investment-related events
Online Offering & Trading
Comprehensive and secure online banking: Overview of all your assets
Portfolio monitoring via online banking
Efficient platform for fast and secure trading on more than 60 stock exchanges worldwide
Prompt implementation of client instructions and corporate actions (e. g. capital increase, stock split)

Pricing and Transparency
Simple and transparent pricing
Attractive transaction fees
Access to retrocession-free investment funds

We will work with you to find the perfect solution for you

Schedule a personal consultation
Or call us: 0848 844 007