Investment Solutions Four Options – Find the Right Investment Solution for You

Four Options – Find the Right Investment Solution for You

From a comprehensive package to exchanging with experts as equals – find the investment solution tailored to your needs. We offer four different options to choose from.

Suitable Investment Solution

Four Solutions for Different Needs

Would you like to always have your assets under control and optimize your portfolio on a daily basis? Or would you prefer to define your investment strategy but leave the rest of the work to experts? People and their needs are unique. Accordingly, they have different requirements with regard to scope of advice on investment issues.

That's why Credit Suisse offers four different investment solutions at attractive prices, tailored to your needs, investment objectives and financial situation. Through your selection, you specify how often you receive advice and investment proposals and how often you are informed of the portfolio quality. In doing so, you can always rely on the expertise of our global financial experts.

A brief overview of Credit Suisse Invest

Credit Suisse Invest Mandate

Your Assets Are in the Hands of Investment Experts

You want to determine your investment strategy, but leave its implementation to seasoned experts? With the Mandate investment solution, you can benefit from professional asset management, Credit Suisse's many years of experience and its global network.

We offer you:

  • Strategy perfectly adjusted to investment objectives
  • Constant portfolio monitoring and optimization
  • Attractive value for money for full service
  • Transparent reporting on activities and performance
Find out more
Invest Solution Mandate
Credit Suisse Invest Expert

On Equal Footing with Financial Experts

Do you want to actively take care of your investments and at times even receive exclusive advice on a daily basis? With the Credit Suisse Invest Expert investment solution, you determine your investment strategy and its implementation together with your personal investment consultant.

We offer you:

  • A personal investment consultant in addition to a personal advisor
  • A tailor-made strategy, implementation, and services
  • Attractive transaction fees
  • A monthly portfolio quality report
Find out more
Invest Solution Expert
Credit Suisse Invest Partner

Seizing Opportunities and Identifying Risks

Do you want to actively seize investment opportunities while keeping an eye on risk? With Credit Suisse Invest Partner, you also receive detailed insight into investment opportunities and tips to protect the portfolio, but don't have access to a personal investment consultant.

We offer you:

  • A personal advisor
  • Regular tips on current investment opportunities
  • Attractive transaction fees
  • Portfolio quality reports four times a year
Find out more
Invest Solution Partner
Credit Suisse Invest Compact

The Compact Investment Solution

Are you looking for a simple and cost-effective investment service? With Credit Suisse Invest Compact, you can cover your basic investment needs. You forgo additional service but can still count on our expertise.

We offer you:

  • A personal advisor
  • A monthly update on economic and market developments
  • An annual strategic review and outlook meeting
  • Simple and transparent pricing
Find out more
Invest Solution Compact

Our Investment Solutions Compared


Credit Suisse Invest Mandate
Credit Suisse Invest Mandate
Support & interaction

Personal advisor


Yearly strategic review and outlook meeting
Financial planning advice at discounted price
Access to additional product experts
Portfolio manager
Investment consultant
Monitoring & reporting
Continuous portfolio optimization
Portfolio quality alerts
Portfolio quality reports
Yearly tax statement
Investment report four times per year
Ideas & services
Research publications
Chief Investment Officer video and audiocasts on market developments
Invitations to exclusive investment-related events
Regular strategic and tactical investment ideas
Pricing & transparency
Simple and transparent pricing
Access to retrocession-free investment funds
Attractive transaction fees

Credit Suisse Invest Expert
Credit Suisse Invest Expert
Support & interaction

Personal advisor


Yearly strategic review and outlook meeting
Financial planning advice at discounted price
Access to additional product experts
Portfolio manager
Investment consultant
Monitoring & reporting
Continuous portfolio optimization
Portfolio quality alerts
Portfolio quality reports twelve times per year
Yearly tax statement
Investment report up to daily
Ideas & services
Research publication
Chief Investment Officer video and audiocast on market developments
Invitations to exclusive investment-related events
Regular strategic and tactical investment ideas from your investment consultant
Pricing & transparency
Simple and transparent pricing
Access to retrocession-free investment funds
Attractive transaction fees

Credit Suisse Invest Partner
Credit Suisse Invest Partner
Support & interaction

Personal advisor


Yearly strategic review and outlook meeting
Financial planning advice at discounted price
Access to additional product experts
Portfolio manager
Investment consultant
Monitoring & reporting
Continuous portfolio optimization
Portfolio quality alerts
Portfolio quality reports four times per year
Yearly tax statement
Investment report four times per year
Ideas & services
Research publication
Chief Investment Officer video and audiocast on market developments
Invitations to exclusive investment-related events
Regular strategic and tactical investment ideas from your relationship manager
Pricing & transparency
Simple and transparent pricing
Access to retrocession-free investment funds
Attractive transaction fees

Credit Suisse Invest Compact
Credit Suisse Invest Compact
Support & interaction

Personal advisor


Yearly strategic review and outlook meeting
Financial planning advice at discounted price
Access to additional product experts
Portfolio manager
Investment consultant
Monitoring & reporting
Continuous portfolio optimization
Portfolio quality alerts
Portfolio quality reports
Yearly tax statement
Investment report two times per year
Ideas & services
Research publication
Chief Investment Officer video and audiocast on market developments
Invitations to exclusive investment-related events
Regular strategic and tactical investment ideas
Pricing & transparency
Simple and transparent pricing
Access to retrocession-free investment funds
Attractive transaction fees

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

Schedule a personal consultation
Or call us: 0848 844 007