Financial Planning Advice and Products
Advice and Products
Life is challenging enough. When it comes to financial matters, benefit from our expert advisory service and take advantage of our proven, customized offers.
Your advisor will analyze your current financial situation and your plans for the future with you. A systematic advisory process is essential when addressing your questions. Your advisor manages this process and involves other experts as required. You can thus draw on the entire expertise of Credit Suisse to find your individual solution.
How to plan your financial future in a comprehensive manner.
How to use optimization opportunities to your advantage.
How to make the necessary arrangements.
Vested Benefits – 2nd Pillar
How to ideally invest your pension fund assets.
Private Pension – 3rd Pillar
How to best secure your standard of living after retirement.