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Personal financial planning

Can entrepreneurs benefit personally too? Why not. We’ll help you with your personal financial planning.

First place in the category Serving Business Owners in the current Euromoney survey

Our fellow providers identified Credit Suisse as their main competitor in the category Serving Business Owners in Switzerland in the current Euromoney survey. The survey is conducted with private banks and asset managers. This accolade confirms our strong position as the "Bank for Entrepreneurs".

Our solution for entrepreneurs and executives

While you put your energy and your passion into your company, we’ll take care of building and maintaining your assets. In an all-round consultation, we’ll look at your private assets in the context of your professional situation and provide you with comprehensive solutions.

Taxes

1e pension provision

Shares as intermediated securities

Succession

Do you have questions regarding your company or personal financial planning?

We would be pleased to provide you with detailed information about our solutions in a no-obligation personal consultation. We look forward to hearing from you.

I would like a consultation

Even more exciting offers? Why not.

You’ll find detailed information on various other topics that could be of interest to you in our factsheets.

Investor platform

Obtain capital or make direct investments
Companies in the growth phase and SMEs facing succession often have capital needs that cannot be met through bank financing. At the same time, experienced entrepreneurs and executives want to invest directly in Swiss companies and they often wish to play a role in this process. As the Bank for Entrepreneurs, we bring entrepreneurs and investors together to create win-win situations.

More about the investor platform
Corporate Cash

Strategy for using or managing liquidity that is not needed for operations – and avoiding negative interest rates
The change in framework tax conditions and the economic impact of negative interest rates have forced many SMEs to think of ways to use and manage excess liquidity. Credit Suisse offers two attractive solutions to this issue.

More about corporate cash
Advisory services for executives
Income and asset structuring

Optimise private asset accumulation early on
Entrepreneurs create economic value through their entrepreneurial activities. This value initially exists as assets in the company, shares in which are often held in private wealth. There are a number of options for carrying the created value over into private wealth or building up pension assets. Optimal management leads to a cycle in which private and pension assets are continuously built up and expanded.

More about income and asset structuring

Anchor: kontaktformular-privatvermoegen

Why not learn more about our solutions for you and your company in a no-obligation consultation?

Haven’t found what you’re looking for?

Learn more about our solutions for your company. We’ll find the right solution for every challenge.

Go to an overview of our services

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Personal financial planning

First place in the category Serving Business Owners in the current Euromoney survey

Our solution for entrepreneurs and executives

Taxes

Reduce taxes on assets

1e pension provision

Optimise total assets

Shares as intermediated securities

Overview of ownership structure

Succession

Secure succession

Reduce taxes on assets

Optimise total assets

Overview of ownership structure

Secure succession

Do you have questions regarding your company or personal financial planning?

Even more exciting offers? Why not.

Investor platform

Corporate Cash

Advisory services for executives

Income and asset structuring

Why not learn more about our solutions for you and your company in a no-obligation consultation?

Haven’t found what you’re looking for?

Services

Careers

About Credit Suisse