Personal financial planning

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

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

Optimisation of the compensation cycle
Executives rarely have enough time to take good care of their personal financial affairs. Credit Suisse has developed a dedicated approach for advising executives on a range of relevant topics.

More about advisory services for executives

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