General Information

Discretionary Portfolio Management

Private Mandate: Your Goals, Our Global Investment Expertise.

With a Credit Suisse Private Mandate you can have distinguished investment professionals manage your portfolio for you on a discretionary basis, according to your investment goals and tailored to your personal preferences and financial situation. With its high degree of customization and investment expertise, a Private Mandate is the perfect complement to the financial guidance provided by your Credit Suisse Relationship Manager.

Your Advantages

  • The reassurance of having one of the world’s most trusted financial institutions manage your assets.
  • A Relationship Manager who helps you pick the solution tailored to your needs, risk tolerance and investment goals.
  • Multiple strategies and methods of implementation available.
  • A portfolio managed by a seasoned investment team and monitored according to stringent guidelines, with strict risk control.
  • Regular detailed reporting.

If you intend to invest above CHF 10 million, a premium mandate might be the right solution for you. It offers you a fully customized portfolio based on your needs by having direct access to your personal portfolio manager.

Selecting Your Own Private Mandate.

Your Private Mandate is designed to help you achieve your investment objectives. You can trust your Relationship Manager to take the time to know you, your financial needs and preferences. And the deep expertise of Credit Suisse investment professionals working on your behalf every day will add to your peace of mind.

First, consult with your Relationship Manager
You determine which of the five available Private Mandate strategies suits you best to meet your investment objectives.

Second, customize your Private Mandate
Your mandate will match your investment style, risk tolerance and financial goals, according to the choices you make.

Third, we manage your Private Mandate
We select suitable financial products to help your reach your goals by using the bank’s broad, global investment expertise in a structured and disciplined investment process.

Five Compelling Strategies:

  • Preserve
    Seeks capital preservation using a conservative approach.
  • Yield
    Seeks income generation while also generating some capital gains through selected equity investments; option with regular payout.
  • Balanced
    Seeks long-term capital appreciation, balancing risk and return.
  • Growth
    Seeks long-term capital growth by capturing the full potential of equity markets while maintaining an anchor in bonds.
  • Long-Term Growth
    Seeks high rate of long-term capital growth

Our Investment Process.

Each strategy follows a clear investment process to allocate to different asset classes and instruments, from cash and bonds to equities and mutual funds. Our open product platform provides access to a selection of carefully evaluated third-party and Credit Suisse products to fit your needs, including a variety of alternative investments, which can be included in your Private Mandate as an additional means of diversifying risk. This flexibility lets us exploit market fluctuations and manage risk to your advantage through financial cycles.

Three Sources of Potential Returns 1



Find answers to frequently asked questions

We would be happy to help you with any questions. To make it easier, we've compiled a list of frequently asked questions and their answers here.

Why choose a Private Mandate?

You enjoy the reassurance of having one of the world’s most trusted financial institutions manage your investments according to your preferred objectives. Your Credit Suisse Relationship Manager understands you and helps you select the right portfolio strategy to meet your risk tolerance and financial needs. With the experience of a premium private bank and the capabilities of a global investment bank, a Private Mandate gives you the peace of mind of having well-qualified, seasoned managers looking after your investments.

What does the Private Mandate include?

You consult with your Relationship Manager and select the portfolio strategy that is right for you: Preserve, Yield, Balanced, Growth or Long-Term Growth. Each is clearly defined, and designed to match your investment style, risk tolerance and investment objectives, with the level of customization that is right for you. You have the confidence of knowing that the investment approach you have chosen is managed according to clear objectives aligned to your needs.

How does the investment process work and who is responsible?

The Credit Suisse seasoned global investment team manages your portfolio according to an asset allocation strategy or a clearly defined set of investment rules designed by the Credit Suisse Chief Investment Officer, regional investment officers and specialists. Their disciplined investment process offers multiple sources of investment performance, with constant monitoring and managing of risk. They are ready to respond and adapt to changing markets through their choice of asset classes, regions, sectors and currencies - while keeping you informed.

What are the risks?

  • Returns depend on the strategy, asset allocation, securities and correct market views.
  • No capital protection or return guarantee nor guaranteed achievement of investment objectives.
  • The liquidity of the instruments depends on the product and the respective market environment.
  • Results may be affected by the performance of foreign currencies.
  • Market developments can influence the portfolio and result in losses.


This document has been prepared solely for information purposes for the use of the recipient and CREDIT SUISSE (Channel Islands) LIMITED.

Credit Suisse (Channel Islands) Limited is registered in Guernsey under number 15197.  Its registered address and principal place of business is: Helvetia Court, Les Echelons, South Esplanade, St Peter Port, Guernsey GY1 3YJ.  It is licensed under The Banking Supervision (Bailiwick of Guernsey) Law, 1994, as amended, the Protection of Investors (Bailiwick of Guernsey) Law, 1987, as amended, and is regulated by the Guernsey Financial Services Commission.

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