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.
- 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.
Get in Touch
For more information on our Wealth management offer:
+ 44 (0)1481 719000