Credit Suisse Invest (CSI) is an advisory mandate offering which leverages on both technology and human touch to deliver professional, individualized advice to clients in a timely manner.
Combining Technology with Human Touch
With CSI, we place the all-round expertise of our globally networked investment professionals at your fingertips. Linked directly to our award-winning Credit Suisse PB APAC app, Credit Suisse Invest clients can also gain exclusive access to features such as personalized investment ideas and portfolio analytics via this platform.
With Credit Suisse Invest, you can:
Enjoy direct access to the views of the Credit Suisse Chief Investment Office
Obtain professional advice from experts
Personalize your investment strategy in line with your risk profile
Benefit from regular monitoring through monthly portfolio quality reports
Customize the type of investment ideas you would like to receive
Receive regular up-to-date information and investment ideas to act on
Implement changes in your portfolio in a timely manner
Expect alignment of interests through a transparent fee structure
Gain access to lower cost, retrocession free mutual fund and hedge fund share classes where available