"We lead with global expertise across all asset classes to create value for our clients"
Discover our investment management options
Hands-on. Hands-off. Somewhere in between. No matter what type of investor you are, you'll find your investment solution here.
Supertrends. Investing with purpose.
The Supertrends 2021 delve into 6 multi-year trends that are shaping new opportunities for investors.
Investment Outlook. Living forward.
Our Investment Outlook 2021 offers a compass to navigate investments in the year ahead.
Sustainable and impact investing
The rise of sustainable and impact investing reflects the growing conviction that changing the world for the better has its rewards.
Investing for women: A lifecycle approach
At Credit Suisse, we believe we can do more by tailoring our advice to female investors, using lifecycle stages as an investment framework.
Credit Suisse House View
The House View builds on our comprehensive research capabilities to identify investment opportunities.
Choose from the following mandate options:
You decide on the appropriate investment strategy and delegate the management and execution to our expert team of Portfolio Managers.
You decide on the level of investment advice you want from us. Whether you prefer a high-touch service and access to a personal Investment Consultant or pro-active advice from your Relationship Manager, we can provide an advisory package tailored to your needs.
Direct Access Client (DAC) services
If you are a professional investor, such as a Family Office or an External Asset Manager, looking for direct access to financial market specialists, this is just right for you. You can count on our specialists to provide you with timely market intelligence, opportunistic trade ideas and trade execution across multiple asset classes.
Investments can go down as well as up and your capital may be at risk
Supplementing core, well-diversified portfolios with satellite investments gives investors the ability to take advantage of shorter-term opportunities and high conviction investment themes to achieve their investment goals.
The following strategies are expected to work well together or on their own.
Please speak to your Relationship Manager to find out which strategy works best for you.
Holistic offerings at every stage of your life
Every one of our clients is unique, which is why we offer a wide range of products and services that can be tailored to you and your family. We've developed holistic offerings for every stage of life, and with our structured advisory process, we can determine which wealth planning solution is right for you.
We’re focused on your needs and goals
As a first step, your Relationship Manager will undertake a comprehensive analysis of your needs, expectations, goals, and constraints. They will then work with you and our experts to develop an investment solution tailored to your needs today and into the future. Going forward, they will regularly monitor your portfolio.
Awards and related information
Best Private Bank in the Middle East
Best Private Bank for Entrepreneurs
Excellence in Leadership in Western Europe
"Credit Suisse AG, including the services offered in Israel, is not supervised by the Supervisor of Banks at the Bank of Israel, but by the competent banking supervision authority in Switzerland. Credit Suisse Financial Services (Israel) Ltd. is a licensed investment marketer in Israel and thus, its investment marketing activities are supervised by the Israel Securities Authority."