"We lead with global expertise across all asset classes to create value for our clients"
Michael Strobaek, Chief Investment Officer, Credit Suisse
The best investment is expertise.
A sound investment strategy can only come from knowledge. Our in-house investment specialists draw on our extensive research, market insights and macroeconomic analyses so that no matter what type of investor you are, you’ll find your investment solution here.
Take tomorrow.
With our investment solutions.
Investment Outlook 2023
In our Investment Outlook 2023, we present an investment road map of what investors may expect with regard to the economy and the financial markets.
Supertrends 2022
Our Supertrends offer an opportunity to help investors reach their financial, societal and environmental goals.
Investments in private markets
We put our expertise to work to connect you with tomorrow’s game-changers.
Investing for women
Tailored services for women investors, using lifecycle stages as an investment framework.
Choose from the following mandate options:
Discretionary
You decide on the appropriate investment strategy and delegate the management and execution to our expert team of Portfolio Managers.
Customized
You decide on the level of investment services you want from us. Whether you prefer a high-touch service and access to a personal Investment Consultant or pro-active services from your Relationship Manager, we can provide a package tailored to your needs.
Direct access
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
Smart investing with Credit Suisse House View
The Credit Suisse House View builds on our comprehensive research capabilities in order to provide clear and actionable long-term forecasts. Covering more than 90 asset classes, 2000 single stocks, and 1800 bonds, the House View forms the basis of structured and proven investment strategies that help you capture compelling opportunities and avoid pitfalls. What’s more, it incorporates the views and forecasts of our leading strategists from both Wealth Management and Investment Banking teams. This pioneering set-up helps us provide you with a single, consistent, and fully aligned House View across the bank and around the world.
Put our expert knowhow to good use
The Credit Suisse House View is shaped by our Investment Committee, a group of senior investment professionals, including members from the sell side. They bring to the table various areas of expertise and a proven investment track record of more than 175 years, cumulatively. The Investment Committee meets twice per month to discuss the latest views and market developments, and to decide on potential changes to the House View. This robust process ensures that we always take into account the very latest market environment.
Take advantage of our systematic approach
The House View helps you navigate the financial markets and identify not just good opportunities, but also attractive products and solutions for short and longer-term investments. As a client, you benefit from our systematic and disciplined approach to investing, anchored by the Credit Suisse House View. Its strong performance even in phases of increased volatility demonstrates the relevance of the Credit Suisse House View in creating value for clients.
Key pillars of the Credit Suisse House View
Smart moves
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.
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Protect
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Yield
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Grow
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 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.
Related links
"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."