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Wealth management

Wealth management

Our global team of wealth management and wealth planning experts is ready to help put your wealth to work for you and your family.

Manage your wealth for the long term

A customised strategy for you

Your wealth management needs are at the center of everything we do. We make it our priority to understand you and your family’s specific situation to create an investment strategy tailored to your circumstances.

Whether you are preserving, accumulating or transferring wealth, we create solutions according to your changing needs. However, a few things remain constant: keeping a long-term perspective, maintaining diversified portfolios and responding quickly to market events to help protect and grow your money.

Optimize your portfolio

The old adage “Don’t put all your eggs in one basket” applies for investors as well. A diversified asset mix is key to investing wisely. Enjoy access to a comprehensive suite of investment products and wealth solutions to create a portfolio tailored to your needs and in line with your risk profile.

Preserve and grow your wealth

Take advantage of our wide range of solutions to build and consolidate your wealth – including wealth planning, investment, trading and lending services. Our experts can help you create a portfolio that aims to deliver the returns you expect.

Take care of tomorrow

There comes a time when you might want to slow down, transfer your responsibilities and focus on other priorities. We are here to help you plan for the future and support you through the complexities of retirement and inheritance planning.

To arrange a meeting or to find out more:

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"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."

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