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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.

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.

Advisory process

     

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.

  • Learn more about our structured advisory process

To arrange a meeting or to find out more:

Awards and related information

Best Private Bank for Entrepreneurs

Best Private Bank in the Middle East

Best Private Bank for Entrepreneurs

Best Private Bank for Entrepreneurs

Excellence in Leadership in Western Europe

Excellence in Leadership in Western Europe

Footnotes

For more information about the Awards, please visit PWM/The Banker Global Private Banking Awards and Euromoney Awards for Excellence 2020

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."

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