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Pension plan

Pave the way to your life goals.

You have unique personal, business and financial goals. Our tailored wealth planning solutions support you to reach them. With longstanding experience in investment structures, retirement and inheritance planning, our wealth planning specialists can help guide you on your journey.

Take tomorrow.
With our wealth planning solutions.

Wealth planning video
Complete solutions

Complete solutions for your long-term needs.

Our wealth planning specialists can help put your wealth to work through:

  • Investment structures that enable tax-efficient investing now and for future generations
  • Retirement planning that can help to ensure you are financially prepared for your next stage in life
  • Inheritance and succession planning, including trusts, that allow you to define how and when assets will be distributed to your beneficiaries
Navigating the way forward

Navigating the way forward.

We don’t give tax advice, but we will work with your tax and legal advisors to make sure your wealth planning takes everything into account.

Tax treatment depends on individual circumstances. You should seek independent tax advice.

With you on your journey

With you on your journey.

With our 160-year track record of serving clients for the long term, our wealth planning specialists will be by your side to help you achieve your goals.

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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