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UHNW Advisory

Far-reaching expertise made accessible.

Your needs and goals are as unique and multi-faceted as you are. With our specialized services for ultra-high net worth clients and wealthy families, you can enjoy access to experts across our banking divisions and be sure to get the tailored investment, lending and trading solutions that keep you moving forward.

Take tomorrow.
With our services for UHNWI.

Our UHNW and Family Office offering

The combined capabilities of our Investment Bank, Asset Management and Private Banking experts are a powerful advantage when it comes to meeting complex financial requirements. We offer tailored services on a variety of issues around financing, optimising and protecting private and corporate assets.

Areas we can help on include monetisation, disposal or accumulation of large equity stakes, various financing options and hedging strategies. We also support on a variety of corporate issues from mergers and acquisitions of private companies and IPOs to raising financing.

UHNW Coverage

Investments can go down as well as up and your capital may be at risk

  • Global services

  • Investment solutions

  • Wealth planning

  • Lending solutions

  • Philanthropy and sustainable investment

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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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