Navigation

General Information

Private Mandate: Your Goals, Our Global Investment Expertise.

With a Credit Suisse Private Mandate you can have distinguished investment professionals manage your portfolio for you on a discretionary basis, according to your investment goals and tailored to your personal preferences and financial situation. With its high degree of customization and investment expertise, a Private Mandate is the perfect complement to the financial guidance provided by your Credit Suisse Relationship Manager.

Your Advantages

  • The reassurance of having one of the world’s most trusted financial institutions manage your assets.
  • A Relationship Manager who helps you pick the solution tailored to your needs, risk tolerance and investment goals.
  • Multiple strategies and methods of implementation available.
  • A portfolio managed by a seasoned investment team and monitored according to stringent guidelines, with strict risk control.
  • Regular detailed reporting.

If you intend to invest above CHF 10 million, a premium mandate might be the right solution for you. It offers you a fully customized portfolio based on your needs by having direct access to your personal portfolio manager.
 

Secondary Content

Get in Touch

For more information on our Wealth management offer:
+44 (0)1534 880163