Creating a world
with the Next Generation and their families
Build alliances
Find your co-creators
The NextGen strive for excellence in their roles as responsible citizens, family members, investors, entrepreneurs, and catalysts for wider change. They dare to do things differently, continually challenge themselves, and want to create meaningful solutions, not only to better their own lives, but also to address some of the world’s most pressing issues.
Imagine what can be achieved if the NextGen cross-pollinate their ideas and co-create opportunities in areas of common interest. Together they can produce an impact on a completely different scale, as the value generated from their collaboration is much more than the sum of its parts. This is where the Young Investors Organization (YIO) comes in.
Sharing ideas and experiences — Investing in the NextGen
How networks of young investors within banks can build trust, friendship and mentoring support to share entrepreneurial ideas and help continue family legacies. Watch the PWM interview with three members of the Next Generation: Elsie Mullers, YIO President 2007–2009; Melissa Rossi de Lima, YIO President 2011 – 2013 and Tyler Barth, YIO President 2013 – 2017
The Young Investors Organization (YIO)
The YIO is committed to supporting the NextGen as they find themselves at important crossroads in their lives. Founded in 2007, the YIO is now a global network of future leaders with over 1,500 members from more than 55 countries. Over the years, the YIO has developed a wide range of activities and established different programs with partners like Credit Suisse (founding partner), the Milken Institute, and others.
“I met my boss at a YIO reunion; she was able to appreciate my drive and effort in learning about impact investing, and decided to give me a chance.”
Hayley Mole, Investment Associate at Flat World Partners; YIO President
“I attended an ‘Impact Investing for the Next Generation’ course at Harvard offered to me through the YIO. I shared everything I learned with my family, and I was able to convince them of my approach.”
Fernando Scodro, CIO WEcubed; YIO President 2017-2019
“I could help a lot of YIO members with my legal expertise. I could even bring one of the companies to Brazil and showcase some of our sustainable projects.”
Melissa Rossi de Lima, Partner at Rossi de Lima and Lenz Advogados; YIO President 2011 – 2013
YIO Manifesto
We are global and diverse by birth and by conviction. We are entrepreneurial. We leverage our networks to drive change. We value humility and are steadfast in protecting the precious bonds of trust we share. We acknowledge our fears and encourage each other to translate our concerns into action. We are determined to multiply our impact together. We are a community of future leaders from influential families who are committed to the achievement of excellence. Through the YIO, we transform our entrepreneurial, investment and social ambitions into legacies. The YIO is our chance to step up and shape our world for the better.
Credit Suisse and the YIO
As the main sponsor of the YIO, Credit Suisse has helped build a vital ecosystem for the NextGen. Its goal is to facilitate the transfer of knowledge across and within generations, and learn more about the needs and priorities of the NextGen, so that it can be a trusted and competent partner to them. Credit Suisse's goal is to give YIO members the space to engage with each other and flourish, while stepping back to listen and learn how it can best support the NextGen in their journey through life.
Credit Suisse also runs exclusive educational programs for client heirs, such as the Young Investor Program and the Family Ties Program.
The Young Investor Program is designed to provide a foundation of knowledge and understanding of the financial markets and to give a thorough grounding in the key concepts of wealth management. It also aims to help NextGen members who are about to assume an important investment responsibility to understand how these concepts are best applied in practice.
The Family Ties Program is a unique educational program that provides the latest insights from leaders in the financial services industry on managing wealth within a family business.
“Relationship Managers will increasingly have to be ‘network orchestrators’. They have to bring the Next Generation together with other clients or vetted providers to help find new solutions, learn from others’ experiences, and exchange ideas.” Felix Baumgartner, Head Premium Clients, Credit Suisse