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Advisory Office

Credit Suisse Invest Service Model

At Credit Suisse, we understand that every investor is different. To identify risks early and capitalize on future opportunities, you expect bespoke advice, implementation and service conveniently under one roof. This is the driving force behind our new service model – Credit Suisse Invest Mandate, Expert and Partner.

These three distinct solutions offer a structured advisory process based on your specific needs and preferences, as well as a personalized investment strategy. Behind this service model, there is a wealth of investment intelligence, put together by a global team of highly skilled, dedicated specialists.

With all three solutions you get access to our experts, who will carefully monitor your portfolio against the market and offer guidance to safeguard and nurture your financial assets. In addition, you can benefit from our extensive online applications. Much like the investment decisions you make now, our new integrated service model is made with the future in mind – and we invite you to take advantage of it.

Credit Suisse Invest Mandate

Your assets will be managed by a global team of expert portfolio managers in line with the investment strategy that you define with your relationship manager

With Credit Suisse Invest Mandate you can entrust the management of your assets to experts, giving you more time to focus on your other priorities. You and your personal relationship manager determine which strategy best fits your needs and preferences, and seasoned portfolio managers
work on your behalf every day to execute your strategy. Regular and transparent reports ensure you never lose sight of your investment performance. In addition to minimizing risk, your global team will identify short, medium and long term investment opportunities, and systematically change your
asset allocation to make the most of them.

Key points

  • A personal relationship manager who serves as your single point of entry for Credit Suisse
  • A team of dedicated portfolio managers responsible for your investments
  • A choice of investment strategies
  • At least one investment strategy review a year
  • Monitoring and dynamic optimization of your portfolio
  • In-depth, transparent reports on portfolio performance
  • Transparent pricing

Credit Suisse Invest Expert

You have direct contact to an investment consultant as well as a relationship manager.
Credit Suisse Invest Expert offers you tailored advisory services of the highest level. In addition to proactive contact from your personal relationship manager, a dedicated investment consultant will be your sparring partner and direct link to global markets, giving you invaluable insights into shifts and trends that are relevant for your portfolio. If needed, your investment consultant will make sure immediate adjustments are made.

Key points

  • A personal relationship manager who serves as your single point of entry for Credit Suisse
  • Access to a dedicated investment consultant
  • Bespoke insights and direct links to global markets
  • Regular flow of tailor-made investment ideas
  • Ongoing portfolio monitoring with quality alerts that enable you to respond to risks immediately
  • Proactive contact and quality alerts for asset optimization
  • Systematic checks of your tactical asset allocation and suggestions for improvement
  • Monthly quality reports for your portfolio
  • Transparent pricing

Credit Suisse Invest Partner

You deal with a single point of contact – your relationship manager – who is supported by a team of experts across Credit Suisse.
Credit Suisse Invest Partner gives you a dedicated relationship manager you can directly work with to manage your wealth. Its personalized approach helps you to better identify current risks and new opportunities. To ensure you are always one step ahead, this solution delivers comprehensive reporting and frequent portfolio alerts, as well as world-class research from our analysts. This will help you make informed investment decisions.

Key points

  • A personal relationship manager who serves as your single point of entry for Credit Suisse
  • Access to investment ideas to help you benefit from future market opportunities
  • At least one annual investment strategy review
  • Ongoing portfolio monitoring with quality alerts that enable you to respond to risks immediately
  • Quarterly quality reports highlighting not only developments but also any potential issue arising in your portfolio
  • Transparent pricing

Investment Services Guide

Details on the Investment that Credit Suisse Provides you

C. Suisse Asesoría (México) S.A. de C.V. (hereinafter "Credit Suisse"), through its General Sales Practices Committee (Committee Responsible for Financial Products Analysis) is issuing this Investment Services Guide in accordance with Articles 24 y 31 of the " Disposiciones de carácter general aplicables a las entidades financieras y demás personas que proporcionen servicios de inversión " ( i.e. the "Regulations"). It is hereby stated that the policies and guidelines referred to in Article 19 Section V of the Regulations are incorporated by reference in this document.

Investment Services Guide (Spanish) (PDF)

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Contact Us

  • Telephone (Mexico City): (52 55) 5283 8900
  • Telephone (Monterrey): (521 81) 8368 7032
  • Alternatively, you can use our special form to request that we contact you.

Online Banking

Where to Find Us

C. Suisse Asesoría (México), S.A. de C.V.
Paseo de la Reforma No. 115, Piso 26
Col. Lomas de Chapultepec
C.P. 11000
Mexico City
Mexico


Monterrey office:
Ricardo Margáin No. 444,
Torre Norte, Piso 15
San Pedro Garza Garcia
C.P. 66265
Monterrey
Mexico