Private Banking Manage your wealth for the long term
A customized strategy for you
Your wealth management needs are at the center of everything we do. We consider each client to be unique and make it our priority to understand your and your family’s specific situation, and create with you an investment strategy tailored to your circumstances.
Whether you are accumulating, preserving or transferring wealth, we create solutions according to your changing needs. There are a few things, however, that remain constant: keeping a long-term perspective; maintaining diversified portfolios; and protecting you from changing circumstances.
Investment solutions with Credit Suisse Invest
You decide how you want to manage your investments and how involved you would like to be. We provide the expertise.
How we work with you
Your Relationship Manager will take you through our comprehensive structured advisory process to ensure there is a clear and complete understanding of your needs, expectations, goals and constraints right from the beginning. Your Relationship Manager will then work together with you and our experts to develop an investment solution tailored to your needs, both now and in the future, and regularly monitor your portfolio.
- Needs Analysis: Your needs and objectives are the focus of the professional and holistic advice provided by your Relationship Manager.
- Financial Concept: Your Relationship Manager uses the results of the needs analysis to compile your personal financial concept.
- Client Profile: You discover your personal risk profile so that they can make the right investment decisions.
- Investment Strategy: Your Relationship Manager will provide you with a comprehensive investment proposal based on your profile.
- Implementation: Your Relationship Manager will offer you professional support in the implementation of the chosen strategy and in the ongoing management of your assets.