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General Information

UHNW Solutions

We offer a wide range of solutions for financing, managing, optimizing, and protecting the private and corporate assets of our Private Banking clients.

 

Conventional Liquid Asset-Based Lending

 

Access to Placements by Credit Suisse

 

Sophisticated Financing and Hedging

 

  • Based on portfolios
  • Based on controlling positions
  • Different currencies, terms, and redemptions
  • Using collars

 

  • Semi-institutional handling and access
    • Placement of shares (initial public offerings and subsequent offerings)
    • Debt placements

 

  • Structured financing (pre-acquisition, project finance)
  • Aircraft financing
  • Import financing (capital goods)
  • Ship financing
  • Hedging (equity, foreign exchange, and interest rates)

 

Wealth Planning

 

Family Office Services

 

Investment Banking Services

 

  • Legal structures (trusts)
  • Escrows
  • Philanthropy advisory services

 

  • Family financial education
  • Family governance recommendations
  • Structuring investment committees
  • Consolidation


Access to:

  • Mergers and acquisitions
  • Public and private placements in debt markets and capital markets
  • Staggered sales and block sales of equity positions and bonds

Some of these services are offered from platforms in Switzerland or the US.
Note: Credit Suisse does not provide any advice regarding taxes, but it may recommend tax advisors.

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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.

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