Private Banking Take care of your family

Take care of your family

A real partnership to manage, protect and preserve your family wealth

You have worked hard to make your family wealth grow. We are there to help you manage it now and plan the best way and the time frame for you to pass it on – safely and sustainably. Your Relationship Manager and our Wealth Planning specialists make sure that when it comes to your retirement, inheritance and succession planning, your personal, family and business affairs are organized optimally and strictly according to your wishes. Together with us, you can: 

Protect your wealth through trust solutions

We offer a comprehensive range of trust and estate advisory services so that you can protect your wealth – now and for tomorrow.

Get the next generation ready

It’s not just your wealth you want to pass on to the next generation. Your inheritance planning includes giving them a good understanding of finance and wealth management, and the right values too. We can help.

Young Investors Program

We understand the importance of connecting with the next generation. The Young Investors Programme is an exclusive six-day inheritance planning programme we run for the sons and daughters of our most valued clients. Targeted at those aged 20-30, the programme explains the key investment management concepts and the range of asset classes available.

How to attend the Young Investors Program

Please note these events are for clients and participation is by invitation only. Contact your Relationship Manager if you would like your daughter or son to attend. If you are not a client, you can register your interest and we will contact you.

Young Investors Organization (YIO)

The YIO, an independent association sponsored by Credit Suisse, is the premier network of the next generation of many of the most influential families around the world. It fosters lifelong relationships among young adults with similar backgrounds and with Credit Suisse, for the purpose of exchanging ideas, and investment and business opportunities.
The members benefit from experiencing different cultures and pursuing learning in the fields of finance, business and personal development. They play active roles within this unique community and volunteer their time to facilitate the creation of new strategies to bring the community forward.

Our Relationship Managers look forward to meeting with you. To arrange a meeting or to find out more:

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