Credit Suisse Invest, a human-led technology enabled advisory mandate, provides a structured portfolio based approach to investing. You will be able to leverage the views of the Credit Suisse Chief Investment Office and receive contextualized investment advice tailored to your risk profile. In addition, Credit Suisse Invest will monitor and provide you with a monthly update on the quality of your portfolio through our proprietary Credit Suisse portfolio quality score.
Combining Technology with Human Touch
With Credit Suisse Invest, we place the all-round expertise of our globally networked investment professionals at your fingertips. Linked directly to our award-winning Credit Suisse PB APAC app, Credit Suisse Invest clients can also gain exclusive access to features such as personalized investment ideas and portfolio analytics via this platform.
With Credit Suisse Invest, you can:
Enjoy direct access to the views of the Credit Suisse Chief Investment Office
Obtain professional advice from experts
Personalize your investment strategy in line with your risk profile
Benefit from regular monitoring through monthly portfolio quality reports
Customize the type of investment ideas you would like to receive
Receive regular up-to-date information and investment ideas to act on
Implement changes in your portfolio in a timely manner
Expect alignment of interests through a transparent fee structure
Gain access to lower cost, retrocession free share classes where available
Please note that certain products and services described on this site may not be available in your jurisdiction. The laws and licensing requirements of each country, state, or territory may differ and not all products and services are available in all locations. Our ability to provide certain products and services depends on such laws and the licenses we possess, as well as our determination of a number of other factors, including our clients’ qualifications or other eligibility criteria. Should you have any questions regarding a specific product or service offering, please reach out to your Credit Suisse representative.