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Financial Education for the Next Generation

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

Young Investor Programme

Young Investor Programme

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

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

 

Young Investors Organization (YIO)

Young Investors Organization

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, investment and business opportunities.

The members benefit from experiencing different cultures and pursuing learning in the fields of finance, business and personal development. Members take active roles within this unique community and volunteer their time to facilitate the creation of new strategies to bring the community forward.

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Contact Us

Speak to our Private Banking & Wealth Management team:

Financial Planning

Financial Planning

Read about our financial planning services for UK clients.