"We lead with global expertise across all asset classes to create value for our clients"
Michael Strobaek, Chief Investment Officer, Credit Suisse
Investment solutions
Discover our investment management options
Hands-on. Hands-off. Somewhere in between. No matter what type of investor you are, you'll find your investment solution here.
Investment themes and research
Something for every investor
If you are an avid consumer of financial information and enjoy seeking for investment opportunities, we are happy to support you with additional expertise and research. On the other hand, if you would rather stay focused on other things, you can delegate your investments to us, and we'll take care of everything. It's entirely up to you. Either way, our innovative, tailor-made investment management options let you decide on the scope and frequency of advice, portfolio monitoring, research insights, and investment ideas you receive.
Choose from the following mandate options:
Discretionary
You decide on the appropriate investment strategy and delegate the management and execution to our expert team of Portfolio Managers.
Advisory
You decide on the level of investment advice you want from us. Whether you prefer a high-touch service and access to a personal Investment Consultant or pro-active advice from your Relationship Manager, we can provide an advisory package tailored to your needs.
Direct Access Client (DAC) services
If you are a professional investor, such as a Family Office or an External Asset Manager, looking for direct access to financial market specialists, this is just right for you. You can count on our specialists to provide you with timely market intelligence, opportunistic trade ideas and trade execution across multiple asset classes.
Investments can go down as well as up and your capital may be at risk
Smart moves
Supplementing core, well-diversified portfolios with satellite investments gives investors the ability to take advantage of shorter-term opportunities and high conviction investment themes to achieve their investment goals.
The following strategies are expected to work well together or on their own.
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Protect
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Yield
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Grow
Please speak to your Relationship Manager to find out which strategy works best for you.
Holistic offerings at every stage of your life
Every one of our clients is unique, which is why we offer a wide range of products and services that can be tailored to you and your family. We've developed holistic offerings for every stage of life, and with our structured advisory process, we can determine which wealth planning solution is right for you.
We’re focused on your needs and goals
As a first step, your Relationship Manager will undertake a comprehensive analysis of your needs, expectations, goals, and constraints. They will then work with you and our experts to develop an investment solution tailored to your needs today and into the future. Going forward, they will regularly monitor your portfolio.
Explore our insights
Awards and related information
Best Private Bank for Entrepreneurs
Excellence in Leadership in Western Europe
Best Private Bank for Entrepreneurs
World’s Best Bank for Wealth Management
Footnotes
For more information about the Awards, please visit PWM/The Banker Global Private Banking Awards, Euromoney Awards for Excellence 2020, Euromoney Awards for Excellence 2019.