"We lead with global expertise across all asset classes to create value for our clients"
Michael Strobaek, Chief Investment Officer, Credit Suisse
The best investment is expertise.
A sound investment strategy can only come from knowledge. Our in-house investment specialists draw on our extensive research, market insights and macroeconomic analyses to help you find the right approach for your specific needs.
Investment themes and research
Take tomorrow.
With our investment solutions.
This is a Financial Promotion
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.
Awards and related information
Best Bank for Ultra High Net Worth Clients
Best Private Bank for Entrepreneurs
Excellence in Leadership in Western Europe
Footnotes
For more information about the Awards, please visit Euromoney Private Banking Survey 2021, PWM/The Banker Global Private Banking Awards, Euromoney Awards for Excellence 2020.