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.

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.

"We lead with global expertise across all asset classes to create value for our clients"

Michael Strobaek, Chief Investment Officer, Credit Suisse

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.

Protect
Yield
Grow

Pursuing growth opportunities via Supertrends and Private Equity can offer higher returns over the long term.

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Please speak to your Relationship Manager to find out which strategy works best for you.

Investment themes and research

Supertrends. Pushing for change.

Change also brings opportunities. Supertrends look at multi-year societal trends offering compelling investment themes, with climate change as new Supertrend 2020.

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Sustainable and impact investing

The rise of sustainable and impact investing reflects the growing conviction that changing the world for the better has its rewards.

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Credit Suisse House View

The Credit Suisse House View builds on the bank’s comprehensive research capabilities to develop a clear and actionable long-term view with tangible investment results, delivered via products and services.

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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.

Learn more about our structured advisory process

Needs analysis

Your needs and objectives are the focus of the holistic advice provided by your Relationship Manager.

Financial concept

Your Relationship Manager uses the results of the needs analysis to develop your personal financial concept.

Client profile

Your personal risk profile enables us to make the right investment decisions.

Investment strategy

Your Relationship Manager will provide you with a comprehensive investment proposal based on your profile.

Implementation

Your Relationship Manager will offer you professional support in the implementation of the chosen strategy and in the ongoing management of your assets.