Private Banking Look after your family wealth
Look after your family wealth
A partnership to manage, protect and preserve your family wealth
You have worked hard for your wealth. We are here to help you manage it and plan the best way for you to pass it on – safely and with confidence. Our Wealth Planning specialists make sure that when it comes to your retirement, inheritance and succession planning, your personal, family and business affairs are organised optimally and in line with your wishes.
Your Relationship Manager is your point of entry to our global resources. They can deliver investment advice, execute complex trades and, where appropriate, introduce you to the services of our Investment Banking division.
We can help you set up a family governance system founded on a set of shared values and factoring in all stakeholders: family members, shareholders and professional managers.
Young Investors Program
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 the Young Investors Program
This program is for clients and by invitation only. Contact your Relationship Manager if you would like your daughter or son to attend.
Young Investors Organization (YIO)
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, and investment and business opportunities.
The members benefit from experiencing different cultures and pursuing learning in the fields of finance, business and personal development. They play active roles within this unique community and volunteer their time to facilitate the creation of new strategies to bring the community forward.