Manage your wealth Wealth management solutions

Wealth management solutions

You decide how you want to manage your investments and how involved you want to be. We provide the expertise. 

Credit Suisse Invest

Our innovative, tailor-made investment solutions let you decide on the scope and frequency of advice, portfolio monitoring, research insights and investment ideas you receive. You can count on us to tap into our global network of investment specialists for a reliable, transparent and pro-active approach to managing your assets.

Trading services 

Your trading expertise, backed by our market intelligence and trade ideas.

We offer mortgages for residential property and can increase your investment options with our Lombard lending service.

Real estate financing for private banking clients

We can offer mortgages over GBP 3 million to private clients, trusts or special purpose vehicles (SPVs) on eligible residential properties located in prime central London and other select areas of the UK.
Find out moreYour home may be repossessed if you do not keep up repayments on your mortgage.

Borrow against your securities

You can use your investment portfolio to raise funds. This type of financing, where we lend against marketable and liquid securities such as equities and bonds, is known as Lombard lending.

You’ve come a long way to get to where you are today. We can help you enjoy the rewards.

Planning for the Future

Retirement and inheritance planning – priorities for you and your family which we can help you address. With a wealth planning strategy in place to protect what you’ve worked hard for and see it passed on safely down the line, you can enjoy today all the more. 

We can provide advice on:

  • Estate planning, including using trusts to control how and when assets are distributed
  • Tax-efficient investment
  • Pension planning, including Self Invested Personal Pensions
  • Inheritance planning
  • Portfolio wrappers, such as offshore bonds to build up retirement savings

Working with your other advisors

We don’t give tax advice, but we will work with your tax and legal advisors to make sure your wealth planning takes everything into account.

Moving internationally

London is one of the most cosmopolitan cities in the world – and many of our clients come or leave on a temporary basis. Along with their other professional advisors, we can help clients ensure their assets are structured efficiently and that they understand the tax system of the country they are moving to.

Services for UK resident non-domiciled clients

The rules are different for non-domiciled UK residents, and often more complicated. So it is all the more important you get the right advice.

We can offer:

  • Specially trained, multi-lingual Relationship Managers, who have substantial experience of dealing with issues affecting UK resident non domiciled clients and who can work with your tax and legal advisers to deliver suitable financial solutions
  • Investment solutions and banking services designed with UK resident non-domiciled clients in mind:
  • Rigorous due diligence and checks to ensure all investments within the UK Discretionary mandates are applicable to resident non-domiciled clients
  • Services for Investor Visa holders
  • A choice of offshore booking centres in which to hold your assets
     

Services for Investor Visas

The UK has introduced a set of guidelines for foreign nationals from outside of the European Economic Area who are looking to relocate and gain permanent residency in the UK under the Tier 1 Investor Visa immigration category.

Investment Management Solutions
We provide a dedicated discretionary management service to support clients and their professional advisers in meeting the Investor Visa requirements. All investment management solutions have been designed to comply with the criteria of the Tier 1 Investor immigration category.

To arrange a meeting or to find out more:

Contact us now