Wealth planning

Whether you're investing, preserving, or transferring wealth, our wealth planning experts will craft bespoke solutions to suit your needs – without losing sight of the long term.

This is a Financial Promotion

Take tomorrow.
With our wealth planning solutions.

Important notice: Investments can go down as well as up and your capital may be at risk.

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Further information

Whether you are an existing or prospective client there may be a time you feel vulnerable whether this be permanent or temporary and require further support from Credit Suisse. This may be due to a number of factors such as illness, a disability or personal circumstances. Credit Suisse are available to discuss with you how we are best able to meet your needs during such a time, for example more frequent contact with Relationship Manager’s regarding your portfolio or changes in service packages etc. Please get in touch should you wish to discuss the support available.