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Wealth planning

Pave the way to your life goals.

You have unique personal, business and financial goals. Our tailored wealth planning solutions support you to reach them. With longstanding experience in investment structures, retirement and inheritance planning, our wealth planning specialists can help guide you on your journey.

Take tomorrow.
With our wealth planning solutions.

Wealth planning video
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This is a Financial Promotion

Complete solutions

Complete solutions for your long-term needs.

Our wealth planning specialists can help put your wealth to work through:

  • Investment structures that enable tax-efficient investing now and for future generations
  • Retirement planning that can help to ensure you are financially prepared for your next stage in life
  • Inheritance and succession planning, including trusts, that allow you to define how and when assets will be distributed to your beneficiaries
Navigating the way forward

Navigating the way forward.

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.

Tax treatment depends on individual circumstances. You should seek independent tax advice.

With you on your journey

With you on your journey.

With our 160-year track record of serving clients for the long term, our wealth planning specialists will be by your side to help you achieve your goals.

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

Wealthy families

Wealthy families and Credit Suisse

There are those who inherit wealth and those who pass it on. What you choose to do with your family’s wealth is an expression of your own deeply held values, and we are here to counsel families like yours on finding the best path forward.

To arrange a meeting or to find out more:

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