Family office services

We offer an array of sophisticated investment options designed to fit the diverse needs of family offices. Discover more and read our reports on family offices.

This is a Financial Promotion

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

Benchmark yourself against your peers

SFO Index Report 2022

Investment performance, asset allocation and much more, tiered by assets under management and geographical region.

Shared challenges, different approaches: the SFO today

SFO Survey 2022

In an uncertain economic climate, single family offices (SFOs) are shifting their focus to wealth preservation and diversification. As our latest survey reveals, their strategies can differ according to region and size.

30/08/2023

Family office guide to impact investing

Guide to impact investing

Through case studies and clear practical steps our guide can help your family office define or optimize its investment strategies to maximize impact.

 

30/08/2023

The way forward for family offices

White paper

Our paper provides a comprehensive, yet practical overview on family offices. It’s designed to be as useful to an established family office as it is to a family thinking about setting one up.

 

30/08/2023

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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.