Credit Suisse Invest Expert

I Want Direct Contact with Experts

With the Credit Suisse Invest Expert investment solution, you can discuss your investment ideas with the experts in person: Work with your personal investment consultant to define your own investment strategy and how to implement it. You will have access to all asset classes, as well as the global Credit Suisse network.

Credit Suisse Invest Mandate

I Want to Choose My Own Strategy

With the Credit Suisse Invest Mandate investment solution, you give the directions: You decide on the appropriate investment strategy and delegate the management of your assets and on-going portfolio monitoring to our investment experts.

Credit Suisse Invest Partner

I Want the Right Protection

You will get the right protection to suit you with the Credit Suisse Invest Partner investment solution. This solution gives you regular contact with your personal advisor, periodic monitoring of your portfolio, and valuable on-going information about the current quality of your portfolio.

Put Our Advisory Service to the Test Now:

Find out for yourself what Credit Suisse Invest can offer you with a non-binding consultation: Your advisor will show you which investment solution is best for you and how it will help you to achieve your goals. And all this is personalized, transparent, and, of course, with no obligations!

Our Investment Solutions Compared


Credit Suisse Invest Mandate
Credit Suisse Invest Mandate
Support & interaction

Personal advisor


Yearly strategic review and outlook meeting
Financial planning advice at discounted price
Access to additional product experts
Portfolio manager
Investment consultant
Monitoring & reporting
Continuous portfolio optimization
Portfolio quality alerts
Portfolio quality reports
Yearly tax statement
Investment report four times per year
Ideas & services
Research publications
Chief Investment Officer video and audiocasts on market developments
Invitations to exclusive investment-related events
Regular strategic and tactical investment ideas
Pricing & transparency
Simple and transparent pricing
Access to retrocession-free investment funds
Attractive transaction fees

Credit Suisse Invest Expert
Credit Suisse Invest Expert
Support & interaction

Personal advisor


Yearly strategic review and outlook meeting
Financial planning advice at discounted price
Access to additional product experts
Portfolio manager
Investment consultant
Monitoring & reporting
Continuous portfolio optimization
Portfolio quality alerts
Portfolio quality reports twelve times per year
Yearly tax statement
Investment report up to daily
Ideas & services
Research publication
Chief Investment Officer video and audiocast on market developments
Invitations to exclusive investment-related events
Regular strategic and tactical investment ideas from your investment consultant
Pricing & transparency
Simple and transparent pricing
Access to retrocession-free investment funds
Attractive transaction fees

Credit Suisse Invest Partner
Credit Suisse Invest Partner
Support & interaction

Personal advisor


Yearly strategic review and outlook meeting
Financial planning advice at discounted price
Access to additional product experts
Portfolio manager
Investment consultant
Monitoring & reporting
Continuous portfolio optimization
Portfolio quality alerts
Portfolio quality reports four times per year
Yearly tax statement
Investment report four times per year
Ideas & services
Research publication
Chief Investment Officer video and audiocast on market developments
Invitations to exclusive investment-related events
Regular strategic and tactical investment ideas from your relationship manager
Pricing & transparency
Simple and transparent pricing
Access to retrocession-free investment funds
Attractive transaction fees

Credit Suisse Invest Compact
Credit Suisse Invest Compact
Support & interaction

Personal advisor


Yearly strategic review and outlook meeting
Financial planning advice at discounted price
Access to additional product experts
Portfolio manager
Investment consultant
Monitoring & reporting
Continuous portfolio optimization
Portfolio quality alerts
Portfolio quality reports
Yearly tax statement
Investment report two times per year
Ideas & services
Research publication
Chief Investment Officer video and audiocast on market developments
Invitations to exclusive investment-related events
Regular strategic and tactical investment ideas
Pricing & transparency
Simple and transparent pricing
Access to retrocession-free investment funds
Attractive transaction fees

Credit Suisse Invest

The New Investment Advisory Service

This video explains our innovative investment advisory service and shows you how you can benefit.