Credit Suisse Private Banking

Service provider
Private Bank
Min. account size
Listed on stockmarket
Size of wealth manager

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Credit Suisse Private Banking Factfile

Credit Suisse's Wealth Management Clients business is one of the largest in the wealth management industry globally, with over CHF 808.0 billion of assets under management. They deliver innovative and integrated solutions with access to a broad range of sophisticated products and services, in close collaboration with Investment Banking and Asset Management. Their global network comprises 48 countries and 370 office locations.

Contact person Relationship manager
Fee structure Per trade, annual fee
Min. account size £2,000,000
Contact person Relationship manager
Portfolio types Model, bespoke
Composition Fund, tracker, ethical
In-house service
Pension advice
Tax efficient investments
How we charge Fixed
Portfolio lending
Typical minimum mortgage £3,000,000
Other finance Jet, yacht
Online dealing
Timezones UK, US, Asia
Margin accounts
Ethical investing
Questions to ask?

Questions to ask?

How does account size affect investment services offered?
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What we like

What we like

One of the preeminent private banks globally
Very strong UK and International financial planning
Wide lending capabilities
UK office has expertise for international clients

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