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Overview of Our Advisory Process
Structure, clarity, and consistency are important factors that ultimately help achieve your objectives.
The Key to Success
Defining your objectives and needs is the key to success when it comes to financial matters. The starting point is your current financial situation. This is why a personal consultation with your advisor is central to our advisory process.
The Credit Suisse advisory process has a clear and simple approach. The five steps in a comprehensive advice are:
Step 1: Needs Analysis
Your needs and objectives are the focus of the professional advice provided by your personal client advisor.
Step 2: Financial Concept
We use the results of the needs analysis to compile a personal financial concept together with you.
Step 3: Client Profile
Discover your personal risk profile so that you can make the right financial decision.
Step 4: Strategy
Your client advisor will develop a suitable Strategy based on your risk profile.
Step 5: Implementation
The Private Banking area of Credit Suisse offers you professional support in the implementation of your chosen strategy and in the management of your assets.
