Private Banking USA

We take the time to get to know you and to listen carefully to your wealth planning challenges and goals.

Our Approach

A consultative process led by your Relationship Manager allows us to understand your financial needs. Attentive, expert, long-term client service is at the core of Private Banking USA, a business in Credit Suisse Securities (USA) LLC. As a client, you will have a Relationship Manager who is dedicated to knowing your investing and wealth planning requirements.

Our People

Exceptionally qualified wealth advisors with a shared philosophy.

Investment Solutions

Innovative solutions in every investment area, from fixed income to private equity to sophisticated hedging strategies.

Wealth Services

Estate, tax, philanthropic and other financial planning. Our consultative approach considers your multiple financial priorities and results in comprehensive advice that addresses even the most specialized wealth issues.