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Global Custody

Our global custody solutions give you a comprehensive overview and complete transparency over how your assets are performing at all times. With proven solutions, we can cover your individual needs.

Centralized custody and administration of your assets

  • You receive a transparent overview of all your assets from a single source, that reduces your administrative effort and allows you to focus on your investment decisions for an optimal asset management.
  • A Global Custody Solution enables you to combine all your bankable securities, such as financial instruments, cash, and cash equivalents with a single global custodian, allowing you in addition to integrate external positions (e.g. direct real estate investments, mortgages, debt derivatives and private equity) in your investment reporting.
  • While consolidating and reducing your administrative work with the Global Custody setup, you still to keep your flexibility appointing your preferred asset managers, who in turn are also free to choose their preferred brokers to conduct securities trading.

Efficient solution with core services and modular additional services

  • Your Credit Suisse Global Custody Solutions team offers you an extensive range of services geared to your specific needs. We work with you to tailor your own individual solution. To meet your requirements, our core services can be supplemented with various, modular additional services (e.g. investment analytics, compliance monitoring and accounting services etc.).
  • Your Credit Suisse Investment Analytics reporting increases the asset transparency of your total assets through a leading investment analytics platform and technology solution. This enables you for instance to benchmark and compare your asset managers on the basis of in-depth analysis. 

Personalized coverage through a dedicated team of experts

  • Your dedicated custody account manager is always at your disposition and supports you in the day-to-day business. While we are familiar with your needs, we streamline your processes and provide professional advice.
  • Your personalized Investment Analytic Consultant is your first point of contact for the Investment Reporting, that provides you with an overview of your financial situation and how your assets are performing.
  • With more than 25 years expertise and experience in servicing Global Custody clients you can benefit from best practices and insights and exchange with other clients.  

Global custody solutions for UHNWI and SFO

Credit Suisse offers ultra-high net worth individuals and single family offices a wide range of global services, including global custody solutions, worldwide research, M&A advice, and escrow and pledgeholder services. Reap the benefits of our comprehensive expertise.