Change location

You are about to change the origin location from where you are visiting Credit-suisse.com.

*The location of origin is defined in your browser settings and may not be identical with your citizenship and/or your domicile.

The Credit Suisse website will soon be moved to ubs.com.
For you, however, nothing changes: your existing Credit Suisse logins and applications are still valid and you’ll continue to have access to information on our products and services. You can find further information here.Dismiss

Per­sonal Fin­an­cial Con­sult­ing

Our fin­an­cial ad­vice fo­cuses on pre­cisely those top­ics that are rel­ev­ant to you: wealth build­ing, fin­an­cing, re­tire­ment. Wherever you may be head­ing, we’ll help you over­come the fin­an­cial chal­lenges along the way.

Be­ne­fits of Our Fin­an­cial Con­sult­ing

Our fin­an­cial con­sulta­tions can take a few hours to sev­eral days, de­pend­ing on scope and con­tent.

Free ini­tial con­sulta­tion

Your first con­sulta­tion is gen­er­ally free, re­gard­less of whether it’s for one gen­eral topic or a com­plete fin­an­cial plan.

Com­pre­hens­ive ana­lysis

We will em­ploy state-​of-the-art fin­an­cial tools to ana­lyze your fin­an­cial situ­ation and find the right solu­tion for you.

What We’ll Dis­cuss with You

When ad­vising you on gen­eral top­ics, we will dis­cuss a fin­an­cial plan­ning topic. We will show you ap­pro­pri­ate op­tions for ac­tion while de­scrib­ing the ad­vant­ages and dis­ad­vant­ages.

  • Re­tire­ment pro­vi­sion

  • Vol­un­tary pur­chase of pen­sion be­ne­fits

  • Monthly pen­sion or lump sum

  • Flex­ible re­tire­ment

  • Save on taxes thanks to a private pen­sion

  • Real es­tate

  • Change of res­id­ence

  • Co­hab­it­a­tion or mar­riage

Plan Your Fin­an­cial Fu­ture

Our fin­an­cial ad­vice var­ies de­pend­ing on your needs. We work with you to ana­lyze your as­sets and li­ab­il­it­ies, your pen­sion and your tax situ­ation.

Your Ques­tions. Our An­swers

We can help find an­swers to your ques­tions in the fol­low­ing areas.

Your fu­ture needs

Do today’s in­vest­ments and ob­lig­a­tions also take my fu­ture needs into con­sid­er­a­tion?

Changes

What im­pact will per­sonal or pro­fes­sional changes have on my fin­an­cial situ­ation?

The Path to the Solu­tion

Many big events in life come with fin­an­cial chal­lenges. We’ll help you tackle them. Take the first step today and sched­ule a per­sonal con­sulta­tion.

Con­sulta­tion

Arrange a personal consultation

Pre­par­a­tion

Ask the right questions

Per­sonal con­sulta­tion

Analyze your financial situation with us

Plan­ning and ex­e­cu­tion

Optimize whatever you can

Con­sulta­tion

Ar­range a per­sonal con­sulta­tion

Visit our nearest branch or call us. You can also open a Pen­sion se­cur­it­ies ac­count ‒ 3rd pil­lar or a Sav­ings with se­cur­it­ies ‒ 3rd pil­lar ac­count on­line.

Consultation - arrange a personal consultation

Pre­par­a­tion

Ask the right ques­tions

Dif­fer­ent as­pects of fin­an­cial plan­ning will re­quire you to ask dif­fer­ent ques­tions. But the most im­port­ant one is this: What do you want to achieve?

Preparation - ask the right questions

Per­sonal con­sulta­tion

Ana­lyze your fin­an­cial situ­ation with us

Using state-​of-the-art fin­an­cial tools, we can ana­lyze your per­sonal situ­ation dir­ectly and show you cus­tom solu­tions while guid­ing the de­cision mak­ing pro­cess.

Personal consultation

Plan­ning and ex­e­cu­tion

Op­tim­ize whatever you can

Our ad­visors seek sup­port from highly qual­i­fied ex­perts to offer you the very best solu­tions. That guar­an­tees you a full fin­an­cial plan that iden­ti­fies every op­por­tun­ity for op­tim­iz­a­tion.

Planning and execution

More Con­sult­ing Ser­vices

Life is chal­len­ging enough. Get in­formed fin­an­cial ad­vice from our ex­perts and rely on our cus­tom­ized plans.