For Individuals & Families Manage Your Wealth

Manage Your Wealth

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A Customized Strategy for You

Your wealth management needs are at the center of everything we do. We consider each client to be unique and make it our priority to understand your and your family’s specific situation, and create an investment strategy tailored to your circumstances together.

Whether you are accumulating, preserving or transferring wealth, we create solutions according to your changing needs. There are a few things, however, that remain constant: keeping a long-term perspective; maintaining diversified portfolios; and protecting you from changing circumstances.

  • Optimize Your Portfolio

    Optimize Your Portfolio

    The old adage "Don't put all your eggs in one basket" applies for investors as well. A diversified asset mix is key to investing wisely. Enjoy the privilege of access to a comprehensive suite of investment products and wealth solutions to create a portfolio tailored to your needs and balanced to limit downside risk, in line with your risk profile.

  • Preserve and Grow your Wealth

    Preserve and Grow Your Wealth

    Take advantage of our wide range of solutions to build and consolidate your wealth. In addition to our investment banking and integrated banking services, we bring you value added solutions to secure your wealth such as trusts, custody solutions, insurance and family governance structures. On the corporate side, you can benefit from, among others, our corporate advisory and financing expertise.

  • Take Care of Tomorrow

    Take Care of Tomorrow

    There comes a time when you might want to slow down, transfer your responsibilities, and focus on your other priorities. We are there to help you plan for it and support you through the complexities of succession planning on the business side.

    Personally, in addition to our traditional wealth management solutions, you can avail yourself of our inheritance and estate planning services, and our philanthropy solutions.

With You Every Step of the Way

Our comprehensive structured advisory process ensures your Relationship Manager has a full understanding of your needs, expectations, goals and constraints right from the start. Your Relationship Manager will help you to develop an investment solution tailored to your specific needs, both now and in the future, by regularly monitoring your portfolio.

How We Work with You

Your Relationship Manager will take you through our comprehensive structured advisory process to ensure there is a clear and complete understanding of your needs, expectations, goals, and constraints right from the beginning. Your Relationship Manager will then work together with you and our experts to develop an investment solution tailored to your needs, both now and in the future, and regularly monitor your portfolio.

Orchestrating an Optimum Performance

Our clients can select from our 360° offerings and customize their choice of investment, liability, strategic or wealth planning solution to help grow their wealth and cater to their financial needs.

Orchestrating an Optimum Performance

Credit Suisse Wealth Management Asia Pacific combines its global reach with a structured advisory process, offering distinct client segment specific value propositions, as well as access to a broad range of comprehensive and sophisticated solutions and services.

Please note that certain products and services described on this site may not be available in your jurisdiction. The laws and licensing requirements of each country, state, or territory may differ and not all products and services are available in all locations. Our ability to provide certain products and services depends on such laws and the licenses we possess, as well as our determination of a number of other factors, including our clients’ qualifications or other eligibility criteria. Should you have any questions regarding a specific product or service offering, please reach out to your Credit Suisse representative.