UHNWI & family office services

Managing the complex needs of ultra-high networth individuals (UHNWI) calls for distinctive capabilities in planning and structuring wealth, optimizing investments, finance and lending.

Investments can go down as well as up and your capital may be at risk.
This is a Financial Promotion

Our UHNW and Family Office offering

The combined capabilities of our Investment Bank, Asset Management and Private Banking experts are a powerful advantage when it comes to meeting complex financial requirements. We offer tailored advice on a variety of issues around financing, optimising and protecting private and corporate assets.

 

Areas we can advise on include monetisation, disposal or accumulation of large equity stakes, various financing options and hedging strategies. We also advise on a variety of corporate issues from mergers and acquisitions of private companies and IPOs to raising financing.

Take advantage of those global services that suit you. We connect you with our experts in a wide range of global services including global custody solutions, prime brokerage services, global research, mergers and acquisitions and divestiture advice, escrow services and employee share ownership services.

From tailor-made discretionary mandates and exclusive investment opportunities to investment consulting, direct access clients and alternative investments, we help you find the right instrument.

Our experienced wealth planners deliver financial advice on topics like succession planning, relocation services, private label funds and trust services.

We provide a full range of customized lending services including Lombard lending, structured Lombard loans, real estate financing and aviation and yacht finance.

Integrate your personal values as well as social and environmental objectives into the management of your wealth. Whether you want to engage in philanthropy or combine financial as well as ESG aspects, we help you find the best strategy to meet your personal goals.

Protecting your money

Your eligible deposits with Credit Suisse (UK) Limited are protected up to a total of £85,000 by the Financial Services Compensation Scheme, the UK's deposit guarantee scheme. Any deposits you hold above the limit are unlikely to be covered.

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Further information

Whether you are an existing or prospective client there may be a time you feel vulnerable whether this be permanent or temporary and require further support from Credit Suisse. This may be due to a number of factors such as illness, a disability or personal circumstances. Credit Suisse are available to discuss with you how we are best able to meet your needs during such a time, for example more frequent contact with Relationship Manager’s regarding your portfolio or changes in service packages etc. Please get in touch should you wish to discuss the support available.