Credit Suisse: Best Wealth Management Services Europe 2020

Credit-Suisse

Credit Suisse, founded in 1856, has earned a reputation as a reliable financial partner. The Swiss multinational has a global presence, with branches in major financial hubs. Clients appreciate Credit Suisse’s strict bank-client confidentiality policy and superior wealth management services. The bank begins every client relationship with a Q&A session to understand the long-term investment goals. It then assigns each client a dedicated personal advisor and invites them to plan for a financially secure future with one of three investment accounts. Credit Suisse offers a full-service solution — the Compact Invest Mandate — that requires minimal input from clients. The clients define the investment strategy — and the Credit Suisse team executes it. Seasoned investors may opt for the more flexible Expert MyChoice Mandate and take charge of their own wealth management. This high-touch service is supported by a personal manager and an investment consultant, who co-ordinate with the client — daily, if need be — to identify opportunities and hedge against risks. Credit Suisse also provides professional wealth management in a tried-and-true fund format. The bank employs more than 45,000 professionals, including some 3,500 dedicated relationship managers who monitor client portfolios and analyse global trends. The CFI.co judging panel commends the bank’s customer-centric approach and presents Credit Suisse with the 2020 award for Best Wealth Management Services (Europe).