Our teams work with you towards a shared goal: the preservation and sound management of your assets, based on a relationship of trust.
We offer three types of management approach, depending on the degree of involvement sought by the client:
for clients wishing to delegate management of all or part of their assets, we offer discretionary portfolio management, trading portfolio management and discretionary management of structured products.
for clients wishing to make their own investment decisions but with the benefit of expert advice, we can provide direct access to market experts in the areas of securities and currency investment.
for the most sophisticated clients, a range of products and services based on open architecture is available, together with sound advice from a dedicated manager: private equity, structured products, investment funds, forex and precious metals products, real estate investment and financing.
-
With our products and services, we aim to protect, manage and support the transmission of our clients' wealth.
-
Crédit Agricole Suisse is the ideal partner for Financial Intermediaries, due to its ongoing expansion in Switzerland, broad range of skills and products, and the financial strength of the Crédit Agricole Group.
-
Our teams work with you towards a shared goal: the preservation and sound management of your assets, based on a relationship of trust.








