Credit Suisse Private Banking – Competitor Profile

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Credit Suisse Private Banking Competitor Profile Overview

Headquartered in Zurich, Switzerland Credit Suisse is a global bank that provides private banking, wealth management, corporate banking, investment banking, and retail banking services to individuals, corporations, and institutions in around 50 countries.

The Credit Suisse Private Banking competitor profile report comprehensively analyzes Credit Suisse Private Banking’s private banking operations. It offers insights into the company’s strategy and financial performance, including key data on AUM. Customer targeting and service propositions are covered, as are product innovation and marketing activities.

Key Strategy Parameters ·        Structure

·        Stakeholders

·        Global Presence

·        M&A Partnerships

·        Divestments

·        Active Jobs and Theme Activity

·        Company Filings

·        Digital Transformation and ICT Spending

Key Financial Performance Parameters ·        Cost/Revenue Analysis

·        Contribution to Group Performance

·        Assets

·        Peer Comparison

Key Brand-Building Activities ·        CSR

·        Sponsorships

·        Social Media Presence

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Credit Suisse Private Banking – Strategy

The Credit Suisse Private Banking competitor profile report covers key strategies in terms of company structure, stakeholders, global presence, M&A partnerships, divestments, active jobs, and theme activity, company filings, and digital transformation and ICT spending, among others.

Company Structure: Credit Suisse restructured its business operations as part of its updated strategy effective from January 1, 2023. The group was reorganized into five divisions, namely Wealth Management, IB, Swiss Bank, Asset Management, and CRU. It operates in four geographic regions, Switzerland, EMEA, Asia-Pacific, and the Americas. Wealth Management provides a broad range of wealth management products and advisory services to HNW and UHNW individuals and external asset managers.

Credit Suisse Private Banking Locations

Credit Suisse Private Banking Locations

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Credit Suisse Private Banking – Financial Performance

Lower client activity and a decline in AUM negatively impacted Credit Suisse Private Banking in 2022. Operating revenues at Credit Suisse’s Private Banking business increased in 2022 compared to 2021. Private Banking’s revenues were affected by subdued client activity and lower AUM. However, the restructuring of the group’s business divisions in 2022 resulted in higher operating revenues for Private Banking. Additionally, operating expenses increased in 2022 due to higher general and administrative expenses, an increase in restructuring expenses, and higher compensation and benefits.

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Credit Suisse Private Banking – Customers and Products

Credit Suisse provides products, services, and finance solutions tailored to clients based on the country it is operating in, with both onshore and offshore models available. These services are offered to wealthy private clients and external asset managers in Europe, the Middle East, Africa, and Latin America.

Credit Suisse’s Wealth Management division also offers wealth management and investment solutions and tailored financing and advisory services to HNW and UHNW individuals. The services are offered in collaboration with the IB and Asset Management businesses by leveraging the group’s strategy and research capabilities, including the Credit Suisse House View.

Credit Suisse Private Banking Customers and Products

Credit Suisse Private Banking Customers and Products

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Credit Suisse Private Banking – Brand-Building Activities

Credit Suisse and its employees work with selected partner organizations to contribute to society and address social issues across financial inclusion, financial education, and future skills. Through its Financial Education Initiative, Credit Suisse developed strong partnerships and helped several adolescent girls in more than 1,617 schools during 2014-2022. Its signature program, Financial Education for Girls, aims to increase the financial knowledge of girls and raise awareness of their social and economic rights.

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Scope

• Credit Suisse agreed to be acquired by UBS in a deal valued at CHF3 billion ($3.3 billion) in March 2023. The acquisition will save the bank from collapsing after failed attempts to restructuring the bank which resulted in losses and a decline in investor confidence.

• In January 2023, Credit Suisse restructured its business operations and reorganized into five divisions: Wealth Management, Investment Bank (IB), Swiss Bank, Asset Management, and Capital Release Unit (CRU). It operates in four geographic regions: Switzerland; the Europe, Middle East, and Africa (EMEA); Asia-Pacific; and the Americas.

• As part of a strategic overhaul announced in October 2022, the bank began cutting costs and reallocating capital to focus on its core wealth operations. It also focused on expanding its successful wealth business in EMEA and Asia-Pacific.

• Sustainability remains an integral part of the group’s strategy. In October 2022, it launched the HOLT Sustainability Suite: an analytical tool that integrates financial and environmental, social, and governance (ESG) metrics to help assess a company’s business model.

Reasons to Buy

  • Examine the financial performance, key ratios, and AUM growth of Credit Suisse and its Private Banking division and benchmark this competitor against other global wealth managers.
  • Understand Credit Suisse Private Banking’s current strategic objectives and their impact on its financial performance.
  • Discover Credit Suisse Private Banking’s key products and client-targeting strategies and examine whether these have been successful.
  • Learn more about Credit Suisse Private Banking’s marketing strategy, social media presence, and digital innovations.

Credit Suisse
Credit Suisse Private Banking
UBS
Corporación Actinver
Apollo Global Management
The Klein Group
FINMA
Allfunds
Energy Infrastructure Partners (EIP)
Taurus
OpenWealth Association
Barclays
Prive Technologies
MoneyPark
Credit Suisse Foundation
Year Up

Table of Contents

Executive Summary

Strategy

Financial Performance

Customers and Products

Brand-Building Activities

Appendix

Frequently asked questions

Credit Suisse Private Banking – Competitor Profile standard reports
Currency USD
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Can be used by individual purchaser only

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Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company


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