Get the entrepreneur edge

From entrepreneur to investor

Find out more in our ‘From entrepreneur to investor’ report
 

Solutions for your entrepreneur journey...

Our experts are by your side for every stage of your business.

Every entrepreneur experiences highs and lows when launching a new business, even if they follow a thorough plan.

The right business insights are a priceless asset that will help you make sense of the big picture.

Having the right financial partner can give you a truly competitive advantage.

We bring our know-how and expertise to the table, working with you to put the best plan in place from the start.

So you can answer these questions:

Do I have the right plan? How do I manage cash flows? Can I take the risk?

Our solutions

  • Wealth planning
  • Global research, publications and insights
  • Entrepreneur and executive networks

Planning to grow your business? You’re close enough to your business to know where you want it to go.

Is it the right time to expand into international markets? Should you restructure your assets? Have you considered mergers and acquisitions (M&A)? Are you taking too many risks? Or not enough?

We can help you see your options from a different perspective.

Our solutions

  • Financial planning and advice
  • Corporate finance and advisory services
  • Industry Insights: Expert advice, current business trends, business sentiment insights from peers
  • Entrepreneur and executive networks

Thinking about selling your company? Driven entrepreneurs consider every aspect of their business except, sometimes, what comes after it.

Deciding what's best can be complicated, so having the right advice from a trusted partner can make all the difference.

Our ÃÛ¶¹ÊÓƵ team can help you get things ready for the next chapter.

Our solutions

  • Financial planning and advice
  • Family advisory
  • Trusts and foundations
  • Networks & Connections

Most highly driven entrepreneurs find it hard to pass on their business.

Many entrepreneurs never really retire at all. There’s no need to slow down just because you’re getting older, but you might want to shift your focus. Perhaps you want to explore more of the world, pursue a new hobby or even become an angel investor.

We help you find the right balance when planning this very personal transition.

Our solutions

  • Financial planning and advice
  • Family advisory
  • Trusts and foundations

... and for your private wealth

We can help you pursue what matters to you most – with confidence. 

Investing

How much risk should I take?

How much return do I need?

Which investments meet my needs?

Our advisory solutions

  • Investment solutions (Discretionary and Advisory)
  • Access to dedicated specialists
  • Portfolio construction, simulation and monitoring
  • Global research, publications and insights
  • Access to direct investments    

Family advisory

How can I preserve my wealth?

What do I want my legacy to be?

Our advisory solutions

  • Family governance consultancy
  • Next generation and succession planning

Private financing

How can I finance my property purchase?

How does private jet financing work?

Our advisory solutions

  • Securities-Backed Financing
  • Mortgage Solutions

Passions and networks

How can I give back to society?

Can I get access to exclusive events?

Our advisory solutions

  • Philanthropy advisory
  • Sustainable and impact investing

For illustrative purposes only. The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

Insights for entrepreneurs

You know your business best. But are you too close to see the bigger picture? Get the insights and expertise you need to identify opportunities and grow.

Financial advice for your individual needs

Individuals and families
Together we can discover new opportunities to pursue the future you want for you and your family. Let’s craft your unique plan.
Women’s wealth
We understand how women want to invest – enabling you to take control of your financial future.
Family Office & UHNW
Are you an investor with institutional needs, a family office, or an ultrahigh net worth individual seeking a truly global partner?

Why ÃÛ¶¹ÊÓƵ is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.
Learn more Why ÃÛ¶¹ÊÓƵ
ÃÛ¶¹ÊÓƵ head quarters

Globally connected, locally active

As a leading and truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized banks3. We are present in all major financial centers worldwide.

Man in museum

Excellence for the long term

Between ÃÛ¶¹ÊÓƵ and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

Woman in library

Holistic advice with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to ÃÛ¶¹ÊÓƵ’s full capabilities, world-class research for your investments and connectivity to peer networks.

Learn more Why ÃÛ¶¹ÊÓƵ

* "Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2023

1 "Australia - Best International Private Bank" - Euromoney Private Banking Awards 2024 and 2025

2 Based on publicly available data.

3 ÃÛ¶¹ÊÓƵ AG. See information on our latest ratings here

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

ÃÛ¶¹ÊÓƵ does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.

Connect with us

Together, we can help you pursue your goals.
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