Competitor Profile: Credit Suisse Private Banking
January 2020
36
About the Report
About the Report
Competitor Profile: Credit Suisse Private Banking
Summary
Credit Suisse is a global bank headquartered in Zurich, Switzerland. It provides private banking and wealth management, corporate banking, investment banking, and retail banking services to individuals, corporations, and institutions in approximately 50 countries. It offers private banking services through three regional divisions that collectively employed 2,950 relationship managers as of December 31, 2018.
This competitor profile provides a comprehensive analysis of Credit Suisse's private banking and wealth management operations. It offers insights into the company's strategy and financial performance, including key data on assets under management (AUM). Customer targeting and service propositions are covered, as are product innovation and marketing activities.
Scope
- Credit Suisse's Private Banking International subdivision focuses on clients with assets of around CHF20m (USD 20.3m).
- Credit Suisse is reorganizing its Swiss operations to further strengthen its position as a Swiss universal bank.
- Credit Suisse reported robust growth in pre-tax profits despite weak revenue growth in 2018.
- Credit Suisse has been investing in digital applications to enhance self-service capabilities, improve the productivity of client-facing employees, and automate front-to-back processes.
Reasons to buy
- Examine the financial performance, key ratios, and AUM growth of Credit Suisse and its private banking business, and benchmark this competitor against other global wealth managers.
- Understand Credit Suisse's current strategic objectives and their impact on financial performance.
- Discover Credit Suisse's key products and its client targeting strategies and examine whether these have been successful.
- Learn more about Credit Suisse's private banking marketing strategy, social media presence, and digital innovations.
Products
Products
AUM, assets under management, HNW, UHNW, wealth management, private banking, Credit Suisse, Credit Suisse Private Banking, Switzerland, Europe, Asia Pacific
Companies
Credit Suisse
BANK-now
J. Safra Sarasin Holding
Allfunds Group
Wells Fargo Advisors
Prive Technologies
Table of Contents
Table of Contents
Table of Contents
Executive Summary
Strategy
Financial Performance
Customers & Products
Marketing & Advertising
Appendix
Why Buy From US?
What makes us stand out is that our consultants follows Robust, Refine and Result (RRR) methodology. i.e. Robust for clear definitions, approaches and sanity checking, Refine for differentiating respondents facts and opinions and Result for presenting data with story
We have set a benchmark in the industry by offering our clients with syndicated and customized market research reports featuring coverage of entire market as well as meticulous research and analyst insights.
While we don't replace traditional research, we flip the method upside down. Our dual approach of Top Bottom & Bottom Top ensures quality deliverable by not just verifying company fundamentals but also looking at the sector and macroeconomic factors.
With one step in the future, our research team constantly tries to show you the bigger picture. We help with some of the tough questions you may encounter along the way: How is the industry positioned? Best marketing channel? KPI's of competitors? By aligning every element, we help maximize success.
Our report gives you instant access to the answers and sources that other companies might choose to hide. We elaborate each steps of research methodology we have used and showcase you the sample size to earn your trust.
If you need any support, we are here! We pride ourselves on universe strength, data quality, and quick, friendly, and professional service.