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Competitor Profile: Credit Suisse Private Banking

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    Company Profile

  • 36 Pages
  • January 2020
  • Region: Switzerland
  • GlobalData
  • Credit Suisse Group
  • ID: 4901230
Competitor Profile: Credit Suisse Private Banking


Credit Suisse is a global bank headquartered in Zürich, 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.

  • Credit Suisse’s Private Banking International subdivision focuses on clients with assets of around CHF20m ($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.

Table of Contents

  • Executive Summary
  • Strategy
  • Financial Performance
  • Customers & Products
  • Marketing & Advertising
  • Appendix

Companies Mentioned

A selection of companies mentioned in this report includes:

  • Credit Suisse
  • BANK-now
  • J. Safra Sarasin Holding
  • Allfunds Group
  • Wells Fargo Advisors
  • Privé Technologies