CSAG Premium Wealth Management
At CSAG, our Premium Wealth Management team is dedicated to providing unparalleled expertise and personalized solutions for ultra-high net worth individuals and single family offices. With a deep understanding of the complex financial needs of our clients, we collaborate with a network of specialists across our bank to deliver tailored strategies that align with your unique goals and values.
Bespoke Solutions for Ultra-High Net Worth Individuals and Single Family Offices
- Enduring Partnerships: Our Premium Wealth Management team is committed to building long-lasting relationships that span generations.
- Global Network of Experts: Leverage the collective knowledge of our global network of experts, who bring together diverse perspectives from asset management, corporate finance, and investment banking.
- Customized Approach: We recognize that each individual and family has distinct values, goals, and challenges. Our team takes the time to understand your unique situation and develops wealth management solutions that are carefully tailored to your specific needs.
Comprehensive Wealth Management Solutions
- Global Asset Management: Simplify the complexities of managing your global assets with our comprehensive suite of services.
- Sophisticated Investment Strategies: Benefit from the expertise of our global investment research team, who provide cutting-edge insights and develop sophisticated investment solutions.
- Holistic Wealth Planning and Family Office Services: Our multidisciplinary wealth planning team draws upon decades of experience advising ultra-high net worth individuals and single family offices.
- Seamless International Relocation: With our extensive cross-border expertise and deep understanding of wealth planning, CSAG is your ideal partner for navigating the complexities of international relocation to Switzerland and major European countries.
Stay Informed with Current Topics
Stay ahead of market changes by accessing the latest trends, innovations, and expert assessments to inform your investment strategy.
Explore Your Wealth Management Options
Schedule a consultation with a CSAG advisor
Call usCSAG SFO Survey 2023
Amidst economic uncertainty, single family offices (SFOs) are prioritizing wealth preservation and diversification. Our latest survey uncovers regional and size-based differences in SFO strategies and provides actionable insights for navigating the current landscape.
pdf | 1 MB | 2023CSAG Family Office White Paper 2022
In partnership with the University of St. Gallen, CSAG has developed a comprehensive white paper exploring the diverse challenges and opportunities faced by family offices. Gain valuable insights into best practices and strategies for optimizing your family office's performance.
pdf | 1 MB | 2023Best Private Bank Awards
Euromoney Private Banking Awards:
- Best Private Bank for Wealth Transfer and Succession Planning
- Best Private Bank for Ultra-High Net Worth Clients (US$250m+)
- Best Private Bank for Ultra-High Net Worth Individuals