Credit Suisse

What Credit Suisse does

Credit Suisse was a Swiss multinational investment bank and financial services company founded in 1856 and headquartered in Zürich, Switzerland. It operated across wealth management, asset management, and investment banking, serving high net worth individuals and families (primary segment) as well as corporate and institutional clients (secondary segment). Its core offerings included personalized wealth advisory, institutional investment solutions across traditional and alternative asset classes, and capital markets execution services for corporates and professional investors. The ClientView online banking portal was the primary digital interface for individual clients to access accounts and statements.

Following an emergency rescue merger in 2023, Credit Suisse was fully acquired by UBS Group AG and ceased to operate as an independent entity. Its operations, technology, client relationships, and intellectual property are being integrated into UBS's universal banking platform, which manages approximately $7 trillion in invested assets and holds $73.3 billion in CET1 capital. The Credit Suisse brand continues to be used for certain legacy client relationships, with individuals directed to ClientView and UBS Wealth Management Advisors for continuity of service. The combined entity operates under a universal banking model spanning wealth management, asset management, and investment banking on a global footprint.

Name

Credit Suisse

Legal name

Credit Suisse

Website

https://credit-suisse.com

Company type

Private

Founded year

1856

Operating status

Acquired

Headcount range

5,001–10,000 employees

Short description

Credit Suisse was a Swiss global investment bank offering wealth management, asset management, and investment banking services to high net worth individuals and institutional clients. Acquired by UBS in 2023, it now operates as an integrated division of UBS Group.

Ownership category

akta.pro rank

Product category

Wealth Management & Investment Banking

NAICS

Credit Intermediation and Related Activities (522)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Banking Lending (Securities-Backed, Real Estate, Structured Credit) (FSABADAE)

Keywords

• Wealth management services
• Investment banking
• Asset management
• Private banking
• Financial advisory services

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Integrated Universal Banking: Following UBS acquisition, Credit Suisse operations are integrated into UBS's universal banking model providing wealth management, asset management, and investment banking services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Credit Suisse is a financial services firm that advises clients across all aspects of finance, offering wealth management, investment banking, and asset management services to high-net-worth individuals, families, corporates, and institutional investors. Following the 2023 acquisition by UBS Group AG, Credit Suisse clients are being transitioned to UBS platforms, with individual clients accessing accounts through the ClientView online portal.

Product overview

Credit Suisse operates as a wealth management, investment banking, and asset management firm. Following its acquisition by UBS, Credit Suisse's individual banking services are accessible through ClientView, an online client portal. The company offers an extensive suite of financial services including wealth management, investment solutions, and personalized advice for discerning investors and families globally. Asset management capabilities span traditional and alternative asset classes for intermediaries and institutional investors. The Investment Bank provides informed advice, tailored ideas, and execution services for corporates, institutional and professional investors. The company's US operations are now integrated under the UBS umbrella.

Differentiator

Problem solved

Functional benefit

Brands

• ClientView: Client portal for Credit Suisse individual clients to access their accounts and services.

Products and services

• ClientView Online banking portal that enables Credit Suisse individual clients to access their accounts, view statements, and manage their banking activities through a web-based interface.
• Wealth Management Services Comprehensive wealth management offering providing financial services, investment solutions, and personalized advice for high-net-worth individuals and families globally.
• Investment Banking Services Investment banking services providing informed advice, tailored ideas, and execution for corporates, institutional clients, and professional investors.
• Asset Management Services Asset management capabilities spanning traditional and alternative asset classes for intermediaries and institutional investors.
• Corporate and Institutional Client Services Customized financial solutions for North American subsidiaries of Swiss corporations and other corporate and institutional clients, including corporate banking and institutional investment services.

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• UBS Group AGflagshipStrategic or Co-development Partner · 1 January 2023UBS acquired Credit Suisse in 2023 in a landmark emergency merger. Credit Suisse operations, client relationships, and intellectual property are being fully integrated into UBS. This represents a complete corporate integration rather than a traditional partnership, with Credit Suisse ceasing to operate as an independent entity.

Scale indicators3 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• UBS Group AG: Parent company of Credit Suisse since the 2023 emergency acquisition. Operates the same wealth management, asset management, and investment banking business lines that Credit Suisse historically offered, and is now the platform through which Credit Suisse clients are serviced.
• Goldman Sachs: Global investment bank and wealth manager with comparable offerings across investment banking, asset management, and (via Goldman Sachs Private Wealth) high-net-worth advisory—directly overlapping with Credit Suisse's three core franchises.
• Lombard Odier: Swiss private bank focused on wealth management and asset management for HNW and institutional clients; directly comparable in target market and product mix to Credit Suisse's Swiss private banking heritage.
• Deutsche Bank: European-headquartered global bank with Wealth Management, Investment Bank, and Asset Management divisions offering Swiss private banking and cross-border wealth services comparable to Credit Suisse's franchise.
• Julius Baer: Swiss-headquartered pure-play wealth manager; a natural beneficiary of credit Suisse client attrition and a direct competitor for the same Swiss and international HNW segments.
• Morgan Stanley: Operates a similarly integrated wealth management and institutional securities model, with strong focus on high-net-worth and ultra-high-net-worth clients—directly comparable to Credit Suisse's wealth franchise.
• HSBC Holdings: Global universal bank with strong wealth management, private banking, and investment banking businesses, particularly in Asia and EMEA; directly competes with Credit Suisse for cross-border HNW and ultra-HNW clients.
• Barclays: UK-listed global bank with Private Bank, Investment Bank, and Asset Management divisions serving HNW and institutional clients across geographies comparable to Credit Suisse's footprint.
• Pictet Group: Swiss private bank and asset manager offering wealth management and institutional asset management services; comparable to Credit Suisse's core private banking and AM franchises.

Broad incumbents

• JPMorgan Chase: Largest US universal bank with wealth management, investment banking, and asset management businesses that overlap with Credit Suisse's offerings, though operating at much larger scale and serving a broader mass-affluent base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks4 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Credit Suisse