Get the entrepreneur edge

From entrepreneur to investor

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

22 Aug 2023

Our entrepreneur and executive networks

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Solutions for your entrepreneur journey...

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

Every entrepreneur experiences highs and lows when managing their 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 and support you along the way.

Our solutions

  • Financial planning and advice
  • Wealth planning
  • Family governance
  • Global and Industry Insights: Expert advice, current geopolitical and 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
  • Networks & Connections

You could still lead the company for years. That’s the perfect time to create a succession plan.

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

  • Wealth planning and advice
  • Family advisory
  • Next generation and succession planning

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.

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.

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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.

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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

1 ÃÛ¶¹ÊÓƵ AG, parent company of ÃÛ¶¹ÊÓƵ Asesores México, S.A. de C.V. was rewarded "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2024.

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.

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Together, we can help you pursue your goals.
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