Fraud Alert

Please be aware that the integration of Credit Suisse and UBS creates a unique opportunity for fraudsters to contact our clients purporting to be from our organization or selling fake investment schemes from our entities. This could be a means to get information from our clients or to trick clients into sending money to a new account. Please be vigilant if you are contacted by an unknown party. UBS and Credit Suisse entities will never contact you by email or telephone with new bank account details. Before transferring money or sharing personal details, please contact UBS (or relevant bank) by telephone. If you are already a client, please contact your UBS or Credit Suisse advisor.

Global custody structures

A consolidated overview of your investments

Do you need a flexible infrastructure that’s tailored to your investment requirements? We’ll help you design the best solution. This is based on the safe custody and efficient management of your assets within our global custodian network. All your partners, such as asset managers and brokers, can be flexibly integrated into this infrastructure.

Challenges

No consolidated investment overview of the total assets
Difficult compliance and risk monitoring
No consolidated performance calculation
Comparison of different asset manager

Solution

All assets centralized and safely kept
Excising relationships with 3rd party asset managers and brokers still persist
An overview of all investments and asset classes
Risk and performance controls easily performed

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Fraud Alert

Global custody structures

Challenges

Solution

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