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Credit Suisse Product Risk Categorization (PRC)

Credit Suisse offers comprehensive support for the investment suitability process in private banking.

Regulatory pressures affect the advisory process of banks. Credit Suisse’s PRC can be used in a client-friendly and transparent suitability assessment from product to portfolio. The methodology is adapted to private banking clients, resulting in a comprehensible risk indicator enabling a consistent comparison between different asset classes. Enhance your core advisory competencies with PRC, a service developed with Credit Suisse expertise.

Credit Suisse PRC

This risk assessment constitutes an important basis for the suitability test within the client advisory process. The PRC can be used to examine whether the client can bear the financial risks associated with the investment product and to identify suitable products from a large product universe.

Business impact

Perfomance

Your assets will be invested in line with your needs and preferences according to scientifically-based investment strategies with a proven track record of above-average returns.

Security

Our investment platform meets the most stringent security standards, and we work with well-known partners across the board. Your personal data are processed and securely stored in Switzerland.

Efficiency

You receive as much advice and support as you want. Your assets are managed via a simple, transparent and secure web platform. Unnecessary costs are avoided.

Personalized

Be it cost-effective passive, risk-return optimization or potentially rewarding active strategies, Descartes tailor the investment strategy and advisory processers to the client’s ideas and convictions.

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