Credit Suisse Launches Customised Investment Mandate for Charitable Foundations Domiciled in Switzerland, Matches Purpose & Values with Investment Requirements
13th May 2022 | Hong Kong
Credit Suisse has launched a new customised investment mandate for charitable foundations domiciled in Switzerland, matching the foundation purposes and values with investment requirements such as sustainability. Credit Suisse: “Around 14,000 charitable foundations based in Switzerland. Per capita, the country therefore has one of the highest concentrations of tax-exempt institutions in the world.” Credit Suisse (Switzerland) CEO André Helfenstein: ”Switzerland is a global center for philanthropy. I’m delighted that our new offering will provide even greater support for charitable foundations as well as facilitate the work of many trustees. Our offering enables the pursuit of a charitable purpose through sustainable investment. It’s a win-win solution.”
“ Credit Suisse Launches Customised Investment Mandate for Charitable Foundations Domiciled in Switzerland “
Foundations face an increasingly challenging environment
Credit Suisse: Amid a difficult economic environment, foundations are likewise unable to avoid factors such as low interest rates and the resulting detrimental effect on their investment income as well as on the sustainability of their activities. Asset management is therefore accorded special attention. “Having the right investment strategy is more essential than ever to ensure foundations can maintain their activities and optimize their impact,” says Isabelle von Jeinsen, Head of the Competence Center Charitable Foundations at Credit Suisse. “For a long time, many charitable foundations tended to take a fairly passive approach to asset management. It is only due to challenging circumstances that awareness of a more active, progressive approach to financial matters has developed. We seek to build trusting relationships with our clients, with the emphasis not only on financial expertise but also on shared values and a common vision.”
Credit Suisse: A long-standing tradition in philanthropy
Credit Suisse: Credit Suisse has been committed to charitable foundations for over 20 years. Thanks to the many years of experience and expertise of its in-house specialists, the bank is ideally positioned to help foundations pursue their goals in an optimum manner. Launched in 2019, the Competence Center Charitable Foundations is a key element of the bank’s philanthropy offering and supports founders as well as trustees throughout a foundation’s life cycle. In collaboration with other experts within the bank, the team works to further develop Credit Suisse’s position in this area.
Credit Suisse
Credit Suisse is one of the world’s leading financial services providers. Our strategy builds on Credit Suisse’s core strengths: its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets, while also serving key developed markets with an emphasis on Switzerland. Credit Suisse employs approximately 51,030 people. The registered shares (CSGN) of Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at www.credit-suisse.com.
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