Advisory Process Credit Suisse Private Banking

Slide 1: G loba l R oll-out of Advis ory P roc e s s in P riva te B a nking Da te : J une 07, 2007 P roduc e d b y: Andre a s Ite n, B us ine s s S c h ool P rod uc e d b y: A. Ite n , R HLP 1 Da te : J une 2 007 S lid e 1

Slide 2: Th e Advis ory P roc e s s – Clie nt Advic e in five S te ps 1. Ne e ds analysis 2. Financial co nce pt Your needs and objectives come Using the results of the needs under the spotlight in a analysis, we draw up a professional investment personalized financial concept consultation with your relationship together with you. manager. 5. Imple me ntatio n 3. Inve sto r pro file Find out your personal risk Credit Suisse Private Banking profile so that you can make provides professional support in the right investment decisions. implementing your selected strategy and managing your assets. 4. Inve stme nt strate gy Based on your investor profile, your relationship manager will develop the appropriate investment strategy. P rod uc e d b y: A. Ite n , R HLP 1 Da te : J une 2 007 S lid e 2