Credit Suisse Private Banking：競合のプロファイル

世界的なパンデミックの中、Credit Suisseの営業収益は、特にSUB、IBCM、IWMにおける純収益の低さを理由に、2020年第1四半期には2019年第4四半期と比較して6.7％減の59億6,800万ドルとなりました。しかし、感染率の鈍化に伴い、2020年第2四半期の収益は2020年第1四半期と比較して7.2％増の64億ドルとなりました。ただし、2020年第2四半期の増収は2020年第3四半期に相殺され、2020年第3四半期の同グループの営業収益は2020年第2四半期と比較して16.1％減少しています。

Credit Suisseは、スイスのチューリッヒに本社を置く銀行です。約50か国の個人、企業、機関にプライベートバンキングとウェルスマネジメント、コーポレートバンキング、投資銀行、リテールバンキングのサービスを提供しています。2019年12月31日現在、3,540人のリレーションシップマネージャーをまとめて雇用している3つの地域部門を通じてプライベートバンキングサービスを提供しています。

当レポートは、Credit Suisse Private Bankingについて調査しており、業務の包括的な分析、運用資産（AUM）に関する主なデータ、企業の戦略と財務実績に関する洞察、製品の革新とマーケティング活動、顧客のターゲティングとサービスの提案などの情報を提供しています。

目次

目次

• エグゼクティブサマリー
• 戦略
• 財務実績
• 顧客と製品
• マーケティングと広告

付録

Credit Suisse is a global bank headquartered in Zurich, Switzerland. It provides private banking and wealth management, corporate banking, investment banking, and retail banking services to individuals, corporations, and institutions in approximately 50 countries.

This report provides a comprehensive analysis of Credit Suisse's private banking and wealth management operations. It offers insights into the company's strategy and financial performance, including key data on assets under management (AUM). Customer targeting and service propositions are covered, as are product innovation and marketing activities.

Scope

• While Credit Suisse has a global presence, Switzerland remains its key market with 1.5 million private clients. The bank is also focusing on Asia-Pacific and Europe growth by introducing new office locations, hiring additional relationship managers, and developing digital banking services.
• Credit Suisse has been investing in digital platforms for financial advisors and clients. It is continuously upgrading its digital platforms to enhance the client experience. In 2020, it launched digital banking services CSX and CSX Young and is working on the continuous expansion of services provided by these apps, enabling clients to access banking and personal advisory services through a single digital interface.
• Although Credit Suisse was one of the few banks to have weathered the global financial crisis well, the bank has recently been embroiled in multiple international investigations involving tax evasion, money laundering, and fraud, which have led to layoffs, cost-cutting, and the downsizing of its investment business. As of February 2022, the company has paid more than $4.2 billion in fines and settlements.

Reasons to Buy

• Examine the financial performance, key ratios, and AUM growth of Credit Suisse and its Private Banking division and benchmark this competitor against other global wealth managers.
• Understand Credit Suisse Private Banking's current strategic objectives and their impact on its financial performance.
• Discover Credit Suisse Private Banking's key products and client-targeting strategies and examine whether these have been successful.
• Learn more about Credit Suisse Private Banking's marketing strategy, social media presence, and digital innovations.

Table of Contents

Table of Contents

• Executive Summary
• Strategy
• Financial Performance
• Customers and Products
• Brand-Building Activities

Appendix