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INDOSUEZ


WEALTH MANAGEMENT

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‹›



HEADLINES

19.03.24

Corporate


INDOSUEZ WEALTH MANAGEMENT, OPENS A BRANCH IN PORTUGAL

Lisbon, 19 March 2024 - As part of the expansion of its activities into new
European markets, Indosuez Wealth Management has strengthened its presence in
the Iberian Peninsula by opening a branch in Lisbon.


06.03.24

Interview


[#EXPERTSTALK] 2024: A RECORD YEAR FOR EQUITIES?


04.03.24

Monthly House View


NO LANDING ?


28.02.24

Market Views


LAUNCH OF BANKING INSIDER, A NEW INDOSUEZ PODCAST


22.02.24

Market Views


NO TIME TO LAND


13.02.24

Events


CFM INDOSUEZ AND THE COMPAGNIE DES BALLETS DE MONTE-CARLO RENEW THEIR COMMITMENT


31.01.24

Monthly House View


THE YEAR OF THE WOOD DRAGON


25.01.24

Corporate


CA INDOSUEZ WEALTH (ASSET MANAGEMENT) CELEBRATES ITS 10TH ANNIVERSARY IN 2024


22.01.24

CSR


INDOSUEZ PEOPLE & PLANET'S MANAGEMENT MANDATE OBTAINS THE LUXFLAG


Find out more


HERE
FOR YOU


“ARCHITECTS OF WEALTH”

We provide our clients with expert advice and premium services to create
appropriate wealth structures and investment solutions.


THINK ABOUT TODAY, PREPARE FOR TOMORROW

Organise and structure your wealth.

Learn more


MANAGE YOUR ASSETS WITH EXPERTISE AND CONVICTION

Our specialised services and innovative offers for diversifying your wealth.

Learn more


CREATE MEANING

Creating the world of tomorrow, merging public and personal interest.

Learn more


AN EXCEPTIONAL EXPERIENCE

Build a close and trusting relationship.

Learn more



A PARTNER WITH MULTIPLE EXPERTISES

We serve a diverse client base. Each of our clients has unique expectations that
require customised solutions.

Learn more


FAMILIES AND ENTREPRENEURS

Our experts support private clients, families and entrepreneurs. We help them to
create, manage, protect and pass on their wealth using a comprehensive
customised and international approach.


FAMILY HOLDINGS

Ultra-high net worth individuals and family holdings have increasingly
sophisticated needs which are constantly evolving. Indosuez group and
CACIB entities have the expertise required to support them.


INSTITUTIONALS AND CORPORATES

In addition to Wealth Management, our teams offer high-added-value solutions to
a clientele of large corporations, financial institutions, corporate foundations
and associations.


EXTERNAL WEALTH MANAGERS

As a natural partner of those who meet the most sophisticated needs of their own
private clients, we work with a number of Family Offices and independent
investment management companies.


BANKING TECHNOLOGY

Azqore, a subsidiary of CA Indosuez specialising in banking outsourcing, is a
key player in supplying back office services and information technology for
Private Banks.


ABOUT US




COMBINING INTERNATIONAL HERITAGE AND EXPERTISE

For over 145 years, our Bank has grown alongside the entrepreneurs and families
we advise around the world. Our history combines with our expertise to give us
our distinctive positioning.

Our history


CULTIVATING OUR CLIENTS’ TRUST OVER TIME

Our raison d’être, “Working every day in the interest of our customers and
society”, guides our actions and gives meaning to our strategy, allowing us to
earn and retain our clients’ trust over time.

Our raison d’être


PLACING RESPONSIBILITY AT THE HEART OF OUR BUSINESS MODEL

Our commitment to CSR, philanthropy and compliance are drivers of continued
progress, adding to our singular positioning and our excellence in relationship
banking.

Our CSR commitment


INDOSUEZ WEALTH MANAGEMENT GROUP

at 31/12/2023
3,000
employees
10
locations
€135.1 bn
assets under management


OUR INTERNATIONAL NETWORK

You can access the full breadth of our expertise from the main financial centres
around the world.

Region Americas Asia Pacific Europe Middle East Oceania
Belgium Brazil France Hong Kong (SAR) Italy Lebanon Luxembourg Monaco New
Caledonia Singapore Spain Switzerland United Arab Emirates
Location
Validate


OUR INTERNATIONAL NETWORK

You can access the full breadth of our expertise from the main financial centres
around the world.

2
8
2



Leaflet | Tiles © Esri — Esri, DeLorme, NAVTEQ

Your wealth is unique and it requires solutions tailored to your individual
needs. Our experts are there by your side day after day.

Contact us
 * 
 * 
 * 
 * 
 * 




ARCHITECTS OF WEALTH

HEADLINES

 * News
 * Expertise
 * Social media

HERE FOR YOU

 * Families and entrepreneurs
 * Family holdings
 * Institutionals and corporates
 * External wealth managers
 * Banking technology

DISCOVER US

 * Our key figures
 * Our global network
 * Our raison d'être
 * Our history
 * Our governance
 * Our commitment
 * Ethics and compliance
 * Our career opportunities

HEADLINES

 * News
 * Expertise
 * Social media

HERE FOR YOU

 * Families and entrepreneurs
 * Family holdings
 * Institutionals and corporates
 * External wealth managers
 * Banking technology

DISCOVER US

 * Our key figures
 * Our global network
 * Our raison d'être
 * Our history
 * Our governance
 * Our commitment
 * Ethics and compliance
 * Our career opportunities

Click here for our Indosuez mobile app
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©2024 CA Indosuez

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