Indosuez Wealth Management is the global wealth management brand of Crédit Agricole Group, ranked 10th largest bank in the world based on balance sheet (The Banker 2022).

With more than 145 years of experience serving families and entrepreneurs around the world, Indosuez Wealth Management offers a tailored approach that enables our clients to protect and develop their wealth according to their aspirations. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and professional assets.

Recognised for its international dimension and human scale, Indosuez Wealth Management employs nearly 3,000 people in 10 locations around the world, in Europe (Belgium, France, Italy, Luxembourg, Monaco, Spain and Switzerland), Asia-Pacific (Hong Kong SAR, New Caledonia and Singapore) and the Middle East (United Arab Emirates).

With 130 billion euros in assets under management (as of 31/12/2022), Indosuez Wealth Management is one of the world's leading wealth management companies.

The Indosuez Wealth Management network is represented in Monaco by CFM Indosuez Wealth Management, the Principality’s leading bank. Its roots go back to 1922, the year it was founded by major Monegasque families, some of whom still hold nearly 30% of its capital.
In 2022, CFM Indosuez Wealth Management celebrated its 100th anniversary and was voted the best bank in the Principality by the international magazine Global Finance for the sixth consecutive year.

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Banking

Finance

Indosuez Wealth Management

Indosuez Wealth Management's headquarters in Paris, France

This department manages discretionary investment portfolios and strategies to optimize client returns.

Discretionary Portfolio Management

This department focuses on providing personalized financial planning and investment strategies to help clients grow and manage their wealth.

Wealth Management

The Human Resources team at Indosuez Wealth Management is responsible for recruiting, developing, and retaining top talent across the organization. The team oversees compensation and benefits, talent management, employee experience, and learning and development, ensuring that the company's nearly 3,000 employees across 10 locations are supported. They work to align HR strategies with business goals, fostering a culture of excellence and innovation within the global wealth management brand of Crédit Agricole Group.

Human Resources

This department oversees the planning, execution, and completion of projects to ensure they meet organizational goals and deadlines.

Project Management

This department provides advisory and management services related to investments, assisting clients in making informed financial decisions.

Investment Services

This department focuses on managing and supporting client interactions and services to ensure client satisfaction and effective service delivery.

Client Services Management

This department oversees adherence to regulatory standards and manages anti-money laundering efforts within the organization.

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People (5)

Jobs (0)

Other teams

Wealth Management

Human Resources

Project Management

Investment Services

Client Services Management

Compliance and AML

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People (5)

Jobs (0)

Other teams

Wealth Management

Human Resources

Project Management

Investment Services

Client Services Management

Compliance and AML

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