Indosuez Wealth Management | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Other
Keywords & Focus Areas
Indosuez Wealth Management
Overview
Indosuez Wealth Management is the global wealth management brand of the Crรฉdit Agricole Group, a major banking institution with a history spanning over 150 years. The company has evolved through significant mergers, including the formation of Banque Indosuez in 1975. Since becoming part of Crรฉdit Agricole in 1996, it has established itself as a prominent player in private banking and wealth management, with a strong international presence.
The firm provides a wide range of services tailored to high-net-worth individuals, families, entrepreneurs, and professional investors. These services include customized financial advice, investment solutions, fund servicing, and specialized banking services. With over 4,500 employees across 16 territories, Indosuez Wealth Management operates in key financial centers in Europe, Asia-Pacific, the Middle East, and Canada. As of the end of 2024, the company managed โฌ215 billion in client assets, positioning it among Europe's leading wealth management firms.
Basic Information
| Industry | Banking |
|---|---|
| Founded | 1858 |
| Revenue | 207.7M |
| Headquarters | 17 Rue du Docteur Lancereaux, Paris, Ile-de-France 75008, France |
| Languages | English, German, Spanish, French, Italian, Portuguese |
| Parent Organization | Crรฉdit Agricole CIB |
Contact Details
- Phone: +33 1 40 75 62 62
- Website: ca-indosuez.com
- LinkedIn: linkedin.com/company/indosuez-wealth-management
Key Focus Areas & Initiatives
- Private debt
- Private banking
- Wealth management technology
- Client advisory
- High-net-worth individuals
- Wealth preservation
- Financial expertise
- Market research
- Institutional clients
- Financial services
- Family office
- Client relationship management
- Wealth advisory
- Trust services
- Bespoke wealth solutions
- Client communication
- Client reporting
- Private equity funds
- Asset allocation
- Banking services
- Portfolio management
- Sustainable finance
- Wealth structuring
- Digital client portals
- Private market access
- Wealth transfer
- Client relationships
- Cross-border wealth
- Other financial investment activities
- Wealth transfer strategies
- Investment advisory
- Asset protection strategies
- Global network
- Client support
- Financing solutions
- Asset protection
- Wealth structuring expertise
- ESG criteria
- Digital platforms
- Asset diversification
- Asset management platforms
- Client assets
- Cross-border estate planning
- Heritage
- Private banking innovation
- Succession planning
- Investment solutions
- Family holdings
- Family office services
- Asset management
- Private debt funds
- International presence
- Banking technology
- Responsible investing
- Digital wealth solutions
- Private markets
- Digital banking
- Investment strategies
- Digital onboarding
- Heritage banking
- Private markets investments
- Financial planning
- Customized solutions
- Digital asset management
- Asset growth
- Client trust
- Long-term wealth creation
- Investment management
- Fund administration
- Customized investment mandates
- Alternative investments
- Financial advisory
- Asset structuring
- Regulatory compliance
- Sustainable development
- Financial innovation
- Estate planning
- Client-centric banking
- Cross-border banking
- Wealth management analytics
- Private client services
- Wealth planning tools
- Sustainable investing
- Family wealth succession
- Digital solutions
- Wealth management
- Risk management
- Client experience enhancement
- Fund servicing
- Private equity
- Consulting
- Long-term investment
- International asset management
- Customized wealth strategy
- Institutional investors
- Corporate finance
- Philanthropy
- Impact investing
- Insurance solutions
- Discretionary portfolio management
- Structured products
- Real estate investments
- Tax optimization
- Cross-border wealth strategies
- Alternative investment management
- Investment advisory services
- Market insights
- Sustainable investments
- Ethics and compliance
- CSR commitment
- Ultra-high-net-worth individuals
- Investment funds
- Equity management
- Bond investments
- Forex trading
- Money market investments
- Cultural assets management
- Treasury management
- Client portfolio diversification
- Investment research
- Global wealth networks
- Financial security
- Finance for entrepreneurs
- Investment risk control
- Bespoke fund management
- Customized financing solutions
- Finance
- Financial consulting
- Management consulting
- Sustainability
- Environmental services
- Renewables & environment
- Law practice
- Legal services
- Venture capital & private equity
- Real estate
Technologies Used
- AI
- AT Internet
- Google Play
- Microsoft Office 365
- Mobile Friendly
- Ruxit
- SendInBlue
- reCAPTCHA