Information Density: Indosuez Wealth Management – Signal Evidence & AI Readability

[H1] INDOSUEZ
[H1] Wealth Management

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[H2] Headlines

09.06.26

[IMG: CIO PERSPECTIVES]

Market Views

[H3]
Central banks, inflation and macroeconomic outlook

Central banks face inflation, energy shocks and geopolitical uncertainty. Explore key trends and implications for investors in 2026.

11.06.26

Corporate

[H3]
1876-2026: Crédit Agricole celebrates 150 years of history in Switzerland

01.06.26

Monthly House View

[H3]
Global Tensions, New Colours: LATAM Focus

01.06.26

Monthly House View

[H3]
The new geography of inflation

28.05.26 - 17:54

Jacques Prost

Thank you, Bénédicte Chrétien, for putting pen to paper to highlight Indosuez Wealth Management’s commitment, particularly in Monaco, to ocean conservation and the development [...]

27.05.26

Structuring your Wealth

[H3]
Foundations: In Perpetuity or for a Limited Time?

26.05.26

CSR

[H3]
Press release: CFM Indosuez partner of the MBI and the BEFF 2026

18.05.26

[IMG: CIO PERSPECTIVES]

Market Views

[H3]
Trump-Xi Meeting: Reading between the lines

13.05.26

CSR

[H3]
First joint Activity Report of the Indosuez Foundations

Find out more

[H2] Here for you

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“Architects of Wealth”

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

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Think about today, prepare for tomorrow

Organise and structure your wealth.

Learn more

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Manage your assets with expertise and conviction

Our specialised services and innovative offers for diversifying your wealth.

Learn more

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Create meaning

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

Learn more

[H3]
An exceptional experience

Build a close and trusting relationship.

Learn more

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A partner with multiple expertises

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

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Private markets

Tiera Capital, Architects of Private Markets, has been a leading player in unlisted markets for over 20 years.

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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.

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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.

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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.

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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.

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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.

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About us

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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

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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

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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

[H3]
Indosuez Wealth Management group
at 31/12/2025

4,300

employees

15

locations

€233
bn
assets under management at 31/12/2025

[H3] Our international network

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

[H3] Our international network

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

[H1] Families and Entrepreneurs

[H3] Think about today, prepare for tomorrow

Organise and structure your wealth.

[H3] Our approach to fulfilling your ambitions

We conduct an in-depth analysis of your situation and your aspirations, then develop a personalised wealth strategy. We help you implement it as appropriate to your country and in compliance with local regulations. Then, we adapt and revise it in keeping with your evolving expectations, your environment and your geographic situation – including beyond the borders of your country of residence.

[H3] Entrepreneurs: seeing in two dimensions

Interests in one or more companies are a key component of your wealth strategy. Our wealth specialists and teams dedicated to supporting company leaders analyse the interactions between your private wealth and your business, then offer comprehensive advice.

[H3] Financing solutions to seize new opportunities

Bringing a personal project to fruition, resolving a wealth issue or developing your business requires the support of a trusted partner. Thanks to the strength of the Crédit Agricole group and our own capacity for action, our experts can support you in structuring personalised financing and complex credit solutions.

[H3] Wealth organisation and estate planning: a personalised, coordinated approach

Protecting and passing on your wealth can be complicated. Your situation is a combination of economic, social and family interests, sometimes in multiple locations, each with its own legal and tax considerations. The wealth experts at our offices work together to offer you an appropriate solution for organising your wealth.

[H3] Insurance: a core component of your wealth organisation

Life insurance is a preferred tool for managing, protecting and passing on your wealth. You can also use it to invest and diversify your assets to your advantage. Depending on your needs, your situation and your place of residence, we advise you to take out policies under French or Luxembourg law.

[H3] Manage your assets with expertise and conviction

Our specialised services and innovative offers for diversifying your wealth.

[H3] Our investment philosophy and expert support for investing your wealth

Our approach is based on common-sense principles: prudence and risk control, quality and transparency. We strive to ensure that our solutions are always right for your interests. Our approach aims to protect your assets and create value over the long term.Seizing an investment opportunity at the right time is a question of convictions and of experience with the market and its products. We have developed a full range of scalable services for you.

[H3] Our support services to meet your financial goals

With Discretionary Portfolio Management you delegate the management of your investments in line with your goals and the risk you are prepared to accept. You benefit from conviction-based management that is both active and reactive - perfectly attuned to your investor profile and your ambitions across a wide range of mandates.If you prefer to make your own decisions, our Investment Advisory Service gives you access to personalised recommendations from our experts about the major markets and asset classes.To supplement your Banker’s support, you will receive our regular publications and, in some locations, direct access to our trading floors.

[H3] Access to multiple asset classes and management budgets

You have access to all the traditional asset classes, including equities, bonds, forex, money-market investments and more. You benefit from the experience of our market experts working in our offices.We offer a comprehensive universe of investment funds, including traditional and alternative investment funds covering all asset classes, some of which are difficult for private investors acting alone to access. They are managed by the Group’s investment management companies or by recognised external managers, rigorously selected on the basis of an open-architecture principle.To meet your more sophisticated needs, we guide you in the creation and management of bespoke funds. You enjoy direct access to the fund manager so you can accurately monitor the decisions that are made.A true alternative to traditional financial investments, structured products promote the diversification of your wealth as befits your investment profile. These innovative solutions are comprised of several financial instruments, meaning not only can you generate returns over a given period, but also protect some or all of your invested capital.You also have the option of accessing the forex market and a selection of derivatives, depending on your investor profile and location.Our life insurance and endowment policies give you access to a broad and diversified universe made up of vehicles that are rigorously selected and monitored: euro funds, UCIs, structured products, bespoke funds, and more. So, you invest in different asset classes while helping to protect your loved ones and prepare your legacy.

Find out more

[IMG: produits structurés]

Focus

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Understanding structured products

Structured products boast many advantages, including strong convictions, sometimes offering capital protection, providing an alternative to investment funds in euros and making asset classes reserved for professionals accessible to all.

[IMG: L]

Focus

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Gold – a safe haven investment

At more than $1,500/oz, gold is breaking new records. Gold serves many purposes – it is a symbol of wealth and prosperity, an exceptional industrial component, the subject of speculation and a safe haven investment.

[H3] Our solutions for diversifying your wealth and seizing new opportunities

Whether you are searching for an additional income stream, or guided by a desire to diversify your wealth through tangible investments, our exclusive solutions selected by our teams of experts give you those opportunities.Currencies and precious metals are asset classes decorrelated from other financial investments. However, understanding their volatility and seizing the best opportunities does require real expertise. Our teams will provide you with expert advice to help you get your bearings in this vast market.To make your investments more entrepreneurial, we will help you build your customised, diversified Private Equity portfolio in keeping with your investment profile. With a history of solid performance, our specialised team gives you the opportunity to access the best medium- and long-term opportunities in these unlisted assets in North America, Europe and the Asia-Pacific region.Real estate equals wealth and can be an important source of diversification and returns. Whether you want to meet your residential needs or an investment target, our teams can bring Crédit Agricole group’s multiple skill-sets together to support you in your real estate transactions in many locations.Your artworks and collections are an integral part of your wealth. While often guided by the emotion and passion sparked by the works, these acquisitions can also be excellent investments. Our experts and external partner network can assist you in appraising and managing your artistic assets.

Focus

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A methodical and thematic approach to investing differently in equities

Nicolas Gazin, Head of Equity Management, and Michel Bourgon, Manager of the Indosuez Funds America Opportunities Fund at CA Indosuez Wealth (Asset Management), present their in-house quantitative stock selection model and their thematic approach to equity investments.

[IMG: Private Equity]

Focus

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Understanding Private Equity

Private Equity involves investing for a period of 3-10 years in private non-listed companies at different stages of their development in order to develop and/or improve their performance.

[H3] Create meaning

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

[H3] Get involved, with the support of our Philanthropy experts

Helping to meet the environmental and societal challenges of our time, by innovating and creating a sustainable impact, requires special expertise. We offer you full support – from structuring your philanthropic vehicle to investing. You will benefit from the experience of our own foundations – a vital asset in designing and implementing your project.

[H3] Choosing responsible investing and social-impact investing

In an effort to reconcile economic performance with societal impact, we have launched an offer in support of a more sustainable development and a more responsible economy. Thematic management is one of its main components. It is inspired by the major trends that are transforming our societies and economies in the long run, independently of economic cycles and conditions. These include demographic and social shifts, major economic transformations, technological breakthroughs and environmental challenges. To meet the expectations of our clients seeking to create meaning and allow them to benefit from new growth opportunities, we have designed investment approaches which are centred around these themes in our mandates. The aim is also to generate long-term returns through a strategy that complements more traditional ones consisting in allocating by asset class, sector or geographic area.Find out more in the videos below. We also propose investments that meet environmental, social and governance (ESG) criteria or create a positive impact.
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We apply Crédit Agricole group’s sectoral policies in all our selection and management processes. They are a testament to our drive to integrate civic issues into our business, particularly human rights, climate change and biodiversity conservation.Our commitment to society produces conclusive and recognised results. Our parent company, Crédit Agricole CIB, received the 2019 "Green Bond Pioneer Award" as the top green bond arranger from the Climate Bonds Initiative, solidifying its global leadership as an arranger of green, socially responsible bonds on the market. Crédit Agricole group is also a leader in financing renewable energy projects in France.

[IMG: Earth | Environment | ESG]

Focus

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Investment focused on Environment and Social themes

Delphine Di Pizio-Tiger, Indosuez Gestion CEO, and Nicolas Bruchet, Fund Manager at Indosuez Gestion, present a management approach aiming to meet the global challenges of sustainable development and responsible economy while seizing new growth opportunities.

[IMG: Globe | World | Earth]

Focus

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Investment focused on major long-term trends

Vincent Manuel, Indosuez Wealth Management Chief Investment Officer, and Marco Paolucci, Head of Investment Management - Europe, Indosuez Wealth Management discuss the investment strategy designed around long-term trends that are transforming our world.

[H3] An exceptional experience

Build a close and trusting relationship.

[H3] Day-to-day attention

Human relationships are our top priority. Beyond our capacity to orchestrate numerous experiences, our ambition is to listen closely to your needs in order to offer you excellent service and build your trust.

[H3] A digitally enriched but resolutely human approach

Our e-banking and mobile app (available in some locations) make it easier to track your assets at any time, anywhere in the world. Our digital solutions extend your relationship of trust with your Wealth Manager.

Find out more

[H3] Accessing the Villages by CA network

We are partners of the Villages by CA, Crédit Agricole group’s business accelerators that bring start-ups and businesses together. Whether you are the head of a start-up or an entrepreneur making innovation the focus of your strategy, we support you in your projects with the help of our experts and dedicated events facilitating networking and innovative discoveries.

[H3] Special occasions

Because your concerns, your centres of interest, and your commitments go beyond your wealth, we organise events that allow you to meet, learn from and talk to talented leaders and experts from a broad range of backgrounds.

[H3] Publications for exploring, sharing and delving deeper

In our regular publications, we share our experts’ clarifications and convictions. They are primarily dedicated to wealth-related issues and also cover topics to inform your decisions.

[H3] A comprehensive network of skills

With our teams to guide you, you have access to all of Crédit Agricole group’s business lines and centres of expertise (Amundi, Corporate & Investment Banking, etc.). You get premium access to extensive skills, services and solutions to meet your needs, no matter how simple or sophisticated they are.

[H1] Expertise

Structuring your Wealth

Market Views

Monthly House View

Global Outlook

Focus

Structuring your Wealth

Market Views

Monthly House View

Global Outlook

Focus

09.06.26

[IMG: CIO PERSPECTIVES]

Market Views

[H3]
Central banks, inflation and macroeconomic outlook

04.06.26

Focus

[H3]
Tiera Capital's data-driven approach to private markets

01.06.26

Monthly House View

[H3]
Global Tensions, New Colours: LATAM Focus

01.06.26

Monthly House View

[H3]
The new geography of inflation

27.05.26

Structuring your Wealth

[H3]
Foundations: In Perpetuity or for a Limited Time?

18.05.26

[IMG: CIO PERSPECTIVES]

Market Views

[H3]
Trump-Xi Meeting: Reading between the lines

06.05.26

Structuring your Wealth

[H3]
Inheritance, transmission, transformation: The New Wealth Equation

30.04.26

Market Views

[H3]
Energy Security and Financial Markets: What Impact on Our Investment Strategy?

28.04.26

[IMG: image of earth as seen from the moon]

Monthly House View

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Mission Control

22.04.26

Market Views

[H3]
How Evergreen solutions solve the liquidity challenge

17.04.26

Structuring your Wealth

[H3]
How the New Generation Is Reshaping Wealth Allocations ?

01.04.26

[IMG: Managing Risk in a Disrupted yet Resilient Cycle]

Monthly House View

[H3]
Managing Risk in a Disrupted yet Resilient Cycle

More content

[H1] Career opportunities

[H3] Our strengths

The combination of our expertise and our values single us out.

[H3] Realise your full potential

The men and women at Indosuez have many career opportunities that arise from our wide range of businesses and expertises, our geographical reach and our position within Crédit Agricole group.Our international culture stimulates a cross-disciplinary approach and fosters innovation, combining with our human scale to empower our employees and nurture their entrepreneurial spirit.To achieve their goals, our employees receive personalised support and benefit from individual and collective personal development programmes.

[H3] Bringing together all Wealth Management expertise

Our multi-disciplinary teams cover six complementary types of business: Client relationsExpertiseSupport functionsRisk, compliance and internal controlBanking transactionsInnovation and digitalOther business lines

[H3] Nurturing diversity

Indosuez’s teams come from around fifty different locations and they are unique in terms of their diversity and broad range of cultures. We ensure we build on this strength and we also encourage gender equality in all our offices.

[H3] Cultivating our raison d’être

Our raison d’être, “Working every day in the interest of our customers and society”, is shared by each and every one of our employees. It reflects their commitment, guides their actions and boosts their sense of pride in being part of our Group. They put your interests first and cultivate excellence in client relations by being close by, easily available and discerning.They are personally and collectively committed and incorporate social and environmental concerns in their daily work by contributing to the development of their local regions and organising charitable initiatives. Find out more about our raison d’être

[H3] Our businesses

Our experts in many different areas build our identity as a universal wealth management bank.

[H3] Client Relations

Our Wealth Managers and their assistants are our clients’ main points of contact. They have intimate knowledge of each client’s background, personal situation and plans in terms of their wealth management, business, personal affairs and family.The Wealth Manager has a comprehensive view of clients’ requirements and coordinates the bank’s experts to meet these needs while ensuring the quality of the transactions and services provided.

[H3] Expertise

The advice we provide to our clients is based on our experts’ deep-rooted convictions. Our highly specialised experts cover a wide range of businesses, essentially in wealth and financial structuring and investment solutions. They work alongside our Wealth Managers to search and develop high value added tailored solutions that meet our clients’ most sophisticated requirements.

[H3] Wealth Structuring

Our Wealth Managers call on our wealth engineers and our experts in legal and tax matters, accounting, finance, estate planning and philanthropy to build a tailored wealth strategy adapted to each client’s international and local context.

[H3] Investment Solutions

Teams in our different offices work together in perfect harmony and with an open architecture approach to prepare a range of services and products that meet the needs of all our clients. These teams are active in Discretionary Portfolio Management, Investment Structuring, Life Insurance, Investment Funds, Foreign Exchange and Precious Metals, Structured Products, Private Equity, Real Estate, Corporate Finance, Art and Philanthropy.

[H3] Financing

Our clients receive expert financing advice to help them achieve their plans and prepare for the future. Our dedicated teams work closely with the Group’s specialised business lines to offer tailored solutions.

Find out more

[H3] Risk, Compliance and Internal Control

Our Compliance specialists ensure we observe the regulations applicable to our activity in all our offices. Risk Management teams check that our commitments are appropriate while our Permanent Control teams verify that internal standards and procedures are followed.

[H3] Banking transactions

Wealth Management requires high-performance banking services. Indosuez therefore includes banking transaction and process specialists to guarantee execution quality on a daily basis.Our subsidiary Azqore, which boasts a solid reputation for its expertise in banking back office and IT services, provides these services to around twenty private banks outside Crédit Agricole Group under outsourcing agreements.Find out more >

[H3] Innovation and digital

Innovation lies at the very centre of the digital transformation of our business. It is focused on three key areas: the client experience, the employee experience and operational efficiency.Our digital specialists are passionate about their work. With their in-depth knowledge of our activities, they oversee and coordinate far-reaching projects and ensure that all employees become involved in the digital transformation.

[H3] Other business lines

With their close relationship with client-facing teams, the Marketing, Communications, Legal, Human Resources and IT functions create value for everyone and constantly anticipate change.They also foster cross-business cooperation and ensure consistency throughout Indosuez group, while respecting each office’s individual features. Their mission is to foster synergies, optimise processes in line with the highest standards on the market while constantly enhancing operational efficiency and client satisfaction.

[H3] Join us

Throughout the world, grow your talent within a leading universal Wealth Management Bank.

[H3] Students

Every year, we offer long-term internships, apprenticeships and French VIE international internship programmes in all our business lines in France and around the world. We select talented individuals from various backgrounds, preferably with quality work experience.

[H3] Graduates

We offer graduates stimulating, competitive opportunities and long-term career prospects in all banking sectors in France, Europe, or worldwide.

[H3] Experienced professionals

We hire high-level, committed professionals seeking to pursue their career in an international Wealth Management institution.If you are interested in one of our opportunities, we will be pleased to hear from you.Apply >