Headlines

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.

[#ExpertsTalk] 2024: a record year for equities?

No landing ?

Launch of Banking Insider, a new Indosuez podcast

No time to land

CFM Indosuez and the Compagnie des Ballets de Monte-Carlo renew their commitment

The year of the Wood Dragon

CA Indosuez Wealth (Asset Management) celebrates its 10th anniversary in 2024

Indosuez People & Planet's management mandate obtains the LuxFLAG

Here
for you

A Bank of character and tradition

In Italy, for more than 50 years, families and entrepreneurs have entrusted us to manage, protect and transmit their assets. We provide them sustainable solutions suited to their situation, by providing them a subtle combination of excellence, experience and expertise.

“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.

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Manage your assets with expertise and conviction

Our specialised services and innovative offers for diversifying your wealth.

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Create meaning

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

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An exceptional experience

Build a close and trusting relationship.

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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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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

Indosuez in Italy

Active in Italy since 1958, our Bank is present in Milan, Rome, Padua and Turin. The expertise and experience of bankers based in the country providing their perfect knowledge of the local environment is rounded out by that of our numerous international experts. The depth of this expertise as well as privileged access to the skills of the Crédit Agricole Group, all of whose businesses are represented in the country, are distinctive assets of our network in the country.


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 in Europe (excluding France)

at 31/12/2022
597
employees
23%
solvency ratio
€38.7 bn
in assets under management

Our international network

You have access to all of our expertise from the major financial marketplaces throughout the world.

Milan
+39 02 72206.1

Piazza Cavour, 2 – 20121 Milano

Padova
+39 049 7841201

Via E. Filiberto di Savoia, 3 – 35137 Padova

Rome
+39 06 6976 1901

Via Jacopo Peri 1 – 00198 Roma

Torino
+39 011 23025.1

Via G. Bogino, 9 – 10123 Torino

Our international network

You have access to all of our expertise from the major financial marketplaces throughout the world.