Our stakeholder structures are aligned... We are a direct subsidiary of Crédit Agricole Corporate & Investment Bank, the group's corporate and investment banking arm, which in turn is owned by Crédit Agricole S.A.
Our operational structures are closely linked... Indosuez Wealth Management regularly collaborates with Crédit Agricole group's other business divisions which all have a potential service to offer our clients.
Since 1996, the year Indosuez joined Crédit Agricole group, our single shareholder, Crédit Agricole Corporate and Investment Bank (CA CIB), has worked tirelessly to help develop our activities and foster greater collaboration and interaction with other business divisions. In November 2011, it created Indosuez Wealth Management, bringing together all of Crédit Agricole group’s Wealth Management entities under one roof.
The Group is one of the largest retail banks in Europe, as well as the number one provider of financing to the French economy and the number one insurer in France. It is also the first bancassurer in Europe, the first European asset manager and the world’s second-largest provider of green financing.
Thanks to its universal banking model - where close relationships between its proximity banks and the specialist expertise of its different business divisions are the key - Crédit Agricole group is able to assist and advise its customers with their projects in France and around the world: insurance, real estate, payments, asset management, leasing and factoring, consumer credit, corporate and investment banking.
Serving 52 million customers worldwide, it also stands out on account of its distribution model, multi-channel customer-focused banking, and the efforts of its 138,000 employees, who make Crédit Agricole the Customer Relationship-based bank.*
As well as serving the economy, it also stands out for its dynamic and innovative corporate social responsibility policy which is based on a pragmatic approach that is shared by the entire group and engages each employee.
Indosuez Wealth Management fully subscribes to the same premise and actively contributes to Crédit Agricole group's "FReD" initiative projects, notably those that embody the notion of respect.
*(figures from 31 Dec. 2016)
Built on its strong cooperative and mutual foundations and led by its 9.3 million mutual shareholders and almost 31,000 directors of its Local and Regional Banks, Crédit Agricole’s organisational model gives it stability and staying power.
Indosuez Wealth Management is part of the Major Clients Business Division of Crédit Agricole group.
Headed up by Jean-Yves Hocher, Deputy Chief Executive Officer of Crédit Agricole SA and Chief Executive Officer of Crédit Agricole CIB, the Corporate Clients Business Division also includes the group's Corporate and Investment Bank (our stakeholder, Crédit Agricole CIB) and its institutional and corporate client services arm (CACEIS).
Our positioning is a natural fit given our stakeholder ties with Crédit Agricole CIB and our regular collaboration and interaction with its sister companies.
Indosuez’s global conception of its business as a Wealth Manager is one of the qualities that set it apart from its peers.
As well as our Structuring Wealth expertise and Investing Wealth solutions, we also offer clients a comprehensive range of Banking and Beyond services.
Precision banking, made-to-measure credit and philanthropic services make sure our clients benefit from the complete range of products and support they have come to expect from an establishment of our calibre.
As one of Europe’s top banking institutions, Crédit Agricole group makes sure its clients unlock their full potential, providing direct access to all of the expertise they need to succeed in their projects through the regional banks and divisions.
Today, we regularly work hand-in-hand with various group business lines, including:
Indosuez Wealth Management also collaborates closely with Crédit Agricole's 39 regional banks across France, which work with our teams on behalf of their wealthy clients. In absolute symmetry, we too consult them on a range of questions and issues. Given their unrivalled knowledge of France's local economic, social and cultural fabric, their assistance is invaluable should our clients wish to invest in a forest domain, in an exclusive property in a particular region or has an interest in acquiring vineyards. In this last domain, we also benefit from the expert advice of CA Grands Crus. Crédit Agricole's regional banks also work with us on certain lending solutions.
In fact, our collaboration has proven such a success that we are developing the same models across Europe, as is the case with Cariparma in Italy, for example.
See our approach to helping clients ensure their legacy lasts through a trilogy of highly-specialised services.
Key figures for CA Indosuez Wealth (Group) and the Wealth Management business at Crédit Agricole group.
Responsibility is one of the core values that make us who we are.
It governs our activities,
our relationships with our clients and our colleagues, and much more.
An avid explorer of new horizons, our 360 specialist entities around the world are a safe-haven of know-how and expertise.