Advisory and Direct Access

If you want to retain control of your financial assets and receive exceptional support, with or without advice, Indosuez Wealth Management is there to help.
With or without advice, as you prefer.

Advisory, supporting your investment choices

If you are interested in finance and want to make your own decisions about your financial assets, but - like any manager - you want to be supported, with global advice, premium research, expert ideas and solutions, and you want your instructions to be executed in the best possible conditions,  then Indosuez Wealth Management's Advisory service is for you.

 

EXPERT ADVICE

With this service, you will receive support from your Senior Banker and the combined expertise of our Advisory team.                                                                                                                                      

These financial market specialists will share their expert knowledge of the different asset classes (equities, bonds, commodities, and all the corresponding derivative instruments) on the world's main markets.

 

PROACTIVE RELATIONS

Our Advisory teams will regularly propose investment strategies and ideas based on our global research and your personal profile and aspirations.  You will also regularly receive targeted publications produced by our teams, reflecting our vision of the markets and providing useful insights to aid you in your investment decisions.

 

GLOBAL ADVICE AND SUPPORT

While you make the final investment decisions at all times, your Senior Banker will deliver personalised advice tailored to your risk profile, investment horizon, and goals.

They will closely monitor your portfolio, paying particular attention to its asset allocation, risk level, and changes to its composition. This watchful eye is particularly useful in times of market volatility.

 

OPERATIONAL EXCELLENCE AROUND THE GLOBE

Our Advisors have a direct link to the financial markets around the world and will ensure best-of-breed, accurate, rapid order execution across all time zones from most countries.

 

Direct Access - trade directly on the markets

Some clients want to trade directly on the markets, with direct access and careful, rapid, accurate execution of their instructions, without being advised.

Indosuez Wealth Management allows them to trade on the listed or OTC equity, bond and derivatives markets in each of our major locations.

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