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.
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.
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.
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.
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.
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.
Travel back with us over the 140 years of history that have shaped our tradition of excellence and our international reach.
At Indosuez Wealth Management, our way of doing things is defined by our own story and the stories that have shaped who we are today, as well as by our human dimension, our sense of responsibility and perspective.
Who we help
Helping to protect and grow your fortune, generate income and pass on your wealth...
Who we help
Wealth management solutions to structure both your personal and professional assets
A responsible company
So you can be sure that the decision to put your trust in us was the right one, we place great importance on managing risks.
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140 years of wealth management experience, Indosuez Wealth Management has formed a certain idea of how investments should be made.
This idea is based on putting the client's interests first, prudence, transparency, and simplicity.