A CAREFULLY-SELECTED RANGE OF INVESTMENT FUNDS

Indosuez Wealth Management selects a diversified range of in-house and third party investment funds for its clients.
The chosen funds share qualities that meet our strict selection criteria over time.

To allow our clients to build a diversified portfolio, we offer a wide range of investment funds covering all asset classes (equities, bonds, money markets, etc.) and using different investment methods (index, sector or theme-based funds, etc.).

 

In-house management tailored to your needs

We offer a range of exclusive funds covering many investment themes. These funds are hand-picked by our own investment management companies because they match our convictions and meet our clients' investment requirements. Equities, bonds, money market instruments - all the major asset classes are covered. We also select funds managed by Amundi - Europe's leading asset manager, and part of Crédit Agricole Group.

 

An additional selection from the best available sources 

We also have an open architecture environment so we can provide our clients with a limited selection of around 300 investment vehicles managed by 50 of the world's top investment management companies. This allows us to offer diversification opportunities and gives our clients a point of entry to markets, regions, or areas of expertise that are otherwise difficult to access.

 

A meticulous process 

Our strict selection process reflects our commitment to excellence and prudence. Indosuez Wealth Management strives to be a partner for its clients. We apply very strict selection and follow-up criteria and perform proprietary pre-selection analyses and audits and detailed follow-up reviews. Our pre-selection audits include quantitative and comparative performance and risk analyses and qualitative assessments including meetings with fund managers. We regularly review the chosen funds and analyse their portfolios to ensure that their management is stable and that they observe their investment rules. 

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