FAMILY OFFICES & EXTERNAL MANAGERS

As a natural partner of those who meet the most sophisticated needs of their own private clients, Indosuez Wealth Management works with a number of Family Offices and independent investment management companies.
The trust it has earned among these professionals is a source of considerable pride.

Professionals who manage their own private clients' wealth place their trust in Indosuez Wealth Management as an expert, reliable and ethical partner that allows them to enhance the service they provide with exclusive solutions covering the entire wealth management spectrum.

 

Services to optimise your expertise

In our role as depositary bank, we work alongside these professionals to find the best possible solutions for their clients. With our expert approach, we give family offices and external managers access to our entire range of products, services, and credit solutions suited to their client segment. As well as providing best-of-breed investment products in an open architecture environment, Indosuez Wealth Management's Advisory Desk advises these professionals on financial investments in all markets and gives them direct access to the trading floor to issue instructions.

Tailored services are also available, for example the creation and administration of investment funds. The Structuring Wealth team can set up investment funds to be managed or sold by intermediaries, or allow them to implement their investment strategy via in-house life insurance products.

 

Cooperation and trust 

Indosuez Wealth Management is not only chosen for the depth of its service offering, its technical expertise and the possibility of regular contact with our experts. It is also selected as a trusted partner.

Our position as a member of the Crédit Agricole Group, which is internationally renowned for its solidity and its sense of responsibility, is a distinctive asset in this respect.

The trust our clients place in us is also enhanced by our own commitment to prudence, which we apply equally for our clients' clients and our own direct clients.

The quality of our execution and post-trade follow-up is another important factor, in particular the accuracy of our back-office processes. This quality is confirmed by the fact that we provide back-office services for other private banks in Asia and Europe. Family Offices and intermediaries can consult their clients' wealth on a regular basis and make local adjustments as necessary.

We undertake to observe our own financial ethics when serving family offices and external managers, in the same way as for our own direct clients. We apply the same principles, such as putting the client's interests first and acting confidentially. To prevent conflicts of interest, professional intermediaries have their own dedicated Senior Banker. 

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