Monaco, 14 June 2019 - CFM Indosuez Wealth Management has been named Best Bank in Monaco by Global Finance magazine for the third year running. The ranking covers over 149 countries around the world and recognises excellence in client service quality in highly volatile markets, and the publication of solid results while building a basis for sustainable growth. For its 2019 ranking, Global Finance focused on banks’ ability to take the lead in adopting the latest banking technology to transform their institutions into banks of the future.
Global Finance’s experts analyse the performance of banks based on information provided by financial industry experts and business leaders. Their criteria include growth in assets, client service quality, strategic relationships and innovative products/solutions.
The award reflects the pursuit of excellence and the forward-looking approach adopted by CFM Indosuez Wealth Management, its employees and the whole Indosuez Wealth Management group in serving their clients.
CFM Indosuez Wealth Management is Monaco’s leading bank, helping families and entrepreneurs create, grow, protect and pass on their wealth.
The Indosuez Wealth Management group’s 3,150 employees, of which nearly 400 are based in Monaco, take a comprehensive view and provide expert advice and exceptional service for the management of both personal and business assets. With almost €123 billion in assets under management (as at 31/12/2018), the Indosuez Wealth Management group is one of the global leaders in wealth management.
Tel: +377 93 10 22 32
Tel: + 41 58 32 195 97
About CFM Indosuez Wealth Management in Monaco
The Indosuez Wealth Management network is represented in Monaco by CFM Indosuez Wealth, the principality’s leading bank. Its roots there date back to 1922, when it was created by prominent Monegasque families, some of whom still hold a total of 30% of the bank’s share capital. It has six branches in the principality and Monaco’s biggest trading floor. Its teams, comprising almost 400 highly specialised members, combine their knowledge of the principality’s international environment with the vast expertise and opportunities provided by the global network of Indosuez Wealth Management and Crédit Agricole group. As well its main activity - Wealth Management - CFM Indosuez Wealth Management is the only bank in Monaco that serves all client types, ranging from private investors to institutional clients, businesses and professionals. CFM Indosuez Wealth Management was named Best Bank in Monaco by Global Finance magazine in 2017, 2018 and 2019. CFM Indosuez Wealth is also the leading commercial bank in Monaco.
About Indosuez Wealth Management group
Indosuez Wealth Management is the global Wealth Management brand of Crédit Agricole group, the world’s 13th largest bank by Tier 1 capital (source: The Banker, July 2018).
Shaped by more than 140 years of experience helping families and entrepreneurs around the globe, Indosuez Wealth Management offers a tailored approach that enables each of its clients to manage, protect and pass on their wealth according to their specific needs. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and business assets.
Renowned for its combination of a human scale and a truly international reach, Indosuez Wealth Management has 3,150 employees in 14 countries around the world, in Europe (France, Belgium, Spain, Italy, Luxembourg, Monaco and Switzerland), Asia-Pacific (Hong Kong, Singapore and New Caledonia), the Middle East (Abu Dhabi, Dubai and Lebanon) and the Americas (Brazil, Uruguay and Miami).
With €122.8 billion in assets under management (at 31/12/2018), the Indosuez Wealth Management group is one of the global leaders in Wealth Management.
See our approach to helping clients ensure their legacy lasts through a trilogy of highly-specialised services.
Recorra con nosotros los 140 años de historia de nuestra entidad para entender cómo se ha dado forma a nuestra tradición de excelencia y a nuestra dimensión internacional.
(Wealth Management business)
At 31/12/14, in billions of euros
(Wealth Management business)
Geographical breakdown in assets under management at 31/12/14
Western Europe: 67.5%
Eastern Europe: 3.5%
Africa & Middle East: 12.1%
Latin America: 9.2%
A responsible company
Si podemos hablar de Filantropía con nuestros clientes, es porque pensamos que tenemos obligaciones morales .
De ahí nuestras dos fundaciones y el conjunto de nuestras iniciativas filantrópicas a favor de causas al servicio de la humanidad.
Nacida y desarrollada para mantener una visión global, nuestra Entidad le permite acceder al conjunto de nuestros conocimientos desde los 31 establecimientos que tenemos distribuidos por todo el mundo.