The stories behind the creation of Indosuez Wealth Management, from the founding of the Compagnie Universelle du Canal Maritime de Suez in 1858 to the establishment of the Banque de l’Indochine in 1875, have been traced out in international ink. They evoke a time of opening up to the world across Europe, Asia and the Middle East.
While our presence in Hong Kong can be traced back to 1894 with the opening of an office by Banque de l’Indochine, our modern history in the territory began in the second half of the 20th century. In 1975, a new era began with the creation of Banque Indosuez, formed through the merger of Banque de l’Indochine and Banque de Suez et de l’Union des Mines, both owned by Compagnie financière de Suez.
Indosuez Asset Management, the Wealth Management subsidiary of Banque Indosuez, established a presence in Hong Kong in 1982.
After joining Crédit Agricole group in 1996, Crédit Agricole Indosuez developed its business in Hong Kong through one agency and three subsidiaries: Indosuez Asia Shipfinance Services Ltd, Indosuez W.I.Carr Securities Ltd and Suez Asia Holdings Ltd.
Today, all of our Wealth Management resources are mobilised under the unified Indosuez Wealth Management brand to help you achieve your goals.
Throughout the world, Wealth Management is our core business. We carry out this critical mission for the benefit of our clients the Indosuez way, firm in the conviction that prudence also contributes to performance.
As Architects of Wealth, we offer our clients exceptional service and expert advice in order to optimise the structure of their wealth and their investment decisions.
In addition to traditional Wealth Management, we deliver flawless execution and precision banking services to ensure our clients' satisfaction and the achievement of their individual goals.
Our multi-disciplinary and highly qualified teams primarily work with families, ultra-high net worth individuals and entrepreneurs, helping them manage, protect and pass on their wealth. Indosuez Wealth Management also offers its solutions to associations and foundations as well as financial intermediaries such as independent wealth managers and family offices.
Our multicultural Hong Kong team consists of more than 100 professionals who deal exclusively with Wealth Management for international and regional clients.
Our clients benefit from solid local expertise, including know-how with regard to specialised products such as Insurance Premium Financing (IPF) and an efficient platform giving easy access to products and services that can be used to build a bespoke investment strategy. Our Private Equity and specialised financing products and services are also provided on site.
As a holder of a banking licence and a number of authorisations for the provision of financial services, the Hong Kong office can offer all of the services of a fully-fledged bank, as well some financial services, to an international clientele.
Depending on your needs, Indosuez Wealth Management's Hong Kong services can be supplemented with the support of other expert teams from Crédit Agricole group, putting specialised expertise at your disposal.
In this regard, we work in close cooperation with Crédit Agricole CIB, the group's corporate and investment banking arm, to assist our clients, entrepreneurs and managers alike, with the challenges they face, including corporate financing transactions.
At Indosuez Wealth Management, our added value also results from our organisational structure. With our combination of a human scale with international reach, we offer Hong Kong residents a local presence, in-depth knowledge of the territory and a direct connection with our expert teams, enhanced by the skills and synergies made available through our group's global network.
Wealth Managers serving you in Singapore rely on the skills of global experts in our Structuring Wealth business and Investing Wealth businesses. Their discussions mean our clients can benefit from investment solutions that are appropriate for the local context.
Finally, because Indosuez Wealth Management wants to deliver tailored support to our clients, we give them access to a wide range of Banking & Beyond services, including credit solutions such as Insurance Premium Financing, Jet Financing and Single Stock Financing.
In addition to all this, we organise local seminars and events that give our major clients the opportunity to talk to our experts about current issues, discuss changes in financial markets and learn about new investment themes.
Aside from our history and expertise, the value added by Indosuez Wealth Management also comes from our international structure and membership in one of the top banking groups in the world.
This support from Crédit Agricole, one of the biggest international banking groups — ranked 11th worldwide and 2nd in Europe by the amount of Tier 1 Capital (source: The Banker, July 2015, based on end-2014 data) — represents, to both our clients and teams, a guarantee of financial strength and access to an enormous reservoir of resources and expertise.
Our office in Hong Kong is CA Indosuez (Switzerland) SA, Hong Kong Branch which is a branch of CA Indosuez (Switzerland) SA, CA Indosuez (Switzerland) SA spearheads operations in Asia and the Middle East.
The Hong Kong branch is headed by Antoine Candiotti.
A sense of responsibility is one of the values cherished by Indosuez Wealth Management. In our business, this translates into our determination to be a trusted partner for our clients. As such, we take care to protect their interests and comply with all applicable regulations.
Furthermore, in order to be a positive influence on each of our stakeholders, we are committed to upholding Corporate Social Responsibility through an improvement strategy centred on Respect, along with Crédit Agricole group, one of the highest-rated CSR-driven companies in the world.
In addition, as it does throughout the world, our company and our team provide their support to those who take concrete action by backing associations that work in the field.
In Asia, our initiatives primarily focus on environmental protection, like projects in China backed by the Indosuez Foundation (Switzerland), such as Pur Projet, which aims to preserve forests and encourage the cultivation of medicinal plants in Yunnan province, and Save Our Species, which works to conserve two species of conifers native to the northern Guangxi region.