WELCOME TO INDOSUEZ IN LEBANON

Drawing on a longstanding presence and experienced Beirut-based teams, Indosuez Wealth Management combines its knowledge of the local environment with expert advice and the opportunities created by the interaction between the 3,110 Wealth Management specialists in our worldwide network.

INTERNATIONAL BY NATURE

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 of course the Middle East.

 

A LONGSTANDING PRESENCE IN LEBANON

Our group’s history in the countries of the Levant and especially Lebanon has been marked by a long tradition of ties between French and local banks.

As such, the earliest signs of our presence date back to 1931, when Compagnie Algérienne de Crédit et de Banque opened its first branches in Lebanon. This French bank later joined the Suez group and in 1967 their combined offices gave rise to a fully-fledged Lebanese entity, Banque Libano-Française.

At the same time, in 1954 Banque de l’Indochine, another of our illustrious antecedents, took its first steps in Lebanon through affiliates such as Crédit Foncier d’Algérie et de Tunisie, Bank Sabbagh in Beirut.

This platform would make way for the establishment of a direct subsidiary after Banque Indosuez was created in 1975.

 

CONVERGING ROOTS

Our group’s contemporary history with Lebanon began in 1989, when Banque Française de l’Orient was established based on Banque Indosuez, Banque Libano-Française, Hariri Group and Bank Saudi Fransi.

Today, all of Crédit Agricole group's wealth management resources have been brought together under the unified Indosuez Wealth Management brand. Our teams will help you achieve your goals in Lebanon.

 

WEALTH MANAGEMENT THE INDOSUEZ WAY

Wealth Management is our core business. We carry out this critical mission to serve our clients, 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. 

 > Find out more about our Wealth Management solutions

 

TEAMS THAT DEAL EXCLUSIVELY WITH WEALTH MANAGEMENT

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. 

 

A MAJOR PLATFORM IN THE LEVANT

In our Beirut office, we have brought together a team of professionals who are dedicated to local and regional clients.

Indosuez Wealth Management offers our clients its singular knowledge of the culture and strong local expertise, as well as a direct link to the various places where they hold accounts.

This considerable added value, combined with easy access to the products and services offered by our group, give our clients in the region the tools to build a comprehensive, bespoke investment strategy.

> What we do for our clients

 

OUR FULL RANGE OF EXPERTISE, AVAILABLE IN LEBANON

At Indosuez Wealth Management, our added value is also the result of our organisational structure. With our combination of a human scale with international reach, our office in Lebanon offers our local and regional clients a relation of proximity and a direct connection to our expert teams, enhanced by the skills and synergies created by the group's global network.

The expertise and experience of our Beirut-based teams, along with their comprehensive grasp of the local environment combined with the opinions of various international experts, form the distinctive features of the Indosuez Wealth Management platform serving our clients.

The advisors at your disposal in Lebanon also rely on the international expertise of our Structuring Wealth business. For Investing Wealth, they and their clients have access to multilingual experts specialising in various kinds of investment solutions.

 

SYNERGIES WITH THE CREDIT AGRICOLE TEAMS IN THE MIDDLE EAST

Depending on your needs, Indosuez Wealth Management services through its Beirut office 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 support our clients, entrepreneurs and managers alike, in the challenges they face, including corporate financing transactions.

 

A SOLID SHAREHOLDER BASE AND HIGH VALUE-ADDED STRUCTURE

Aside from our history and expertise, the value added by Indosuez Wealth Management also lies in its international structure and our membership in one of the biggest banking groups in the world.

This support from Crédit Agricole, one of the biggest international banking groups —ranked 13th worldwide and 2nd in Europe by the amount of Tier 1 Capital (source: The Banker, July 2018, based on end-2017 data)— represents a guarantee of financial strength and access to an enormous reservoir of resources and expertise for both our clients and our teams.

> Find out more about Crédit Agricole group's rating

 

LOCAL GOVERNANCE

Headed by Gebran Haddad, CA Indosuez Switzerland (Lebanon) SAL is a subsidiary of CA Indosuez (Switzerland) S.A., which spearheads the group’s operations in Asia and the Middle East. CA Indosuez (Switzerland) S.A. is a direct subsidiary of CA Indosuez Wealth (Group), the holding company that is the parent of all of Crédit Agricole group's Wealth Management specialists.

> Find out more about our governance

 

A RESPONSIBLE COMPANY

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.

 > Learn more about our general risk management policy

 

Furthermore, as part of Crédit Agricole group, one of the highest-rated CSR-driven companies in the world, we are committed to upholding Corporate Social Responsibility through a forward-looking approach centred on Respect.

> Find out more about our comprehensive CSR approach

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