The stories behind the creation of our group, Indosuez Wealth Management – from the founding of Compagnie Universelle du Canal Maritime de Suez in 1858 to the establishment of Banque de l’Indochine in 1875 – have always had an international dimension. These stories span Europe, Asia and the Middle East and tell of our openness to the world, mirroring that seen in Monaco.
This is where our story began in 1922 with the founding of Crédit Foncier de Monaco by sovereign order of Prince Louis II, with the support of local investors and the input of two leading Monegasque figures: Henri Marquet, an electrical engineer in charge of the Société d’Etudes pour l’Expansion Economique (Economic Expansion Research Centre) in Monaco, and Charles Berragain, who was also Vice-Chairman of Caisse Centrale des Banques Populaires in France.
Our bank’s history is inseparable from the Principality’s growth and nearly a century of mutual commitment have shaped the relationship between Monaco and what is now CFM Indosuez Wealth Management.
The histories that have shaped us also evoke our convergence with other leading institutions, allowing us to deliver an ever better service to our local and international clients. At the end of the 1960s, we joined forces with Banque de l’Indochine, which later gave rise to the creation of Banque Indosuez in 1975. Banque Indosuez became one of our shareholders alongside prominent Monegasque families, and we joined the Crédit Agricole group in 1996. Further local mergers followed, first with Banque Sudameris’ Monaco branch in 2004, then with the Monegasque business of Citibank and Crédit Lyonnais BFO, and HSBC in 2016 through an SEO agreement for their clients in Monaco. We then aligned our history with the Crédit Agricole group’s other Wealth Management specialists around the world, to form a coordinated international network within Indosuez Wealth Management.
As our business grew, first among Monegasque nationals and residents and then clients from around the world, we became the leading bank in Monaco. CFM Indosuez was thus named best bank in the Principality in 2018 for the second year in a row by the international magazine Global Finance.
As the largest employer in banking and finance in Monaco, with a team of nearly 400 people working in 7 branches, CFM Indosuez offers premium services to its clients, whether private and institutional investors, corporates or professionals. We are proud to have Monaco’s largest front office, which opened in 1987.
While we are renowned for our Wealth Management, we are also the reference bank for businesses in Monaco. We provide our entrepreneur clients with the dual vision they require, covering both their professional and personal assets.
Wealth Management is our core activity, in Monaco and in each of Indosuez Wealth Management’s entities. Our multi-disciplinary and highly specialised teams in Monaco work with families, ultra-high net worth individuals and entrepreneurs, and the external asset management companies that advise them, helping them to manage, protect and pass on their wealth. We also serve associations, foundations and institutions.
As architects of wealth, we offer our clients exceptional service and expert advice in order to optimise the structure of their wealth and guide their investment decisions.
In addition to traditional Wealth Management solutions, we deliver flawless execution and precision banking services to ensure our clients' satisfaction and help them achieve their individual goals.
The value added by CFM Indosuez is enhanced by our organisational structure. Our clients benefit from both the advantages of our local origins and our position within Indosuez Wealth Management’s global network.
The depth of expertise of our teams in Monaco, which is pooled with that of their colleagues around the world and enhanced by our perfect understanding of the local environment, are distinctive assets that we put to work for our clients.
The strength of our presence in the Principality affords our clients immediate access to the full array of expertise required for excellent Wealth Management.
Monaco boasts one of the group’s international Structuring Wealth centres of expertise as well as specialists in all our Investing Wealth solutions - in particular experts in Advisory, Private Equity, Real Estate and External Managers.
All our teams work closely with the equity, bond, forex, derivatives and structured products specialists from our front office, and with our local asset management company, CFM Indosuez Gestion. In addition, our clients enjoy special access to all the resources and expertise available within the Crédit Agricole group
CFM indosuez in monaco
Living and working in Monaco is a privilege.
Spending time here is a precious experience that most visitors like to relive.
CFM Indosuez in Monaco
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See our approach to helping clients ensure their legacy lasts through a trilogy of highly-specialised services.
CFM Indosuez in Monaco
Like our history, our ownership structure and our governance have a major influence on our activities.