OUR GOVERNANCE IN MONACO

The value added by CFM Indosuez Wealth Management stems not only from its history and expertise, but also from its prestigious shareholder base and its governance structure.

A PRESTIGIOUS, SOLID AND DIVERSIFIED SHAREHOLDER BASE

Since its creation in 1922, the Bank has been supported by prominent Monegasque families who still hold nearly 30% of its share capital. Their loyalty and support are a priceless asset.

The remaining shares in our Monaco parent company CFM Indosuez Wealth – formerly Crédit Foncier de Monaco SAM – are held by CA Indosuez Wealth (Group). The latter is the holding company for all Crédit Agricole group entities specialising in Wealth Management and is itself a subsidiary of Crédit Agricole CIB, the group’s Corporate and Investment Banking arm. This structure provides our Bank with access to considerable additional resources around the world to complement its own expertise.

The support we receive from Crédit Agricole, one of the world’s largest banking groups – ranked thirteenth in the world by the amount of Tier 1 capital (The Banker, July 2018) – provides a guarantee of great financial strength for our clients.

> Find out more about the Crédit Agricole group's rating

 

ACTIVE MEMBERS OF THE INTERNATIONAL NETWORK

Our teams in Monaco – business specialists and support functions – work hand-in-hand with their colleagues in the Indosuez Wealth Management global network on a daily basis.

For our clients and teams alike, this interaction ensures openness, synergies and access to a vast array of resources and expertise.

> Find out more about our global network

 

LOCAL GOVERNANCE

CFM Indosuez Wealth is a public limited company (Société Anonyme) under Monegasque law and has three main management bodies. As well as a Board of Directors representing our shareholders, it is steered by a Senior Management team in Monaco that wields considerable authority.

This team is supervised by the Chairman, Jean-Marie Sander, former Chairman of Crédit Agricole group and is headed by Mathieu Ferragut, Chief Executive Officer, who is notably responsible for coordinating the Executive Committee. Mathieu Ferragut is also a member of the Business Line Extended Executive Committee in charge of oversight of CA Indosuez Wealth (Group), in line with our federal structure.

Monaco is Indosuez Wealth Management's centre of expertise for the Pacific region (mainly New Caledonia and French Polynesia) and the teams specialised in these regions are mainly based in the Principality.

 

A NETWORK OF BRANCHES AND A DEDICATED ASSET MANAGEMENT COMPANY

The seven branches located in Monaco are agencies of CFM Indosuez Wealth.

CFM Indosuez Gestion – formerly Monaco Gestion FCP SAM – is our in-house asset management company in Monaco, entirely owned by CFM Indosuez Wealth. It provides our clients with a range of investment funds under Monegasque law covering the main investment themes, as well as a sustainable development fund.

 

A PRESENCE IN FRANCE

Outside the Principality, CFM Indosuez Wealth also has a wholly-owned subsidiary in France – CFM Indosuez Conseil en Investissement (formerly CI CFM) – a simplified joint stock company that has a branch in Nouméa.

 

LEGAL INFORMATION ABOUT CFM INDOSUEZ WEALTH

Legal form
A public limited company (Société Anonyme) under Monegasque law, with share capital of €34,953,000
A Monegasque bank authorised by a sovereign order dated 13 July 1922.

 
Stock exchange listing
The bank is listed on the Euronext free market – foreign stock under ISIN: MC 0010000826.

> Read our annual report and latest financial information

 
FATCA (Foreign Account Tax Compliance Act) 
CFM Indosuez Wealth is registered with the United States Internal Revenue Service (IRS). Its FATCA Global Intermediary Identification Number (GIIN) is CEQ4EV.00069.ME.492.

Back to top