The stories behind the creation of Indosuez Wealth Management have a very international flavour, 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. They evoke a time of opening up to the world across Europe, Asia and, of course, Oceania.
Our presence in New Caledonia dates back to 1888, when Banque de l’Indochine, one of our antecedents, opened a branch in Nouméa.
For the next century, the bank, which became Banque Indosuez in 1975 after the merger of Banque de l’Indochine and Banque de Suez et de l’Union des Mines, would maintain its presence and develop a network of agencies and representative offices in the territory.
Today, we operate in Nouméa through an agency of CFM Indosuez Conseil en Investissement, also a member of Indosuez Wealth Management, which brings together all of the Crédit Agricole group's wealth management resources, to give you the best possible advice on wealth management in New Caledonia, Oceania, and elsewhere.
In New Caledonia, as in the rest in the world, Wealth Management is our core business. We carry out this critical mission to serve 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, Indosuez delivers 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 in Nouméa, helping them manage, protect and pass on their wealth. As it does throughout the world, Indosuez Wealth Management also offers its solutions to financial intermediaries and independent wealth managers.
At Indosuez Wealth Management, our added value also results from our organisational structure. Our combination of a human scale with international reach offers clients residing in New Caledonia a local presence and expertise, as well as a direct connection to the teams in our global network.
The expertise and experience of the investment advisory team that is based in Nouméa, with its comprehensive grasp of the local environment, combined with the opinions of our various international experts, form the distinctive features of the Indosuez Wealth Management platform serving our clients. This makes it possible to prepare and implement tailored investment strategies with an international scope and a focus on Oceania, Asia and Europe, while taking each client’s specific needs into account.
For Structuring Wealth services, the Advisors that assist you in Nouméa rely on the specialist teams that serve our entire group. For Investing Wealth, they make use of worldwide teams of specialists in the wide range of investment fields in which we excel: Advisory, Discretionary Portfolio Management, Structured Products, Investment Funds, Private Equity, Real Estate, Life Insurance, Forex and Precious Metals.
Finally, we work in partnership with Crédit Agricole CIB, the group's corporate and investment banking arm, to assist our clients, entrepreneurs and corporate executives alike, in managing the entrepreneurial aspects of their wealth and their corporate financing transactions.
Aside from our history and expertise, the value added by Indosuez Wealth Management also comes from our international structure and membership of one of the top banking groups in the world.
We are present in Nouméa through an agency of CFM Indosuez Conseil en Investissement, a French company with its registered office in Cap d’Ail (Alpes Maritimes, France).
CFM Indosuez Conseil en Investissement is the French subsidiary of our Monaco entity, CFM Indosuez Wealth, which is itself a 70% subsidiary of Indosuez Wealth (Group), the holding company that is the parent of all of Crédit Agricole group's Wealth Management specialists.
Indosuez Wealth Management group is owned by Crédit Agricole CIB, the Corporate and Investment Banking arm of the Crédit Agricole group.
As such, we benefit from the support of one of the biggest international banking groups: in fact, Crédit Agricole is ranked 13th worldwide by the amount of Tier 1 capital (source: The Banker, July 2018).
For our clients and teams alike, this is with a guarantee of strength, openness, synergies and access to a vast array of resources and expertise.
CI-CFM is a company that is entirely dedicated to investment advisory and wealth management services. Subsidiary of CFM Indosuez Wealth, it has a branch in Nouméa.
Legal notice of the subsidiary in Cap d'Ail (Alpes Maritimes, France)
CFM Indosuez Investment Consulting is a Société par Actions Simplifiée (Simplified Joint-Stock Company) with a capital of 150,000 EUR, registered at the Registry of Commerce of Nice under number 513 672 790.
SAS CONSEIL INVESTISSEMENT CFM (CI-CFM), a wholly owned subsidiary of CFM Indosuez Wealth, provides financial investment advisory services. It is registered with the Autorité des Marchés Financiers (AMF) and is a member of the Association Nationale des Conseils Financiers-CIF (ANACOFI-CIF). It is registered with the association under no. E001827.
SAS CI-CFM is also a Type-B insurance intermediary registered with ORIAS (www.orias.fr) under no. 09 051 331 and is under the supervision of the Autorité de Contrôle Prudentiel et de Résolution. Its postal address is: 52 Rue Victoire, 75009 Paris, France.
SAS CI-CFM is also licensed as a professional real estate broker under No. CPI 0605 2016 000 004 369.
Building C « La Lombarde », 1 place de la Liberté, 06320 Cap d’Ail
Tel : +33 (0)4 93 17 39 64
Fax : +33 (0)4 93 17 69 31
Legal notice of the branch in Nouméa
The CFM Indosuez Investment Consulting branch in Nouméa is registered at the registry of Nouméa under number 2013 B 570 and registered with the RIAS under the number NC 170054.
Le Commodore building, Roger Laroque Promenade, Anse Vara, 98000 Nouméa, New Caledonia
Tel: +687 27 88 38
Fax: +687 27 88 49
Mailing address: Anse Vata, BP 8663, 98807 Noumea Cedex, New Caledonia
The Nouméa branch of CFM Indosuez Conseil en Investissement is headed by Christian Montavon.
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, as part of the 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.
In addition, in Nouméa and the rest of the world, our company and our team support those taking positive action in the field, including local associations that support the development of culture or that work for the protection of marine life.