WEALTH MANAGERS

In Switzerland and around the world, Wealth Management is the core business of our network.
As Architects of Wealth, we have provided services for more than a century to our clients - families and entrepreneurs alike - and to their advisors.

WEALTH MANAGEMENT: OUR PRIMARY ACTIVITY

Our teams based in Switzerland focus first and foremost on Wealth Management.

We provide our services to families, ultra-high net worth individuals, entrepreneurs and their advisors. Our clients hail from all over the world. They trust us to help them manage, protect and pass on their wealth.

Entrepreneurs and business executives who call on us for private and professional Wealth Management services can also count on us to meet their Commercial Banking and Corporate and Investment Banking needs by taking advantage of our loans and advisory services.

At the end of 2014, total wealth entrusted to Indosuez Wealth Management in Switzerland amounted to CHF 46 billion, which we can proudly say represented growth of more than 12%.

> What we do for our clients

 

WEALTH MANAGEMENT THE INDOSUEZ WAY

We carry out this critical mission 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.

> Find out more about our Wealth Management solutions

 

IN SWITZERLAND, OUR ENTIRE RANGE OF EXPERT RESOURCES IS AT YOUR DISPOSAL

Drawing on the know-how of 700 Wealth Management professionals, our Swiss offices are a critical pillar of our international operations serving our clients.

We offer them the benefit of our international expertise in the Structuring Wealth business, both locally and in synergy with the other entities in the Indosuez Wealth Management network. 

In the Investing Wealth business, our expert teams specialising in the international markets provide local coverage of all the investment fields in which Indosuez Wealth Management excels: Advisory, Discretionary Portfolio Management, Structured Products, Investment Funds, Private Equity, Real Estate, Life Insurance, Forex and Precious Metals.

Our clients also enjoy access to our capital markets teams based in Geneva.

In addition, we have a large team in Switzerland focused exclusively on providing specialised services to External Asset Managers and Financial Intermediaries.

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