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. From the beginning, they have evoked an open approach to the world.
As is true all around the world, our roots in the Americas, and especially in North America, run deep. Crédit Lyonnais, the first of our illustrious ancestors to establish operations in the United States, first opened its doors in New York in 1879. A century later, in 1982, it had expanded all the way to Miami with a branch specialising in Wealth Management.
Incorporated in Crédit Agricole group in 2003, thus forming one of the top European banking groups, Crédit Lyonnais is responsible for opening the Miami agency, whose Wealth Management experts now offer their services under the Indosuez Wealth Management brand.
In 2011, Crédit Agricole group launched a worldwide operation to combine all its Wealth Management businesses, including those developed in Miami.
Today, we continue to write our story in the United States through our international network of 30 offices, all of which have inherited the many areas of expertise operating under the Indosuez Wealth Management brand.
Miami links North and South America by virtue of its geographic position and unique cultural diversity. The city also enjoys a dynamic economic and political environment found only in the US, one that provides a source of stability for our high net worth clients and serves as a strategic platform for development in Latin America.
A team of nearly 100 specialists work at our Miami office, located at 600 Brickell Avenue, exclusively providing Wealth Management services to Indosuez Wealth Management clients.
Our multi-disciplinary and highly specialised teams primarily work with families, ultra-high net worth individuals and entrepreneurs here in Miami, helping them manage, protect and pass on their wealth. And, as we do throughout the world, we also provide solutions to family offices and external asset managers.
Our clients in Miami hail from all around the world, most often from Latin American countries. At Indosuez Wealth Management, they find the expertise and solutions needed to diversify their assets, particularly in the dollar area.
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 precision execution and banking services to ensure our clients' satisfaction and the achievement of their individual goals.
At Indosuez Wealth Management, our added value also results from our organisational structure. Our combination of a human scale with international reach offers our clients a local presence and a direct connection to the teams in our global network.
The experience and expertise of the Miami-based teams, especially in terms of Structuring Wealth, and their comprehensive grasp of our clients' objectives and concerns, are combined with those of their international peers to give Indosuez Wealth Management a distinct edge.
In the Investing Wealth business, our clients also benefit from the combined skills of our local and worldwide specialists in the wide-ranging investment fields in which we excel: Advisory, Discretionary Portfolio Management, Structured Products, Investment Funds, Private Equity, Forex and Precious Metals.
Our Miami office also gives our clients optimum access to various types of investment solutions, opening up opportunities for diversification on the international markets.
Our clients also enjoy VIP access to the resources and expertise shared by all components of our group, Crédit Agricole.
In particular, we work with the other teams of Crédit Agricole CIB, the group's Corporate and Investment Banking arm operating in 33 countries, to assist entrepreneurs and business executives alike in their corporate finance deals (mergers, acquisitions and disposals).
Aside from our history, expertise and international structure, the value added by the Indosuez Wealth Management network also comes from our membership in one of the biggest banking groups in the world. We are backed by Crédit Agricole, which is ranked 13th in the world and 2nd in Europe by the amount of Tier 1 Capital (source: The Banker, July 2018, based on end-2017 data).
For our clients and teams alike, this is synonymous with strength, openness, synergies and access to a broad source of resources and expertise.
The Miami office is run by a Chief Executive Officer who has significant local decision-making bodies at its disposal, in accordance with the structural guidelines of Indosuez Wealth Management. Also Head of the Americas region, The CEO also coordinates Miami with our other offices in the region (in Uruguay and Brazil).
A sense of responsibility is one of the values cherished by the Indosuez Wealth Management network. 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, we are committed to upholding Corporate Social Responsibility through an improvement strategy centred on respect, along with our group, one of the highest-rated CSR-driven companies in the world. In Miami, we focus predominantly on the environment through the responsible management of our offices, located in one of the very first Leed Platinum-certified buildings (the highest accreditation achievable in terms of streamlined management of power, water, air conditioning, etc.).
See our approach to helping clients ensure their legacy lasts through a trilogy of highly-specialised services