Our role as wealth managers is to serve families and entrepreneurs around the world and to work alongside them to build, protect, manage and pass on their wealth.
Our international experience of over a century combined with the depth of our expertise and the backing of Crédit Agricole Group place us in an unrivalled position as our clients’ preferred Wealth Management bank.
Singular expertise in wealth management
As Architects of Wealth, our teams, who are firmly established in Europe, the Middle East, Asia and the Americas, function on a human scale, taking a tailored, holistic approach and delivering a fast response to your requirements.
They will meet your expectations by working in synergy with Crédit Agricole group, one of Europe’s leading banks. As responsible, committed wealth managers, our teams incorporate social, environmental and economic issues in all their work.
Our key figures
Our raison d’être
Our raison d’être, “Working every day in the interest of our customers and society”, reflects our commitment, guides our actions and gives meaning to our strategy, allowing us to earn and retain your trust over time.
Our CSR commitment
As a driver of continued progress, our CSR approach applies in all our activities and is coordinated with the policies pursued by Crédit Agricole Group – one of the world’s top ranking banks in this area.
Ethics and compliance
In an increasingly complex environment, our high compliance standards reflect our ambition of setting an example for our stakeholders. These standards enable us to provide our clients with the right advice and build their trust.