External Wealth Managers

A trusted partner

As a natural partner of those who meet the most sophisticated needs of their own private banking clients, Indosuez Group works with a number of Family Offices and independent investment management companies.

As custodian banks, our subsidiaries in Luxembourg, Monaco and Switzerland are in your corner, committed to finding the most successful solutions for your clients. You have access to their full range of open-architecture products and services, as well as their financing solutions.

We are committed to providing you with quality back-office services completed with tools you can use to review your clients’ wealth and make any necessary adjustments.

Dedicated teams comprised of Bankers and financial market experts listen to your needs and support you as you manage the assets of your clients. You have direct access to our trading floors if needed.

Value-added services

In addition to the traditional custodian-bank services, our experts work with you to create bespoke solutions for your clients.

For example, they can help you create investment funds.

Strong backing by Crédit Agricole group

We belong to Crédit Agricole Group, internationally renowned for its strength and the breadth and expertise of its business lines.

An ethical partner

We follow the regulations of our host countries and rigorously apply high compliance standards. Our relationship is built on the primacy of the client’s interest, and confidentiality.

Your relationship manager is well-versed in the issues of your business and dedicated to wealth managers.