Geneva, 25^th July 2023 - Indosuez in Switzerland is strengthening its Global Wealth Structuring division with the appointment of Bruno Morlain as Head of this activity with effect from 1 July 2023. He will report to Michael Kofman, Head of Structuring & Financing for Indosuez in Switzerland, and to Sophie Champenois, Global Head of Structuring & Financing for the Indosuez group.

Against a backdrop of increasing internationalisation of wealth, supporting clients to structure their assets is a fundamental component of the Bank's value proposition. This service requires a high level of expertise in order to carry out an in-depth analysis of each individual’s situation and take account of their necessarily unique aspirations with regard to the protection, growth or transfer of their wealth to the next generation. 

The nomination of Bruno Morlain as Head of Global Wealth Structuring at Indosuez Switzerland is part of this approach and will enable the Bank to pursue its ambition for excellence in this field. Bruno Morlain's many years of experience in a number of leading institutions in Switzerland and internationally will enhance the collective skills of a multidisciplinary team and the Bank's ability to support its clients with a wide range of wealth management issues, including expatriation, estate planning, structuring of professional and private assets and real estate acquisitions. 

Bruno Morlain began his career as a wealth engineer more than 20 years ago with BNP Paribas (Paris, Luxembourg, Geneva), where he worked with wealth managers on legal and tax issues for European clients. In 2015, he joined Crédit Suisse, where he gradually took over responsibility for the Wealth Planning team for Northern Europe.

Media contact:

Melinda Raverdy, melinda.raverdy@ca-indosuez.ch
Laurence De Cecco, laurence.dececco@blossom-com.ch

About Indosuez Wealth Management in Switzerland 

Indosuez Wealth Management in Switzerland is one of the leading institutions in the Swiss financial centre and is now one of the country's top three foreign banks. In addition to wealth management activities, the bank in Switzerland is active in the areas of Transactional Commodity Finance and Commercial Banking. Its roots date back to 1876, when Crédit Lyonnais, one of the great ancestors of today's bank, set up in Geneva. Its teams include more than 900 wealth management specialists based in Geneva, Lugano and Zurich as well as in Asia and the Middle East. They combine their knowledge of the local environment with the extensive expertise and scope of action of the Indosuez Wealth Management global network and the Crédit Agricole Group. The Swiss platform steers the development of wealth management activities in Switzerland, the Middle East and Asia, with a total of CHF 37.3 billion in client assets as of 31 December 2022.

About Indosuez Wealth Management

Indosuez Wealth Management is the global wealth management brand of Crédit Agricole group, ranked 10^th largest bank in the world based on balance sheet (The Banker 2022).
Shaped by more than 145 years of experience supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows our clients to protect and develop their wealth in alignment with their aspirations. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and business assets.
Renowned for its international reach combined with a human scale, Indosuez Wealth Management employs nearly 3,000 people in 10 locations around the world, in Europe (Belgium, France, Italy, Luxembourg, Monaco, Spain and Switzerland), Asia-Pacific (Hong Kong SAR, New Caledonia and Singapore) and the Middle East (United Arab Emirates).
With 130 billion euros in assets under management (as at 31/12/2022), Indosuez Wealth Management is one of the global leaders in wealth management.