Headlines

Indosuez Wealth Management, opens a branch in Portugal

Lisbon, 19 March 2024 - As part of the expansion of its activities into new European markets, Indosuez Wealth Management has strengthened its presence in the Iberian Peninsula by opening a branch in Lisbon.

[#ExpertsTalk] 2024: a record year for equities?

No landing ?

Launch of Banking Insider, a new Indosuez podcast

No time to land

CFM Indosuez and the Compagnie des Ballets de Monte-Carlo renew their commitment

The year of the Wood Dragon

CA Indosuez Wealth (Asset Management) celebrates its 10th anniversary in 2024

Indosuez People & Planet's management mandate obtains the LuxFLAG

Here
for you

A House of character and tradition

In Spain, families and entrepreneurs have entrusted us to build, manage, protect and transmit their wealth.

We provide them with sustainable solutions suited to their situation and a subtle combination of excellence, experience and expertise.

“Architects of Wealth”

We provide our clients with expert advice and premium services to create appropriate wealth structures and investment solutions.

Think about today, prepare for tomorrow

Organise and structure your wealth.

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Manage your assets with expertise and conviction

Our specialised services and innovative offers for diversifying your wealth.

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Create meaning

Creating the world of tomorrow, merging public and personal interest.

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An exceptional experience

Build a close and trusting relationship.

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A partner with multiple expertises

We serve a diverse client base. Each of our clients has unique expectations that require customised solutions.

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Families and Entrepreneurs

Our experts support private clients, families and entrepreneurs. We help them to create, manage, protect and pass on their wealth using a comprehensive customised and international approach.

Family holdings

Ultra-high net worth individuals and family holdings have increasingly sophisticated needs which are constantly evolving. Indosuez group and CACIB entities have the expertise required to support them.

Institutionals and Corporates

In addition to Wealth Management, our teams offer high-added-value solutions to a clientele of large corporations, financial institutions, corporate foundations and associations.

External Wealth Managers

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

Banking Technology

Azqore, a subsidiary of CA Indosuez specialising in banking outsourcing, is a key player in supplying back office services and information technology for Private Banks.

About us

Indosuez in Spain

Active in Spain since 1876, our Bank is present in Madrid, Valence, Bilbao, San Sebastian and Seville. The expertise and experience of the Bankers based in the country providing their perfect knowledge of the local environment is rounded out by that of our numerous international experts.

The breadth of this expertise and the privileged access to the skills of the Crédit Agricole group are distinctive assets of our network in the country.

The Spanish establishment of our Bank is a branch of CA Indosuez Wealth (Europe), the European hub (excluding France) for the Group’s wealth management activities based in Luxembourg.


Combining international heritage and expertise

For over 145 years, our Bank has grown alongside the entrepreneurs and families we advise around the world. Our history combines with our expertise to give us our distinctive positioning.

Our history

Cultivating our clients’ trust over time

Our raison d’être, “Working every day in the interest of our customers and society”, guides our actions and gives meaning to our strategy, allowing us to earn and retain our clients’ trust over time.

Our raison d’être

Placing responsibility at the heart of our business model

Our commitment to CSR, philanthropy and compliance are drivers of continued progress, adding to our singular positioning and our excellence in relationship banking.

Our CSR commitment

Our commitment to society

Convinced that it is one of its main vectors of progress, Indosuez has made its societal commitment part of its corporate culture. Discover our global CSR approach.

Documentation and legal information

Our clients entrust us with singular assets which require specific attention. Discover our documentation to better know and understand our Bank and our services as well as our legal information.

Indosuez Wealth Management in Europe (excluding France)

at 31/12/2022
597
employees
23%
solvency ratio
€38.7 bn
in assets under management

Our international network

Access all of our expertise from the major financial marketplaces throughout the world.

Bilbao
+ 34 94 423 08 86

Gran Vía 42 - 2º Dcha 48011 Bilbao

Madrid
+ 34 91 310 99 10

Paseo de la Castellana 1 28046 Madrid

San Sebastián
+ 34 943 43 02 07

Calle Getaria 2, Ppal. Izq. 20005 San Sebastián

Sevilla
+34 95 422 19 66

Calle San Fernando 27 - 2º Planta 41004 Sevilla

Valencia
+ 34 96 351 88 80

Don Juan de Austria 32 - 3ª 46002 Valencia

Our international network

Access all of our expertise from the major financial marketplaces throughout the world.