The stories behind the creation of Indosuez Wealth Management have been traced out in international ink. 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, they have evoked an open approach to the world, across Europe, Asia and of course the Middle East.
Our group can trace its roots in the Gulf to the mid-20th century, specifically 1949, when one of our ancestors, the Banque de l'Indochine, opened a branch in Jeddah.
We expanded our presence in the Gulf in the 1970s to support the development of this fast-growing region. 1974 saw a new Banque de l'Indochine office opened in Dubai, an emirate already highly active in redistributing goods and oil in the Gulf.
Then in 1976, a new branch was opened in the emirate of Sharjah by Banque Indosuez, created from the merger of Banque de l’Indochine and Banque de Suez et de l’Union des Mines, both owned by Compagnie financière de Suez.
All of these developments were affected for more than a decade starting in 1980 by the conflicts destabilising the whole of the Middle East. The Sharjah branch was transferred to Abu Dhabi at the start of this turbulent period, in 1981.
Banque Indosuez maintained its presence in the Emirates during the 1990s through the two locations while also holding a major stake in the Banque Française de l’Orient.
After being incorporated in Crédit Agricole group in 1996, Banque Indosuez turned these offices into "Crédit Agricole Indosuez Gulf" in 1997, and the Banque Française de l’Orient became a consolidated subsidiary of Crédit Agricole Indosuez in 1999.
Today, all of Crédit Agricole group's wealth management resources are mobilised under the unified Indosuez Wealth Management brand to help you achieve your goals.
Throughout the world, Wealth Management is Indosuez Wealth Management's core business. Our teams carry out this critical mission for the benefit of our clients the Indosuez way, firm in the conviction that prudence also contributes to performance.
As Architects of Wealth, the group we represent offers its 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, it delivers flawless execution and precision banking services to ensure our clients' satisfaction and the achievement of their individual goals.
Multi-disciplinary and highly qualified, the teams we represent primarily work with families, ultra-high net worth individuals and entrepreneurs, helping them manage, protect and pass on their wealth. Indosuez Wealth Management also offers its solutions to associations and foundations as well as financial intermediaries such as independent wealth managers and family offices.
With offices in Abu Dhabi and Dubai, Indosuez Wealth Management employs a team of professionals in the Emirates focused exclusively on local and regional clients seeking excellence in Wealth Management services.
Indosuez Wealth Management boasts solid local expertise as well as unique cultural awareness, nurtured over several decades operating in the Middle East, with firmly established knowledge of specialised products and Islamic finance.
This considerable added value, combined with access to the products and services offered by the group we represent, give our clients in the Emirates the tools to build a bespoke investment strategy.
Depending on your needs, the group we represent can draw on the support of other expert teams from Crédit Agricole group, putting specialised expertise at your disposal.
The group can work closely with Crédit Agricole CIB, the group's Corporate and Investment Banking arm, to assist entrepreneurs and business executives alike in business deals such as corporate finance.
Indosuez Wealth Management's added value also results from the group's organisational structure. With its combination of a human scale and an international reach, it offers UAE residents a local presence and a direct connection with expert teams, enhanced by the skills and synergies created by the group's global network.
The expertise and experience of the teams based in Abu Dhabi and Dubai, embodying in-depth knowledge of the local environment, combined with those of the group's other experts, play a key role in the services Indosuez Wealth Management offers its clients.
In the Structuring Wealth and Investing Wealth businesses, the Senior Bankers at your disposal in the United Arab Emirates rely on the group's international expertise, giving clients access to multi-lingual professionals specialising in Wealth Management and investment solutions.
In addition to its history and expertise, the value added by Indosuez Wealth Management also comes from its membership in one of the top banking groups in the world.
This support from Crédit Agricole, one of the biggest international banking groups—ranked 11th worldwide and 2nd in Europe by the amount of Tier 1 Capital (source: The Banker, July 2015, based on end-2014 data)—represents, to both its clients and teams, a guarantee of financial strength and access to an enormous reservoir of resources and expertise.
Our locations in Dubai and Abu Dhabi, respectively headed by Vijay Nahrain and Raed Herbawi, are representative offices of a wholly-owned subsidiary of CA Indosuez Wealth (Group), which comprises all the specialist Wealth Management entities of Crédit Agricole group.
This subsidiary is CA Indosuez (Switzerland) S.A., which spearheads the group's operations in the Middle East.
A sense of responsibility is one of the values cherished by Indosuez Wealth Management. 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 its stakeholders, the group we represent is committed to upholding Corporate Social Responsibility through an improvement strategy centred on respect, along with Crédit Agricole group, one of the highest-rated CSR-driven companies in the world.
At Indosuez Wealth Management, our way of doing things is defined by our own story and the stories that have shaped who we are today, as well as by our human dimension, our sense of responsibility and perspective.
See our approach to helping clients ensure their legacy lasts through a trilogy of highly-specialised services