The stories behind the creation of Indosuez Wealth Management, 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, have been traced out in international ink. From the beginning, they have evoked an open approach to the world.
Our story in Uruguay began back in 1954: Banque de l’Indochine, one of our illustrious antecedents, took its first steps in Montevideo with an affiliated representative, Banque Française et Italienne pour l’Amérique du Sud (Sudameris).
Another of our forerunners in this country, Crédit Lyonnais (Uruguay) SA, was established in 1988 as a “Casa Financiera” and later gave rise to a wealth management business.
In 1996, our story began anew when Banque Indosuez joined Crédit Agricole, followed by Crédit Lyonnais in 2003, to form one of the biggest European banking groups.
Over time, the group gradually combined its Wealth Management teams all over the world in order to establish a network of 30 offices under the Indosuez Wealth Management brand.
Our company is maintaining its presence in Montevideo so that our clients can continue to benefit from the invaluable cultural familiarity and geographic proximity of their wealth manager, as well as privileged access to our full range of wealth management expertise, services and solutions all over the world.
Our teams at the Montevideo World Trade Centre are dedicated exclusively to managing the wealth of Indosuez clients.
Our multi-disciplinary and highly specialised teams primarily work with families, ultra-high net worth individuals and entrepreneurs here in Uruguay, helping them manage, protect and pass on their wealth.
As we do throughout the world, we also provide solutions for the financial intermediaries that advise them.
Our clients look to us for tailored advice and a broad range of local and international investment solutions that meet their goals for diversifying their assets, especially geographically.
As Architects of Wealth, we offer our 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, we deliver flawless execution and precision banking services to ensure our clients' satisfaction and the achievement of their individual goals.
At Indosuez Wealth Management, our added value also results from our organisational structure. Our combination of a human scale with international reach offers both a local presence and a direct connection to the teams in our global network.
The experience of our Investment Advisors in Montevideo and their deep familiarity with our clients’ issues, combined with the expertise of our various international Structuring Wealth teams, help us design an asset structure designed specifically for you.
For Investing Wealth concerns, we also give you direct access to the skills of our worldwide specialists in the wide-ranging investment fields in which we excel: Advisory, Discretionary Portfolio Management, Structured Products, Investment Funds, Private Equity, Real Estate, Life Insurance, Forex and Precious Metals.
In this way, we help our clients take a comprehensive view of their wealth and seize the best opportunities to diversify on international markets, in full compliance with current regulations.
Our clients also enjoy VIP access to the resources and expertise shared by all components of our group, Crédit Agricole.
In particular, we work with the other teams of Crédit Agricole CIB, Crédit Agricole group's Corporate and Investment Banking arm operating in 33 countries, to assist entrepreneurs and corporate executives alike with their corporate finance transactions.
Aside from our history, expertise and international structure as a network, the value added by Indosuez Wealth Management also comes from our membership in Crédit Agricole, one of the biggest banking groups in the world—ranked 13th worldwide and 2nd in Europe by the amount of Tier 1 Capital (source: The Banker, July 2018, based on end-2017 data).
Our Uruguayan business, CA Indosuez Wealth (Uruguay) Servicios & Representaciones S.A., is a direct subsidiary of CA Indosuez Wealth (Group), the holding company that is the parent of all of Crédit Agricole group’s wealth management specialists, which is itself a subsidiary of Crédit Agricole CIB, Crédit Agricole group’s Corporate and Investment Banking arm.
CA Indosuez Wealth (Uruguay) Servicios & Representaciones S.A. is the Uruguayan representative office of:
In total, for our clients and teams alike, this is synonymous with strength, openness, synergies and access to a broad source of resources and expertise.
A team located in Miami and headed by Frédéric Lamotte, Head of the Americas Region, supports Indosuez Wealth Management’s operations in its various regional offices in Miami, Brazil and Uruguay, and establishes synergies between the region’s countries.
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 our stakeholders, as part of Crédit Agricole group, one of the highest-rated CSR-driven companies in the world, we are committed to upholding Corporate Social Responsibility through a forward-looking approach centred on Respect.