Our Governance

Like the many and varied chapters of our past, our shareholder, governance and organisation strongly influence what or rather who Indosuez Wealth Management is today.

The fact that we are part of Crédit Agricole group, for both us and for our clients, is a measure of the stability and broad scope for potential made possible by an effective governance structure.
The way we exercise our profession mirrors our organisation: empowering and federating, it not only fosters reactivity but also enables us to pool our resources towards a common objective in the service of our clients.
All with careful attention to risk management and control.


At the heart of a solid group

Coordinating all of the group’s specialist entities around the world, CA Indosuez Wealth (Group) lies at the heart of Crédit Agricole’s Wealth Management business.
In concrete terms, our parent company is a wholly-owned subsidiary of Crédit Agricole Corporate & Investment Bank (Crédit Agricole CIB), which in turn is owned by Crédit Agricole SA. The solidity of our shareholder and the potential afforded by the complementary expertise of its specialist business divisions is a game-changing asset for our clients.

 > Find out more about Crédit Agricole Group


A simple legal structure

Our simple ownership structure ensures effective governance.
Our Group's French holding company - CA Indosuez Wealth (Group) - was created in 2011 with the aim of strengthening the synergies between all of our Wealth Management activities and expertise around the world.
To ensure the utmost consistency among the entities united under its banner and the way in which they are managed, CA Indosuez Wealth (Group) is generally the sole shareholder of its subsidiaries, or holds at least two thirds of their shares (CFM Indosuez Wealth in Monaco, Azqore in Switzerland, Banca Leonardo and CA Indosuez (Fiduciaria) in Italy).
It also coordinates the Miami branch of Crédit Agricole CIB which specialises in Wealth Management.


Compact governance

CA Indosuez Wealth (Group) is a limited-liability company under French law with a Board of Directors.
Its organisation is based on a federal structure that involves each of its components in its decision-making processes.
Its governance combines the work of:

  • A Board of Directors, chaired by Jean-Yves Hocher - also Chairman of CA Indosuez (Switzerland) SA. The Group's Board of Directors is responsible for all decisions regarding major strategic matters.
  • Senior Management provided by Mr. Jacques Prost who also leads Crédit Agricole group's Wealth Management business division. Mr. Prost oversees all strategic decisions as well as all operations in coordination with his management team.
    Mr. Prost is assisted by an Executive Committee.
  • Cross-business management committees that have a decisive role to play given the federal structure in place:
    • a Business Line Executive Committee (CoDir),
    • several specialist "Group" committees.



The Board of Directors is made up of five members who all occupy key positions within Crédit Agricole group. Meetings are also attended by the Chief Executive Officer and two employee representatives from the Works Council, and are held at least three times a year.


Pierre FORT, Director

Chairman of CA Indosuez Wealth (France) and CEO of Crédit Agricole Alsace Vosges


Jean-Yves HOCHER, Director

Chairman of CA Indosuez Wealth (Group) and CA Indosuez (Switzerland) SA



Jérôme BRUNEL, Director

Corporate Secretary of Crédit Agricole S.A.


Bénédicte CHRÉTIEN, Director

Head of Human Resources, Crédit Agricole S.A.



Véronique FAUJOUR, Director

Head of Client Marketing and Communications, Crédit Agricole S.A.



Board of Directors meetings are also attended by:

  • Jacques PROST, Chief Executive Officer of CA Indosuez Wealth (Group) and CA Indosuez Wealth (France)
  • Ayoub ATTARI, Employee representative, CA Indosuez Wealth (Group)
  • Aude de DIEULEVEULT, Employee representative, CA Indosuez Wealth (Group)


Business Line Executive Committee, a federating force

All central and decision-making governance within our Group has a federal structure.

Indosuez Wealth Management Group operations are overseen by Chief Executive Officer Jacques PROST and the Business Line Executive Committee.

Meeting on a monthly basis, the committee brings together representatives from each of the major cross-business functions and from each entity to ensure effective and regular dialogue between all of our components. Multi-business and multi-cultural, the Committee reflects the diversity of Indosuez Wealth Management and the array of expertise and people that make up its teams.

The Business Line Executive Committee currently consists of the Chief Executive Officer and 15 permanent members designated by him.


Jacques PROST*

Chief Executive Officer of Indosuez Wealth Management Group and CA Indosuez Wealth (France)



Head of Compliance, Indosuez Wealth Management Group



Head of Human Resources, Indosuez Wealth Management Group




Deputy Chief Executive Officer, Indosuez Wealth Management Group



Chief Executive Officer of CA Indosuez Wealth (Europe) in charge of the Europe region excluding France


Jean-François DEROCHE

Chief Executive Officer, CA Indosuez (Switzerland) SA


Pierre DULON

Chief Executive Officer of Azqore



Chief Executive Officer of CFM Indosuez Wealth Management


Romain JÉROME*

Chief Digital Officer, Indosuez Wealth Management Group


Julie de LA PALME

Head of Communications, Indosuez Wealth Management Group




Head of Development, Indosuez Wealth Management Group



Deputy Chief Executive Officer in charge of business development, Indosuez Wealth Management Group



Head of Organisation & Information Systems, Indosuez Wealth Management Group



Guillaume RIMAUD

Deputy Chief Executive Officer responsible for France, CA Indosuez Wealth (France)



Andras TAKACS*

Chief Risk Officer, Indosuez Wealth Management Group



Henri K. H. TRAN*

Chief Financial Officer, Indosuez Wealth Management Group


* Also members of the Executive Committee of Indosuez Wealth Management Group


As well as approving all major strategic, managerial, operational, financial and organisational decisions, the Executive Committee oversees the implementation and control of strategic and financial planning.

More specifically, it monitors the activities of different entities and cross-business functions, and oversees the coordination of major projects. It also approves cross-business function appointments.

Once a year, the Committee's meetings take the form of a management seminar which is attended by representatives of the different entities and cross-business functions and by the heads of regions.


A matrix-based structure, by geographical region and business division

With client needs that will always vary according to country of residence or investment area, the local dimension of our teams plays a decisive part in the quality of service we offer.

Today, each of our established teams in 14 countries around the world is invested with the necessary decision-making responsibilities that guarantee proximity with our clients, quality relationships, and greater reactivity.

Our cross-business approach deployed on a global scale is a constant source of enrichment at every level and one that ensures the very highest degree of specialist expertise for all of our clients.

Our sales resources and teams are also configured to meet this two-fold requirement.

Today, Indosuez Wealth Management's activities span six geographical regions:

  • the European Union
  • Eastern Europe
  • Asia
  • the Pacific
  • the Middle East
  • and the Americas

serviced by four European platforms located in France, Luxembourg, Monaco and Switzerland. Each platform is responsible for at least one geographical region and one business division, with operations in Latin America coordinated in Miami.

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