To meet the needs of your investment strategy, Indosuez Wealth Management has developed three management and investment universe.
A first step into personalised wealth management as part of an investment advisory mandate based on a clearly defined selection of products or a turnkey discretionary management mandate.
A targeted investment advisory mandate or a diversified discretionary management mandate adjusted to the profile and personal circumstances.
A proactive investment advisory service or a personalised wealth management approach corresponding to your needs and strategy.
Our Design Unlimited solution to access even more flexibility and personalisation.
To allow you to diversify your investment portfolio and to offer an alternative to traditional investments like equities, bonds and funds, Indosuez Wealth Management proposes an array of specialist solutions, including:
These assets, solutions and services are traditionally used over time to protect, grow and pass on enduring wealth. Indosuez Wealth Management, with its experience and the support of its expert partners, in particular within Crédit Agricole Group, will help you with your investment decisions. Its strong convictions mean it may even advise you to avoid any investments that are unclear or imprudent.
140 years of wealth management experience, Indosuez Wealth Management has formed a certain idea of how investments should be made.
This idea is based on putting the client's interests first, prudence, transparency, and simplicity.
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Delegate the everyday management of your financial assets.
Be involved in managing your assets and receive personalised advice or benefit from direct access to the financial markets.
We offer a carefully selected range of diversified investment funds managed in-house or by top international fund managers.
Diversify your investments while controlling risk with a large range of products that are easy to understand and clearly explained.
Indosuez Wealth Management gives its clients direct access to the world's largest financial market - the forex and precious metals market - with tailored support.
Aim for additional performance by investing in unlisted companies via a tried-and-tested structure.
Receive support for investments in tangible assets to diversify your portfolio or for your personal use.