Our clients include men and women who are very active in the business world. Some are entrepreneurs who own and run their own business. Others are shareholders or executives invested in their company. These clients want advice covering both their business and private assets and the overlap between the two.
Indosuez Wealth Management's teams fully integrate this dual corporate-private dimension and develop global wealth strategies. A dedicated Corporate Finance team is available to Senior Bankers serving such clients.
Our proven expertise helps clients make decisions about their business assets, with advice on possible transactions and a detailed assessment of the impact such transactions will have on their personal wealth.
For example, we can advise on the following:
As well as our advisory role, we also provide operational support to aid entrepreneurs with transactions impacting their top-line growth, for example credit and risk management. We provide a rapid response at key times in their company's development, with asset/liability guarantees, counter-guarantees such as surety bonds, firstbonds, first-demand guarantees or investment financing solutions. Our Private Equity and Real Estate departments are also regularly involved in our clients' business plans.
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.
If you are invested in a business as an entrepreneur, shareholder or executive manager, the management of your wealth must factor in this dimension.
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So you can be sure that the decision to put your trust in us was the right one, we place great importance on managing risks.