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. They evoke a time of opening up to the world across Europe, Asia and the Middle East.
We already have a long history in Italy, dating back nearly half a century. Our story in Italy began with Banque de Suez, founded in 1958, which gradually added subsidiaries and holdings in Italy. This included Finanziaria Indosuez created in the 1970s with its own Wealth Management business. Our other ancestor, Banque d'Indochine, also began to expand in Italy from 1970 on.
The histories that have shaped us were then continued by Banque Indosuez, which was formed from the merger of these two leading banks in 1975.
In 1996, our story gained momentum when Banque Indosuez joined Crédit Agricole group. Over time, the group gradually combined its Wealth Management teams all over the world to create CA Indosuez Wealth Management.
In 2014, CA Indosuez Wealth Management, the Crédit Agricole Wealth Management global brand, has its roots in Italy with its first Italian branch.
In 2018, with the acquisition of Banca Leonardo, which already had a strong presence in Italy, CA Indosuez Wealth Management was able to further expand its horizons.
Bringing together its teams specialising in Wealth Management in a completely Italian entity, CA Indosuez Wealth (Italy) S.p.A. was founded in October 2019.
As in its early days, our company now offers the full range of its wealth management and trust management services to large families and Italian entrepreneurs.
These multi-disciplinary and highly skilled teams primarily work with families, ultra-high net worth individuals and entrepreneurs, helping them manage, protect and pass on their wealth. Like elsewhere around the world, we also provide solutions for the financial intermediaries who advise them, as well as for associations and foundations.
Indosuez Wealth Management operates alongside other teams from Crédit Agricole group so we can provide our expertise to their respective clients.
We also work in partnership with Crédit Agricole CIB, the group's Corporate and Investment Banking arm, to help its clients - entrepreneurs and corporate executives alike - manage the wealth management aspects of their corporate financing transactions.
Our services extend to the wealthy clients of Crédit Agricole group's retail banks Cariparma (Italy's 7th largest banking group), Carispezia, FriulAdria, Cassa di Risparmio di Cesena, Rimini and San Miniato.
In Italy, as in the rest of the world, Wealth Management is our core business. We carry out this critical mission to serve our clients the Indosuez way, with strong convictions and the firm belief that prudence also contributes to performance.
As Architects of Wealth, we offer our clients exceptional service and expert advice in order to optimise the structure of their wealth and guide their investment decisions.
In addition to traditional Wealth Management solutions, we deliver flawless execution and precision banking services to ensure our clients' satisfaction and help them achieve their individual goals.
The value added by Indosuez Wealth Management is enhanced by our organisational structure. Our manageable size along with our strong international orientation offers clients residing in Italy more than just a local presence: it gives them a direct connection to the teams of our global network.
The expertise and experience of our Italian teams and their perfect understanding of the local environment are pooled with the knowledge of our experts around the world to form the distinctive features of the Indosuez Wealth Management platform serving our clients.
The Senior Bankers that assist you in Italy are supported by the group's Structuring Wealth specialists. For the Investing Wealth activity they draw on global experts in the different investment areas covered by Indosuez Wealth Management: Advisory, Discretionary Portfolio Management, Structured Products, Investment Funds, Private Equity, Real Estate, Life Insurance, Forex and Precious Metals.
Our clients also enjoy privileged access to the resources and expertise available within Crédit Agricole group’s other entities. Italy is Crédit Agricole's second largest country in terms of direct presence, and the group provides full banking and financial services there (retail banking, asset management, insurance, consumer credit, leasing, factoring, etc.). In Italy our entrepreneur clients benefit from our close relationship with the group's Corporate and Investment Banking teams at Crédit Agricole CIB and its network that spans 33 countries.
Aside from our history and expertise, the value added by Indosuez Wealth Management
also comes from our international structure and our position within one of the world’s leading banking groups.
CA Indosuez Wealth (Italy) S.p.A. is directly controlled by CA Indosuez Wealth (Europe), society that manages wealth management business in Europe.
Its parent company is CA Indosuez Wealth (Group), the holding company that is parent of all of Crédit Agricole group's Wealth Management specialists. It is itself a subsidiary of Crédit Agricole CIB, Crédit Agricole group's Corporate and Investment Banking arm.
We are backed by Crédit Agricole, one of the biggest international banking groups - ranked 7th worldwide by the amount of Tier 1 capital -
For our clients and teams alike, this structure is synonymous with strength, openness, synergies and access to a vast array of resources and expertise.
CA Indosuez Wealth (Italy) S.p.A., is steered by Chief Executive Officer Marco Migliore, member of the Board of Directors, with autonomy decision-making coherently with the principles of federal organisation.
In addition to the banking and investment services offered by CA Indosuez Wealth (Italy) S.p.A. we also provide fiduciary services in collaboration with CA Indosuez Fiduciaria SpA, headed by Elena Magni and 59% owned by CA Indosuez Wealth (Europe), 35% by CA Indosuez Wealth (Italy) SpA, and the remaining share by Crédit Agricole Italia.
The Crédit Agricole group clients also benefit from the expertise of our specialised subsidiary CA Indosuez Fiduciaria SpA. It offers a wide range of fiduciary services, such as fiduciary investments in shares, company stock and financial assets in general.
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.
In order to be a positive influence on each of our stakeholders, we are committed to upholding Corporate Social Responsibility through a forward-looking strategy centred on respect, which we implement alongside our group, one of the highest-rated CSR-driven companies in the world.
In addition, as it does throughout the world, our company and our local team provide their support to those who take concrete action by sponsoring events in support of artistic and cultural charities.