Indosuez in Luxembourg

Our company, which first opened its doors in the Grand Duchy in 1920, has over the years built on the trust of its clients, combined with highly excelling teams and the support of our group, to become one of the top 5 names in the Luxembourg Wealth Management industry.
We are here to serve your needs, here and all around the world.

INTERNATIONAL BY NATURE

The stories behind the creation of Indosuez Wealth Management over a century ago, from the founding of the Compagnie Universelle du Canal Maritime de Suez 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.

 

DEEPLY ROOTED IN LUXEMBOURG FOR NEARLY A CENTURY

Our story also testifies to the solid local roots laid down by Indosuez Wealth Management. We are, in fact, the heirs to local companies or long-established local institutions, including first and foremost the emblematic “La Luxembourgeoise” created in 1920, whose history is intertwined with the illustrious history of the Luxembourg financial market.

Our development since then, which can be traced to the merger of several top-ranking companies, as well as our position as a member of Crédit Agricole group and our current scope of operations, confirm the strength of Indosuez Wealth Management in Luxembourg.

> Find out more about our story in Luxembourg
> Find out more about our shareholder base and local governance

 

A BENCHMARK IN THE LUXEMBOURG MARKET

As a founding member of the Luxembourg Stock Exchange in 1929 and the ABBL (Luxembourg Bankers’ Association) in 1939, we have successfully maintained our status as a benchmark in the industry over the years. Today, we rank among the top 5 Wealth Management specialists in Luxembourg, serving clients from all over Europe, often to complement the services they receive in their country of residence.

 

OUR WEALTH MANAGEMENT BUSINESS

The recognition we have earned speaks to our high degree of specialisation, as Indosuez Wealth Management's multi-disciplinary teams are focused exclusively on Wealth Management, both in Luxembourg and worldwide.

Our teams work with families, ultra-high net worth individuals, entrepreneurs around the world, and their financial advisors and intermediaries helping them manage, protect and pass on their wealth. We also provide services to associations and foundations.

> What we do for our clients

 

WEALTH MANAGEMENT THE INDOSUEZ WAY

We carry out this critical mission the Indosuez way, firm in the conviction 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 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.

> Find out more about our Wealth Management solutions

 

INTERNATIONAL TEAMS AND CLIENTS

Drawing on the complementary areas of expertise of our teams in the Grand Duchy, which boast 350 Wealth Management professionals of 15 different nationalities, our office in Luxembourg is a major component of our international Wealth Management network that serves the needs of our clients - both families and entrepreneurs alike - all around the world.

We also have a local team focused exclusively on providing specialised services to External Managers operating in Luxembourg or elsewhere.

 

AT THE HEART OF THE WEALTH ADVISORY INDUSTRY

Having established a specialised Wealth Advisory structure locally approved by the CSSF (Luxembourg Financial Sector Supervisor), Indosuez Wealth Management provides its clients with the resources and experience of experts hailing from the main EU countries; our teams assist in the key phases of your Wealth management, both privately or professionally: custom wealth structuring, international mobility assistance, inheritance planning and transmission of family-owned businesses.

 

A BROAD RANGE OF EXPERT INVESTMENT RESOURCES

We also have local teams specialising in Investing Wealth and covering all investment fields in which Indosuez Wealth Management excels: Advisory, Discretionary Portfolio Management, Structured Products, Investment FundsPrivate Equity, Real Estate, Life Insurance, Forex and Precious Metals.

A number of expert fields have been specifically developed in the Grand Duchy. Drawing on its history as a custodian and the current expertise of our Luxembourg wealth management company, CA Indosuez Wealth (Asset Management), our entity in charge of the Luxembourg Investment Fund also coordinates the business line on a global scale.

Our clients also enjoy access to the life insurance brokerage services of our local subsidiary, CA Indosuez Insurance Brokerage, and our close ties with CALI Europe, a Crédit Agricole group subsidiary specialising in life insurance located in Luxembourg.

Finally, our clients benefit from investment opportunities created by a strong local Private Equity team.
The added value offered by Indosuez Wealth Management in Luxembourg is generated both from the robustness of our operations in the Grand Duchy and the international scope of our network; not to mention preferred access to the resources, networks and expertise of our Group, le Crédit Agricole.

 

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