CFM Indosuez Wealth Management
Description
CFM Indosuez Wealth Management is internationally oriented while being solidly rooted in Monaco with 30% of mostly Monegasque shareholders. We offer our clients the local presence of our Wealth Management specialists based in the Principality, combined with privileged access to the expertise of our majority shareholder, the Crédit Agricole group, the leading bancassurer, asset manager in Europe and 12th largest bank in the world in terms of Tier 1 capital (source: The Banker, July 2021). Within the group, our Company is integrated in the Wealth Management Business, Indosuez Wealth Management, which has 3,060 employees in 10 countries.
Our history has been built in tandem with that of the entrepreneurs and families we have advised all over the world, in areas such as wealth strategy and structuring, investments, financing and much more. In particular, we draw on the experts on our trading floor, the first of its kind in Monaco and on the Côte d’Azur. Our commitment to our clients is based on the five pillars of our business: Accessible and responsive, A spirit of partnership, The excellence of balanced advice, A quality-based approach, and Trust and security.
As the leading bank in Monaco, our company, which celebrates its 100th anniversary this year, offers financial solutions to private investors, businesses, institutions, and professionals. External management companies benefit from a dedicated team that provides customised solutions. CFM Indosuez Wealth Management was elected the Best Bank of Monaco in 2021 for the fifth consecutive year by the international magazine Global Finance and Best Wealth Management firm in 2021 by Wealth Briefing Europe and is proud to contribute to the development of the Principality’s socioeconomic fabric.
Our Media
Albert 1er agency
Albert 1er agency