Indosuez Wealth Management

Spear’s Review 

Indosuez Wealth Management, Crédit Agricole’s wealth management arm, employs 4,500 employees in 16 locations around the world.  

With approximately €215 billion in client assets as of December 2024 and a more than 150-year history, the firm serves a range of international and multifaceted clients: families, entrepreneurs, senior executives and ultra-high-net-worth individuals. 

From developing a personalised wealth strategy and structuring personal financing to estate, succession and philanthropy planning, Indosuez is equipped to organise and structure multi-jurisdictional and multi-generational wealth. 

Its discretionary portfolio management service and investment advisory service is complemented by a comprehensive universe of investment funds, as well as opportunities to invest in alternatives.