Indosuez Wealth Management

Spear’s Review 

Indosuez Wealth Management, Crédit Agricole’s wealth management arm, employs more than 3,000 people in 13 locations around the world.  

With €135.1 billion in assets under management as of end-2023 and a more than 145-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.