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.
Our Belgian roots are also steeped in the history of Banque de Suez, whose subsidiary Banque du Benelux opened branches in Liège and Ghent in 1975. It later became Banque Indosuez Belgique, expanding its presence to Brussels, Antwerp and Kortrijk.
In 1996, our story began anew 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.
Today, our Belgian operation is the result of the 2010 merger between two leading Wealth Management institutions: portfolio management company CAGP Belgium, a subsidiary of Crédit Agricole Group, and brokerage firm Dresdner Van Moer Courtens.
The stories that have shaped us make us the heirs to a long tradition of expertise that allows our Belgian clients to benefit from the full range of our Wealth Management services.
Our Belgian teams, located in Brussels, Antwerp and Ghent, are dedicated to Indosuez Wealth Management’s clients.
Our multi-disciplinary and highly specialized teams primarily work with families, ultra-high net worth individuals and entrepreneurs here in Belgium, helping them manage, protect and pass on their wealth.
In Belgium, as in the rest in the world, Wealth Management is our core business. We carry out this critical mission to serve our clients 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.
At Indosuez Wealth Management, our added value also results from our organisational structure. Our combination of a human scale with international reach offers clients a local presence and a direct connection to the teams in our global network.
The expertise and experience of investment advisors based in Belgium, with their comprehensive grasp of the local environment, combined with that of our various international experts, form the distinctive features of the Indosuez Wealth Management platform serving our clients. In Brussels, we also have a team dedicated exclusively to French citizens residing in Belgium.
As such, we offer a local department of wealth specialists who can advise our clients on how to maximise, structure and pass on their wealth. We help them with their succession issues, with creating and administering companies, and with procedures related to international transfers or the purchase of secondary residences outside of Belgium.
Our clients benefit from the skills of our local teams and all of our Structuring Wealth expertise worldwide.
Our Investing Wealth business offers clients our full range of expertise and solutions from the various investment fields in which we excel: Advisory, Discretionary Portfolio Management, Structured Products, Investment Funds, Private Equity, Real Estate, Life Insurance, Forex and Precious Metals.
In addition, Indosuez Wealth Management operates in Belgium alongside other Crédit Agricole Group team, offering our clients privileged access to the vast array of resources and expertise at our disposal. As such, we frequently partner with Crédit Agricole CIB, the Group’s corporate and investment banking division, to serve our entrepreneurial and business executive clients, as well as with Crédit Agricole Life Insurance Europe for life insurance issues and with Crédit Agricole’s regional banks for real estate in France.
Aside from our history and expertise, the value added by Indosuez Wealth Management lies in its international structure and our membership in one of the biggest banking groups in the world.
As for our Wealth Management activities, our Belgian operation is an agency of CA Indosuez Wealth (Europe), which spearheads the Group’s operations in Europe from its head office in Luxembourg,.
Its parent company is CA Indosuez Wealth (Group), the holding company for all Crédit Agricole Group entities specialising in wealth management, which is itself a subsidiary of Crédit Agricole CIB, the Group’s Corporate and Investment Banking division.
In addition, our support from Crédit Agricole — ranked 13th worldwide and 2nd in Europe by the amount of Tier 1 Capital (source: The Banker, July 2017, based on end-2016 data) — represents a guarantee of great financial strength for our clients.
Taken as a whole, this platform is synonymous with strength, openness, synergies and access to a broad source of resources and expertise.
CA Indosuez Wealth (Europe) Belgium Branch is steered by a Senior Management team located in Brussels that wields considerable authority. It is headed by Baudouin de Marnix, Chief Executive Officer and member of the CA Indosuez Wealth (Europe) Strategic Steering Committee, in accordance with the principles behind our federal structure.
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.
Furthermore, in order to be a positive influence on each of our stakeholders, as part of Crédit Agricole Group, one of the highest-rated CSR-driven companies in the world, we are committed to upholding Corporate Social Responsibility through a forward-looking approach centred on Respect.
In addition, as it does throughout the world, our company and our team deliver support to Belgian associations that provide local assistance to sick children and training for women, as well as healthcare and education for children all over the world.