Indosuez Wealth Management has a dedicated team of Discretionary Portfolio Management experts available on request from each of our offices.
We have a long history of providing these services around the world and have served some of our clients for several generations.
Depending on your country of residence, on your management and investment universe, we can offer different types of investment mandates to meet your needs:
Most of our mandates are eligible for life insurance.
Our clients primarily want us to preserve the capital we manage on their behalf and to generate value in all market conditions. For this reason, all the portfolios we manage under discretionary mandates have an asymmetrical risk profile designed to benefit from market rallies and protect the invested assets during market downturns.
To achieve this, we have a prudent approach designed to constantly maximise returns while minimising risk.
Indosuez Wealth Management has a cross-business structure with 400 investment experts working together to devise a global, worldwide investment strategy which is adopted during investment committee meetings that cover all our offices and lines of business.
The global, worldwide strategy is then adapted to each client, taking into account their specific needs and attitude to risk. Our investment decisions are therefore based on strong convictions and are then adapted to fully integrate clients' personal requirements.
Under a Discretionary Portfolio Management mandate, our clients' portfolios are built with a dynamic asset allocation that covers all asset classes and all geographical regions. The asset allocation includes direct investments in selected equities and bonds as well as investment funds that match our vision, chosen from within Crédit Agricole Group or the best fund managers from around the world.
Constantly committed to our prudent approach, we also use financial instruments to hedge investment risks (interest rate and currency risks). We apply a very strict risk acceptance, monitoring, and control process to all the investment vehicles we use.
At Indosuez Wealth Management, our way of doing things is defined by our own story and the stories that have shaped who we are today, as well as by our human dimension, our sense of responsibility and perspective.
Who we help
Wealth management solutions to structure both your personal and professional assets
140 years of wealth management experience, Indosuez Wealth Management has formed a certain idea of how investments should be made.
This idea is based on putting the client's interests first, prudence, transparency, and simplicity.
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Who we help
Indosuez Wealth Management has the expertise needed to build the bespoke solutions some of our clients expect.