To allow our clients to build a diversified portfolio, we offer a wide range of investment funds covering all asset classes (equities, bonds, money markets, etc.) and using different investment methods (index, sector or theme-based funds, etc.).
We offer a range of exclusive funds covering many investment themes. These funds are hand-picked by our own investment management companies because they match our convictions and meet our clients' investment requirements. Equities, bonds, money market instruments - all the major asset classes are covered. We also select funds managed by Amundi - Europe's leading asset manager, and part of Crédit Agricole Group.
We also have an open architecture environment. This allows us to offer diversification opportunities and gives our clients a point of entry to markets, regions, or areas of expertise that are otherwise difficult to access.
Our strict selection process reflects our commitment to excellence and prudence. Indosuez Wealth Management strives to be a partner for its clients. We apply very strict selection and follow-up criteria and perform proprietary pre-selection analyses and audits and detailed follow-up reviews. Our pre-selection audits include quantitative and comparative performance and risk analyses and qualitative assessments including meetings with fund managers. We regularly review the chosen funds and analyse their portfolios to ensure that their management is stable and that they observe their investment rules.
Be involved in managing your assets and receive personalised advice or benefit from direct access to the financial markets.
Manage and pass on your financial assets on the best possible terms, while retaining control over your investments.
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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.