Headlines

Globe Green Clouds

ESG criteria embedded in Indosuez's DNA

In the columns of Agefi, Jean-François Deroche, CEO of Indosuez Wealth Management in Switzerland and Chairman of the Board of the Indosuez Foundation in Switzerland, expressed his view on the raison d'être and social commitment of the Indosuez group. The essentials...

20.02.20 - 10:36

[#VideoRepost] Indosuez Gestion CEO Delphine Di Pizio - Tiger spoke about how exchange markets are reacting to the current outbreak of...
https://lnkd.in/gcdEspH

19.02.20 - 05:09

"While the replacement rate is declining and #healthcare expenses increasing in #Switzerland, bonuses and penalties to encourage later...
https://lnkd.in/d8rCxnN

Green │ Ecology │Wind

Green notes: the missing piece to the green allocation puzzle

People │ Street │ City

Important political resignations in Europe

12.02.20 - 04:46

[#GreenFinance] is no longer a niche topic as investors have access to a wider range of ecological and financial instruments. Nicolas M...
https://www.linkedin.com/feed/update/urn:li:activity:6633380235230482432

gold

Marie Owens Thomsen rewarded at the WealthBriefing Swiss Awards 2020

Coronavirus │ Epidemy │Needle │

The markets have come back from the coronavirus

water nature river Asia

Investor Dilemmas in 2020

Here
for you

Indosuez in Miami

With a presence in Miami dating back to 1982, Indosuez in Miami provides Wealth Management services to clients from around the world, and especially to clients in Latin America.

Our highly qualified multi-disciplinary teams are backed by the extensive skills available at Indosuez group and the synergies they leverage with Crédit Agricole group, and Crédit Agricole CIB in particular. This allows us to meet all our clients’ needs, for example by offering products in U.S. dollars to enable portfolio diversification.

“Architects of Wealth”

We provide our clients with expert advice and premium services to create appropriate wealth structures and investment solutions.

Think about today, prepare for tomorrow

Organise and structure your wealth.

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Manage your assets with expertise and conviction

Our specialised services and innovative offers for diversifying your wealth.

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Create meaning

Creating the world of tomorrow, merging public and personal interest.

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An exceptional experience

Build a close and trusting relationship.

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A partner with multiple expertises

We serve a diverse client base. Each of our clients has unique expectations that require customised solutions.

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Families and Entrepreneurs

Our experts support private clients, families and entrepreneurs. We help them to create, manage, protect and pass on their wealth using a comprehensive customised and international approach.

Institutionals and Corporates

In addition to Wealth Management, our teams offer high-added-value solutions to a clientele of large corporations, financial institutions, corporate foundations and associations.

External Wealth Managers

As a natural partner of those who meet the most sophisticated needs of their own private clients, we work with a number of Family Offices and independent investment management companies.

Banking Technology

Azqore, a subsidiary of CA Indosuez Wealth (Group) specialising in banking outsourcing, is a key player in supplying back office services and information technology for Private Banks.

About us

A local presence for Indosuez group

As part of CA Indosuez Wealth (Group) we boast a solid shareholder base and a local structure on a human scale, where we coordinate the activities of Indosuez group’s offices in Latin America (Brazil and Uruguay).


Combining international heritage and expertise

For over 140 years, our Bank has grown alongside the entrepreneurs and families we advise around the world. Our history combines with our expertise to give us our distinctive positioning.

Our history

Cultivating our clients’ trust over time

Our raison d’être, “Working every day in the interest of our customers and society”, guides our actions and gives meaning to our strategy, allowing us to earn and retain our clients’ trust over time.

Our raison d’être

Placing responsibility at the heart of our business model

Our commitment to CSR, philanthropy and compliance are drivers of continued progress, adding to our singular positioning and our excellence in relationship banking.

Our CSR commitment

Indosuez Wealth Management group

at 31/12/2019
3,160
employees
14
countries
€132.1 bn
assets under management

Our international network

You can access the full breadth of our expertise from the main financial centres around the world.

Americas
United states of america
Miami
+1 305 375 7800

600 Brickell Avenue -37th Floor Miami - FL 33131 USA

Our international network

You can access the full breadth of our expertise from the main financial centres around the world.