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Indosuez Wealth Management

Private banking for families, entrepreneurs, and family holdings across 15 countries.

Services-only
€233 billionAssets on platform / AUM
01 — Overview

What Indosuez Wealth Management does

Indosuez Wealth Management is the private banking arm of Crédit Agricole Group, operating across 15 locations globally with €233 billion in assets under management as of December 2025. Its positioning as a wealth bank for families, entrepreneurs, and ultra-high net worth individuals is deliberate rather than incidental: the bank organises its offering around distinct client segments, each with a dedicated service model rather than a single generic proposition.

For family offices and wealthy families, Indosuez structures its offering around four operational pillars:

  • Wealth structuring and estate organisation for private clients and entrepreneurs
  • Investment management and portfolio diversification across asset classes including private markets
  • Philanthropy and impact-oriented wealth allocation
  • Relationship banking and advisory through dedicated private bankers

The bank also operates Tiera Capital, its private markets division with over 20 years in unlisted assets, and Azqore, a banking technology subsidiary that provides back-office and IT outsourcing to other private banks. Family holdings and ultra-high net worth clients are served jointly with CACIB, Crédit Agricole's corporate and investment banking entity, giving access to structured finance capabilities that a standalone private bank typically cannot offer. External wealth managers and independent family offices are also served as a custodian and execution partner.

Buyers choosing Indosuez accept the trade-off that comes with any large banking group: institutional depth and multi-jurisdictional reach, but less agility than a boutique. Pricing is not disclosed publicly, and the breadth of the network, spanning France, Switzerland, Luxembourg, Singapore, Hong Kong, the UAE, and Monaco among others, suits clients with cross-border complexity more than those with single-market needs.

Working every day in the interest of our customers and society.

On Indosuez Wealth Management, from a family-office user
02 — Product & capabilities

What it covers

Core tasks
  • Wealth structuring and estate planning for private clients and families
  • Investment management and portfolio diversification including private markets
  • Custody and banking services for external wealth managers and family offices
  • Philanthropy and impact-oriented wealth planning
  • Family holding and ultra-high net worth advisory in conjunction with corporate banking
  • Banking technology and back-office outsourcing to private banks via Azqore
Notable features
  • Dedicated private markets access via Tiera Capital
  • Multi-jurisdictional booking and relationship management across 15 locations
  • Wealth structuring and succession planning services
  • Impact and philanthropy advisory
  • External wealth manager partnership programme
  • Banking outsourcing and IT services through Azqore subsidiary
  • Online banking portal for clients
  • Monthly house views and CIO investment research publications
  • Corporate and structured finance access via CACIB partnership
Assets supported
Private MarketsUnlisted AssetsEquitiesFixed Income
Platform & technology
Multi-Currency SupportConsolidated View
03 — Company

The firm behind it

Ownership
Subsidiary of Crédit Agricole Group
Software type
Services-only
Headquarters / markets
France, Switzerland, Luxembourg
Offices
Paris, Geneva, Luxembourg, Monaco, Singapore, Hong Kong, Dubai, Milan
Languages
English, French
Key people
AAnne-Laure BranellecSenior Executive (referenced in content)
Recognition
  • Euromoney Award - 2026
  • WealthBriefing Award - 2026
04 — Clients & fit

Who it’s for

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Advisors / Wealth Advisors (RIA).

05 — Support & onboarding

Getting it running

Dedicated relationship bankers and private banking advisors across 15 international locations.

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