Indosuez Wealth Management
Indosuez Wealth Management is the wealth management subsidiary of Crédit Agricole Group, serving HNWI, UHNWI, families, entrepreneurs, and institutional clients across 15 territories with €233 billion AUM as of December 2025.
- Company typePrivate
- Founded1875
- HeadquartersMontrouge, France
- Headcount1,001–5,000
- GTM typeB2B and B2C
- OfferingServices
What Indosuez Wealth Management does
Indosuez Wealth Management is the wealth management arm of Crédit Agricole Group, one of France's largest banking groups. Founded in 1875, it operates as a private subsidiary serving high-net-worth (HNWI) and ultra-high-net-worth (UHNWI) individuals, families, entrepreneurs, and institutional clients across 15 territories globally. As of December 2025, the firm managed €233 billion in assets under management (AUM) with a workforce of over 4,300 employees. Its European head entity is based in Luxembourg, while operational headquarters are in Montrouge, France.
The firm provides a full suite of wealth management services including investment advisory, portfolio management, private banking, corporate advisory, and structured financing solutions. Technology investments include the Tiera Capital platform, which leverages AI-enabled intelligence to provide transparency in private markets. The firm has also acquired Wealth Dynamix to enhance CRM and digital capabilities. Its product range spans traditional investment solutions, structured products, and active ETFs launched in partnership with Amundi. Distribution is reinforced by Crédit Agricole's institutional backing, including the recently formed Indosuez Corporate Advisory joint venture with Crédit Agricole CIB for investment banking cross-sell.
Indosuez generates revenue primarily through fee-based wealth management services, with typical private banking fee structures implying revenue in the €1.1–2.3 billion range based on its €233 billion AUM. Revenue mechanics combine asset-based fees, advisory and structuring fees, lending-related net interest income, and corporate advisory income from the CIB joint venture. Strategic activity in 2024–2026 has been dominated by acquisitions — Degroof Petercam, Banque Thaler, Wealth Dynamix, and the BNP Paribas Monaco client book — positioning the firm as an active consolidator in European private banking.
Indosuez Wealth Management firmographics
Firmographics- Name
- Indosuez Wealth Management
- Legal name
- CA Indosuez
- Website
- https://ca-indosuez.com
- Company type
- Private
- Founded year
- 1875
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Indosuez Wealth Management is the wealth management subsidiary of Crédit Agricole Group, serving HNWI, UHNWI, families, entrepreneurs, and institutional clients across 15 territories with €233 billion AUM as of December 2025.
- Ownership category
- akta.pro rank
Indosuez Wealth Management industry classification
Industry- Product category
- Wealth Management / Private Banking
- NAICS
- Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Indosuez Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Montrouge
- HQ country
- France
- HQ region
- Europe
Offices14 records
Markets served
Indosuez Wealth Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Fees charged for comprehensive wealth management advisory services including financial planning, investment advice, and wealth structuring for private clients, families, and entrepreneurs.
- Investment Solutions: Revenue from managing and distributing investment products including funds, structured products, and portfolio management solutions.
- Financing Services: Banking services including credit facilities, mortgages, and other financing solutions for wealth management clients.
- Fund Servicing: Fund administration and servicing capabilities provided through Azqore subsidiary for other financial institutions.
- Active ETF Products: New range of active ETFs to be launched in H2 2026 covering global bond and equity markets, structured through Amundi's ETF-as-a-Service platform.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Private banking services for high net worth individuals with customized pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Indosuez Wealth Management product offering
Product offeringCore offering
Indosuez Wealth Management provides personalised wealth management, investment advisory, financing, and banking services to high-net-worth and ultra-high-net-worth individuals, families, and entrepreneurs across 15 territories. The firm manages €233 billion in client assets through dedicated relationship managers, offering investment solutions, private markets access (via Tiera Capital), fund servicing, and corporate advisory. It also operates Azqore, a wholly-owned banking technology subsidiary providing back-office and IT outsourcing services for external private banks.
Product overview
Indosuez Wealth Management is the wealth management subsidiary of Crédit Agricole Group, offering a comprehensive continuum of services integrating advisory, financing, investment solutions, fund servicing, and banking technology solutions. The firm operates across 15 territories globally through a multi-brand structure including core services for families, entrepreneurs, institutional clients, and external wealth managers. Key products include private markets services (via Tiera Capital), active ETFs (launching H2 2026 via Amundi partnership), and Indosuez Corporate Advisory. Technology subsidiaries include Azqore (banking IT outsourcing) and acquired Wealth Dynamix (CRM solutions). Recent strategic moves include the full acquisition of Wealth Dynamix, Banque Thaler, integration of BNP Paribas Monaco's wealth management book, and launch of Indosuez Fund Solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Families and Entrepreneurs Wealth Management Comprehensive wealth management for private clients, families and entrepreneurs, supporting creation, management, protection and intergenerational transfer of wealth via a customised international approach. Includes advisory and asset-management components offered through dedicated relationship managers.
- Family Holdings Wealth Management Specialised wealth management service for ultra-high-net-worth individuals and family holdings, leveraging Indosuez group and Crédit Agricole CIB expertise to deliver increasingly sophisticated, evolving solutions across multiple jurisdictions.
- Institutionals and Corporates Solutions High-added-value solutions for large corporations, financial institutions, corporate foundations and associations covering treasury, financing and corporate advisory needs beyond standard wealth management services.
- External Wealth Managers Partnership Services Partnership services for family offices and independent investment management companies serving sophisticated private clients, providing technology outsourcing, client referral networks and operational support.
- Private Markets Services (Tiera Capital) Wealth management service for private markets investments, providing access to Tiera Capital, a wholly-owned Indosuez subsidiary and leading player in unlisted markets for over 20 years, with a data-driven and AI-enabled investment approach.
- Azqore Banking Technology & Outsourcing Banking technology and IT outsourcing service for private banks, providing back-office operations, IT systems and digital transformation support. Delivered by Azqore, a wholly-owned Indosuez subsidiary founded in 1992 (originally Crédit Agricole Private Banking Services), with a 20% stake held by Capgemini.
- Indosuez Fund Solutions Dedicated entity focused on investment funds solutions, including fund administration and servicing capabilities.
- Indosuez Corporate Advisory Financial advisory entity jointly owned by Indosuez Wealth Management and Crédit Agricole CIB, providing M&A advisory, financing, structuring and capital market support for SMEs, mid-caps and executive shareholders in France. Website: www.ca-indosuez-corp.com.
- Active ETFs New range of active ETFs in Europe covering bond and global equity markets, including Enhanced ETFs (one bond market ETF and two systematic active equity ETFs using disciplined, reproducible investment processes) and an Unconstrained ETF with flexible global equity strategy targeting long-term capital growth. Target investors include retail investors (especially Next Gen), pension funds and family offices. Structured using Amundi's ETF-as-a-Service platform.
Quantifiable outcome
- €233 billion in assets under management as of December 2025
- +1 more outcomes
Companies that use Indosuez Wealth Management
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles3 records
Indosuez Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability3 records
Feature2 records
Indosuez Wealth Management partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core, major, strategic and minor.
- AmundicoreEuropean asset management leader and top ETF provider partnering with Indosuez for ETF-as-a-Service platform to launch active ETF range in H2 2026. Initial lineup of 4 active ETFs covering global bond and equity markets.
- BNP Paribas (Wealth Management Client Base)majorAcquisition of BNP Paribas Wealth Management client base in Monaco, integrating new teams to strengthen collective capabilities and consolidate position as leader in Monaco banking sector.
- Crédit Agricole CIBcoreEqual ownership joint venture creating Indosuez Corporate Advisory, combining M&A advisory teams from both entities. Over 80 specialists providing financial advisory for SMEs, mid-caps, and executive shareholders in France.
- Wealth DynamixcoreUK-based WealthTech provider specializing in client relationship management solutions for private banks. Indosuez first acquired a 70% stake in January 2023, then completed full acquisition in November 2025 to bolster digital and innovation capabilities.
- Banque ThalercoreSwiss wealth management bank acquired by Indosuez to strengthen position in Swiss market. Legal merger completed by end of 2025, expanding client services and product offerings in Switzerland.
- AzqorecoreWholly-owned subsidiary of Indosuez providing banking outsourcing services including back office and IT for private banks, present in Switzerland and Singapore with Capgemini as 20% shareholder.
- CapgeministrategicCapgemini holds 20% stake in Azqore, Indosuez's banking technology subsidiary that provides back-office services and IT for private banks. Azqore is a key player in digital transformation for wealth management companies.
- International Merger and Acquisition Partners (IMAP)strategicIndosuez Corporate Advisory benefits from IMAP international network for cross-border M&A advisory services.
- HSBC Private BankminorClient referral agreement in Monaco under which CFM Indosuez serves HSBC's private banking clients in the Principality.
Scale indicators8 records
Recent moves7 records
Expansion highlights4 records
Indosuez Wealth Management competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights7 records
Customer concentration
Indosuez Wealth Management social profiles
Digital presenceIndosuez Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Indosuez Wealth Management leadership team
Management profileNumber of profiles
Profiles7 records
Indosuez Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries5 records
Indosuez Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Indosuez Wealth Management M&A and investment
M&A and investmentM&A3 records
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Indosuez Wealth Management
What does Indosuez Wealth Management do?
Indosuez Wealth Management provides personalised wealth management, investment advisory, financing, and banking services to high-net-worth and ultra-high-net-worth individuals, families, and entrepreneurs across 15 territories. The firm manages €233 billion in client assets through dedicated relationship managers, offering investment solutions, private markets access (via Tiera Capital), fund servicing, and corporate advisory. It also operates Azqore, a wholly-owned banking technology subsidiary providing back-office and IT outsourcing services for external private banks.
Is Indosuez Wealth Management a public or private company?
Indosuez Wealth Management is a private company. It is classified as corporate owned and is currently operating.
When was Indosuez Wealth Management founded?
Indosuez Wealth Management was founded in 1875. It employs 1,001 to 5,000 people.
Where is Indosuez Wealth Management based?
Indosuez Wealth Management is headquartered in Montrouge, France, in the Europe region.
How does Indosuez Wealth Management make money?
Five revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are investment Solutions, financing Services, fund Servicing and active ETF Products.
Does Indosuez Wealth Management have an API?
Yes. Indosuez offers a PSD2 API based on the Berlin Group NextGenPSD2 Framework Version 1.3, providing REST APIs for XS2A (Access to Account) services. The API implements the Redirect Flow authentication method and supports Strong Customer Authentication. Available endpoints include production and sandbox environments at https://api.xs2a.ca-indosuez.lu/ and https://sandbox.xs2a.ca-indosuez.lu/ respectively, with clientID/X-Client-Id and clientSecret/X-Client-Secret authentication. Developer documentation is at developer.xs2a.ca-indosuez.lu.
What industry is Indosuez Wealth Management in?
Indosuez Wealth Management's product category is Wealth Management / Private Banking. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 52394 and its SIC code is 6282.