Indosuez Wealth Management

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.

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

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

• Private banking services
• Wealth management advisory
• Investment fund solutions
• Corporate financial advisory
• Banking technology outsourcing

Headquarters

HQ city

Montrouge

HQ country

France

HQ region

Europe

Offices14 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. Investment Solutions: Revenue from managing and distributing investment products including funds, structured products, and portfolio management solutions.
3. Financing Services: Banking services including credit facilities, mortgages, and other financing solutions for wealth management clients.
4. Fund Servicing: Fund administration and servicing capabilities provided through Azqore subsidiary for other financial institutions.
5. 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

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core 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

Named customers1 record

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability3 records

Feature2 records

Partnerships

Nine partnerships are on record, tiered core, major, strategic and minor.

• AmundicoreTechnology or Integration · 13 May 2026European 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)majorStrategic or Co-development Partner · 24 March 2026Acquisition 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 CIBcoreStrategic or Co-development Partner · 12 January 2026Equal 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 DynamixcoreTechnology or Integration · 20 November 2025UK-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 ThalercoreStrategic or Co-development Partner · 1 September 2025Swiss 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.
• AzqorecoreTechnology or Integration · 1 January 2022Wholly-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.
• CapgeministrategicTechnology or Integration · 1 January 2018Capgemini 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)strategicGTM or Marketing Partner · 1 January 2017Indosuez Corporate Advisory benefits from IMAP international network for cross-border M&A advisory services.
• HSBC Private BankminorGTM or Marketing Partner · 1 January 2016Client 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

Market position

Competitive moat5 records

Key highlights7 records

Customer concentration

• Xx.com/ca_indosuez
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/indosuez-wealth-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&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