CA Indosuez

What CA Indosuez does

CA Indosuez is the wealth management arm of Crédit Agricole Group, providing private banking, asset management advisory, and investment services to high-net-worth individuals, families, entrepreneurs, family offices, and institutional clients. Founded in 1876 in Switzerland and now headquartered in Paris (17 rue du Docteur Lancereaux, 75382 Paris Cedex 08), the firm operates 13 offices across France and maintains a presence in 12+ countries spanning Europe, Asia-Pacific, the Middle East, and New Caledonia. As of December 31, 2025, the business reported €47.7 billion in assets under management in France, €496 million in Net Banking Income (PNB), and 579 collaborators in the France region, with 145+ years of heritage anchoring its brand.

The company's core product and service portfolio is built around relationship-manager-led wealth advisory, including asset management, estate and inheritance planning, private markets access (via Tiera Capital, branded as 'Architects of Private Markets'), and fund solutions (CA Indosuez Fund Solutions). Technology infrastructure is delivered through subsidiary Azqore, which provides banking outsourcing, back-office, and IT solutions for private banks, complemented by a multi-country e-banking platform, the My Indosuez mobile app (iOS and Android), and PSD2-compliant Open Banking APIs based on the Berlin Group NextGenPSD2 Version 1.3 framework. The firm expanded its investment product range in May 2025 with the launch of active ETFs. Regulatory oversight spans the European Central Bank, ACPR, AMF, and the French Deposit Guarantee Scheme (FGDR), with GDPR, SFDR, and PSD2 compliance.

CA Indosuez is a wholly-owned subsidiary of Crédit Agricole Group, generating revenue primarily through recurring wealth management fees (management and advisory) and transaction/trading fees on AUM. The go-to-market model relies on a direct relationship-manager sales motion across physical offices in France and an international network for cross-border HNW clients, supplemented by digital channels for existing clients. CEO Jacques Prost leads the firm, which is positioned under the 'Architects of Wealth' brand and serves both B2C wealth clients and B2B external wealth managers through Azqore's technology stack.

Name

CA Indosuez

Legal name

CA Indosuez

Website

https://france.ca-indosuez.com

Company type

Private

Founded year

1876

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

CA Indosuez is the wealth management arm of Crédit Agricole Group, providing private banking, investment advisory, and asset management services to high-net-worth individuals, families, entrepreneurs, and institutional clients across 12+ countries. It manages €47.7B in AUM in France and operates banking technology through subsidiary Azqore.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Commercial Banking (52211), Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

High-Net-Worth (HNW) Private Banking (FSABADAB)

akta.pro secondary industries

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Offshore & International Private Banking (FSAAABAB)

Keywords

• Wealth management services
• Private banking
• Asset management
• Investment advisory
• Estate planning

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices11 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Fees: CA Indosuez generates revenue primarily through fees charged on assets under management. As a private wealth management bank, the revenue is derived from management fees, advisory fees, and transaction fees on investment operations conducted on behalf of clients.
2. Transaction and Trading Fees: Fees generated from executing investment transactions, securities trading, and other financial operations for private banking clients.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

CA Indosuez is a private wealth management bank that provides personalized advisory, asset management, estate planning, and private banking services to high net worth individuals, families, entrepreneurs, family holdings, institutional clients, and external wealth managers. Its offering spans investment solutions (including a 2025-launched active ETF range), private markets access via Tiera Capital, fund solutions via CA Indosuez Fund Solutions, and banking technology/back-office outsourcing via Azqore, supported by multi-country e-banking and mobile access.

Product overview

CA Indosuez operates as a wealth management division of Crédit Agricole Group, offering a unified but multi-component service portfolio centered on private banking and wealth management. The core offering includes wealth advisory, investment management, and banking services for families, entrepreneurs, family holdings, and institutional clients. Technology infrastructure is supported through subsidiary Azqore for banking outsourcing, while digital access is provided via the e-Banking platform and My Indosuez mobile app across multiple countries. Investment products include the new active ETF range and Tiera Capital for private markets. Asset management is accessible through CA Indosuez Fund Solutions. The company operates across Europe (France, Belgium, Italy, Luxembourg, Monaco, Spain, Switzerland, Portugal), Asia (Hong Kong, Singapore, UAE), and other regions (New Caledonia, Lebanon).

Differentiator

Problem solved

Functional benefit

Brands

• Indosuez: Wealth and heritage management brand operating across Europe and Asia-Pacific markets.
• CFM Indosuez

Products and services

• Wealth Management Services Comprehensive advisory and wealth management services covering creation, management, protection, and transmission of assets for high net worth individuals, families, entrepreneurs, family holdings, institutional clients, and external wealth managers.
• Active ETF Range Actively managed Exchange-Traded Funds introduced in May 2025 to broaden the investment fund range available to wealth management clients.
• CA Indosuez Fund Solutions Asset management and fund solutions platform providing investment fund offerings to wealth management clients.
• Tiera Capital Private Markets Private markets / non-listed investment capabilities operated under the 'Architects of Private Markets' brand within CA Indosuez's wealth management offering.
• Azqore Banking Technology Banking outsourcing, back-office, and IT services for private banks, delivered by CA Indosuez's subsidiary Azqore.
• e-Banking Platform Secure online banking platform with country-specific login portals that allows existing private banking clients to access accounts and conduct banking operations across multiple jurisdictions.
• My Indosuez Mobile App Mobile banking application available on iOS and Android that enables private banking clients to access accounts and banking services on mobile devices.
• Switching Bank Services Assistance and guides that help prospective clients transition their banking relationship to CA Indosuez, available in downloadable formats.

Quantifiable outcome

• €47.7 billion in assets under management managed on behalf of clients in France

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• AzqorecoreTechnology or IntegrationAzqore is a CA Indosuez subsidiary specialized in banking outsourcing, providing back-office and IT solutions for private banks. This is a key operational technology component enabling the bank's technology infrastructure.
• Tiera CapitalcoreStrategic or Co-development PartnerTiera Capital, operating as 'Architects of Private Markets', is a leading player in non-listed markets for over 20 years. They are positioned within CA Indosuez's private markets offering, complementing the wealth management services.
• Crédit Agricole GroupcoreOthersCA Indosuez is a subsidiary of Crédit Agricole Group, one of France's largest banking groups. The parent company provides capital strength, resources, and group synergies to CA Indosuez.

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• BNP Paribas Wealth Management: BNP Paribas Wealth Management is the largest private banking franchise in France and a direct domestic competitor serving HNW and UHNW clients with comparable wealth advisory, investment, and cross-border services.
• Société Générale Private Banking: Société Générale Private Banking competes head-to-head with CA Indosuez in France, offering wealth advisory, asset management, and private markets solutions to similar HNW and family office clients.
• UBS Global Wealth Management: UBS Global Wealth Management is the world's largest wealth manager and competes for the same HNW/UHNW cross-border clients, offering broader scale and product depth than CA Indosuez.

Direct peers

• Pictet Group: Pictet is a Swiss private bank with similar wealth management heritage (founded 1805), serving HNW clients across Europe and Asia with comparable cross-border advisory, asset management, and family office offerings.
• Lombard Odier: Lombard Odier is a Swiss private bank with comparable HNW-focused services, technology-enabled wealth platforms, and a strong European-Asian footprint that mirrors CA Indosuez's geographic strategy.
• Edmond de Rothschild: Edmond de Rothschild is a Swiss-headquartered private bank targeting UHNW families, offering wealth structuring, asset management, and advisory services that closely parallel CA Indosuez's core proposition.
• Rothschild & Co: Rothschild & Co's Wealth & Asset Management division serves HNW and family office clients globally with comparable advisory, investment, and estate planning services, competing for the same cross-border clientele.
• Natixis Wealth Management: Natixis Wealth Management, part of Groupe BPCE, serves HNW clients in France and internationally with comparable private banking, asset management, and family office services to CA Indosuez.
• Lazard Wealth Management: Lazard's Private Wealth Management division serves HNW families and entrepreneurs with comparable advisory, alternative investments, and cross-border wealth structuring services.

Others

• Indosuez Wealth Management (group level): The parent Indosuez Wealth Management group consolidates CA Indosuez's operations across all 13 jurisdictions and is the directly relevant parent entity for understanding total group AUM and cross-border service delivery.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

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

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CA Indosuez