Here
for you
A Bank of character and tradition
In Portugal, families and entrepreneurs entrust us to manage, protect and transmit their wealth.
We provide them with durable solutions suited to their situation, and a subtle combination of excellence, experience and expertise.
“Architects of Wealth”
We provide our clients with expert advice and premium services to create appropriate wealth structures and investment solutions.
Manage your assets with expertise and conviction
Our specialised services and innovative offers for diversifying your wealth.
A partner with multiple expertises
We serve a diverse client base. Each of our clients has unique expectations that require customised solutions.
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.
Family holdings
Ultra-high net worth individuals and family holdings have increasingly sophisticated needs which are constantly evolving. Indosuez group and CACIB entities have the expertise required to support them.
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 specialising in banking outsourcing, is a key player in supplying back office services and information technology for Private Banks.
About us
Indosuez in Portugal
Active with Portuguese clients since 2010, our company has been present in Portugal since 2024, in Lisbon.
The expertise and experience of bankers based in the country, who bring their perfect knowledge of the local environment, is enriched by those of our various experts on an international scale. The depth of this expertise and the privileged access to the skills of the business lines of our Group, Crédit Agricole, are the distinctive assets of our presence in the country.
Our Portuguese office is a branch of CA Indosuez Wealth (Europe), the European hub (outside France) for the Group's wealth management activities based in Luxembourg.
Combining international heritage and expertise
For over 145 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.
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.
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.
Indosuez Wealth Management group
at 31/12/2022Our international network
You can access the full breadth of our expertise from the main financial centres around the world.
CA Indosuez Wealth (Europe), Sucursal em Portugal, Avenida da Liberdade,190, 2.° B - 1250-147 Lisboa, Portugal
Our international network
You can access the full breadth of our expertise from the main financial centres around the world.
