Headlines

WDX | fintech | Wealth Dynamix | Indosuez

Indosuez acquires majority stake in fintech Wealth Dynamix

Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks.

bubl | ampule | worst | download

The worst is never certain

Marc-André Poirier | Agefi | Interview | Magazine | Bank | Indosuez Wealth Management | Switzerland | CEO

Exclusive interview of Marc-André Poirier, Indosuez Switzerland CEO, with Agefi

Marc-André Poirier | Switzerland | Indosuez Wealth Management | CEO | Award | Wealth Briefing | 2023

Awards : reasons for Indosuez’s success

China | flag | yellow | red | stars | waves | Asia | download

Starting our descent

02.05.23 - 01:30

[#Breaking News] After the #BOJ’s decision to keep ultra-low rates, what is to come for the markets ? #Indosuez’s CIO, Alexandre Drabowicz shares his views on CNBC⤵

sea | sun | beach | blue | water | download

When the tide goes out...

WealthBriefing | wealth | award | Europe | Indosuez

Indosuez wins four new European awards

Euromoney | private banking | award | esg | indosuez | Luxembourg

Indosuez wins Best Private Bank for ESG Investing in Luxembourg by Euromoney

Here
for you

Indosuez in Brazil

Our wealth management teams have been operating in Brazil since the middle of the 20th century and serve a wide range of clients. Highly qualified, with multidisciplinary skills, they serve families and entrepreneurs and propose tailored solutions for associations, foundations and financial intermediaries (such as external wealth managers and family offices).

They are bolstered by the extensive expertise of Indosuez, the synergies harnessed with the Crédit Agricole group, and their local know-how. 

“Architects of Wealth”

We provide our clients with expert advice and premium services to create appropriate wealth structures and investment solutions.

Think about today, prepare for tomorrow

Organise and structure your wealth.

Learn more

Manage your assets with expertise and conviction

Our specialised services and innovative offers for diversifying your wealth.

Learn more

Create meaning

Creating the world of tomorrow, merging public and personal interest.

Learn more

An exceptional experience

Build a close and trusting relationship.

Learn more

A partner with multiple expertises

We serve a diverse client base. Each of our clients has unique expectations that require customised solutions.

Learn more

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

A local presence for Indosuez group

A subsidiary of CA Indosuez Wealth (Group), CA Indosuez Wealth (Brazil) S.A. DTVM benefits from a solid shareholder base and a reasonably sized local structure. 

Our experience, expertise and solidity, as well as our responsibility and prudence, underpin our reputation, inspire confidence and have made Indosuez in Brazil a preferred partner of our clients.


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.

Our history

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.

Our raison d’être

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.

Our CSR commitment

Indosuez Wealth Management group

at 31/12/2021
2,955
employees
10
locations
€135 bn
assets under management

Our international network

You can access the full breadth of our expertise from the main financial centres around the world.

Rio de Janeiro
00 5521 2106-6200

Av. Rio Branco, 1 - Sl 1711 - 17º andar Centro - Rio de Janeiro - RJ - CEP 20090-003

São Paulo
00 5511 3896-6300

Av. Brigadeiro Faria Lima, 4.440, 3º andar Itaim Bibi, São Paulo, SP - 04538-132

Our international network

You can access the full breadth of our expertise from the main financial centres around the world.