CA Indosuez Switzerland

Origin of CA Indosuez Switzerland

BZ-Bank-Aktiengesellschaft-1CA Indosuez Switzerland SA has its presence in Switzerland since 1876. The bank has its main office in Geneva. The bank’s branches are in Zurich, Lausanne, Lugano, Singapore and Hong Kong. Indosuez has subsidiaries in Lugano, Beirut and Hong Kong and Representative Offices in Abu Dhabi, Dubai, Montevideo, Rio de Janeiro and Sao Paulo.
CA Indosuez Switzerland SA is wholly owned by CA Indosuez Wealth Group.

Do you have a bank account with this Bank? Do you wanna open a Bank Account with this Bank?
🎞️ Then you must watch the following Video first:

Philosophy and Strategy
All Crédit Agricole’s wealth management entities are held under the global brand Indosuez Wealth Management. Indosuez Wealth Management advises families and entrepreneurs all over the world and supports them with exceptional personal service and expert financial advice.
Indosuez works alongside their clients to protect, grow and pass on to future generations their wealth.

Indosuez has best in-house investment solutions and offers best state-of-the-art advice. With the precision banking services of the Crédit Agricole Group and the flawless execution of the traditional wealth management, the client can focus on his business and achieve his personal goal.
The client’s wealth management and financial needs are increasingly complex and require expert solutions.

Enzo Caputo showsBe sure to cover your Money with the best Private Bank!

You find more detailed Information on our
Swiss Private Bank Directory
Click here for the Best Private Bank List on the Internet!

If you are interested in Private Banking, you must read this:
Ultimate Private Banking Guide to Secure Your Wealth (2018)

Services and Solutions
BZ-Bank-Aktiengesellschaft-2CA Indosuez Switzerland SA has three main business areas:

– Wealth Management
– Transactional Commodity Finance, Commercial Banking, Capital Markets
– Banking Logistic

Wealth Management: CA Indosuez Switzerland SA provides services to ultra-high-net-worth individuals, families, entrepreneurs, non-profit organizations, foundations, external managers and financial institutions. The clients are from all over the world.

The main points are:
– A personalized service
– An in-depth understanding of the client’s situation
– A lasting relationship of trust
– A team of experts at the client’s service

The client can choose how much he wants to get involved in the investment process. He can choose between entirely discretionary mandates, advisory mandates or he can have direct access to the investment solutions and markets.

The clients have direct access to the world’s largest financial markets and the foreign exchange and precious metals markets
Indosuez is a specialist in structured products, is involved in private equity investments and offers a large variety of investment funds either managed in-house or by top international fund managers.

In December 2017 Indosuez acquired the private banking business of Bank CIC in Asia and increased the assets under management to about 12 billion Euro in that region.

The total assets under management of CA Indosuez Switzerland SA rose by 7.4 % in 2017 to 42.252 billion CHF.
CA Indosuez aim is to further expand its international presence in selected target markets with strong growth potential.
The Capital Markets division had a challenging year in 2017. The business in fixed-income products for corporate clients practically vanished due to the low-interest-rate environment.

The Commercial Banking division showed an excellent performance in 2017. The commodity and trade finance business was stable.
The business with large Swiss and International corporations was excellent, robust and stable. The primary drivers were large syndicated financing deals, trade finance, hedging, and bond issues.

Squeezed margins, the digital transformation, and new regulatory requirements are facing the private banks. Crédit Agricole Private Banking Services is specialized in the outsourcing of private banking IT and back-office systems. 530 specialists are employed, and not only the Indosuez Wealth Management companies but also 19 other banks outside the Crédit Agricole group take advantage of the services of this division.

Risk Management
CA Indosuez Switzerland SA is active in business areas which are mainly exposed to credit risk, market risk, operational risk and legal risk. The priority is to manage, monitor identify and assess these risks.

The Board of Directors is responsible for the risk policy and the overall monitoring of the risks.
The Audit and Risk Committee’s task is to review and follow-up the risk policy and the risk management procedures.

The Executive Committee oversees the enforcement of the risk policy and the introduction of procedures and systems which allow the management, assessment, monitoring, and identification of the risks.

The credit risk contains the customer loans and the counterparty risk in the interbank business.
The market risk reflects the potential loss of positions held. The main risks are the foreign exchange risk, the interest rate risk and the liquidity risk.
The operational risk is the loss resulting from system errors, personal errors or external events.
The compliance and legal risk are associated with the loss of reputation that could result from failing to stick to the regulations.

“How can you be sure to have chosen the Best Swiss Private Bank among over 200 private banks?”

We find the best private bank for you.
Call us now +41 44 212 4404

Are you interested in First-Class Information about Private Banking?
Do you want an inside look behind the Secrets of Private Banks?

  • Learn how bankers sometimes have to lie to you
  • Discover how Club Deals work
  • Take advantage of the 30 years of Professional Experience of Mr Caputo
  • Learn from the mistakes of others who lost millions over-night

Then you should sign up in our Private Banking Letter

Mr. Caputo send you personally only from time to time the useful Information that can you save Millions.

Added-Value Services
CA Indosuez has introduced a new analysis and recommendation tool to keep track with the fast-changing digital world.
Indosuez is committed to upholding CSR (Corporate Social Responsibility) centered on respect for their clients, their employees, and the environment. To prevent market abuse computer equipment is recycled, as well as telephones and office waste.

In 2012 a foundation was created to support non-governmental organizations in the field to implement projects with a lasting and concrete impact on the environment, like the improvement of forest conservation and preservation and educate local communities.

CA Indosuez Switzerland – Facts & Figures

(Rotate your Mobile Phone for optimal Table-View)

Address 4, quai Général Guisan
1204 Geneva
Phone +41 58 321 90 00
Year of foundation 1876
Subsidiaries 3
No. of employees 1’552
Rating Fitch A+
Moody’s A1
Chairman Jean-Yves Hocher
Shareholder’s equity 1.641 bn CHF
Assets under Management 42.252 bn CHF
Assets under Management / Employees 27.224 mm CHF
Net profit 57.9 mm CHF
Net Profit / Employees 37’306 CHF
Tier 1 Ratio 14.2 %
Cost / Income Cost Ratio (CIR) 83.48 %
CEO Jean-François Deroche

Source: Annual Report 2017

We act exclusively in the interests of the client.
We are a fully independent boutique law firm. That’s why we don’t have any cooperation agreements with the banks.

Few banks do not disclose their Annual Reports to the public. Therefore, we collected reliable information on a best-efforts basis. We renounced to collect information from unreliable sources. Until today, Swiss law does not impose the duty of publication to the banks as it is the case in the EU. Therefore, for a few banks, the information from the annual reports was not summarized and published.

There are some smaller banks without a rating. It makes no sense for them to apply for a rating because they are not involved in the lending business. If the bank has no rating, it’s not automatically a negative point. There are excellent private banks without a rating.

If you want results in private banking do the first step now and call us.

One hour after your first call we accompany you in the bank solving your issue.

We act faster than any other big law firm in Zurich.

Get answers now +41 44 212 44 04 or write us an E-Mail.

Who is Enzo Caputo?
► ► ► Click here and learn more about
the Tax Attorney & Financial Lawyer No.1