CA Indosuez Switzerland
Origin of CA Indosuez Switzerland
CA 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.
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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.
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Services and Solutions
CA 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.
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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
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| Address | 4, quai Général Guisan, 1204 Geneva |
|---|---|
| Phone | +41 58 321 90 00 |
| Website | www.ca-indosuez.ch |
| Year of foundation | 1876 |
| Subsidiaries | 2 |
| No. of employees | 930 |
| Rating | Fitch A+ / Moody’s Aa3 / S&P A+ |
| Chairman | Jean-Yves Hocher |
| CEO | Jean-François Deroche |
| Eligible Regulatory Capital | 1.855 bn CHF |
| Tier 1 Ratio | 15.30 % |
| Leverage Exposure | 21.499 bn CHF |
| Leverage Ratio | 7.10 % |
| Liquidity Coverage Ratio | 197 % |
| Risk Weighted Assets | 9.954 bn CHF |
| Loans outstanding | 9.101 bn CHF |
| Assets under Management | 40.608 bn CHF |
| Assets under Management / Employees | 43.664 m CHF |
| Net profit | 28.1 m CHF |
| Net Profit / Employees | 30’215 CHF |
| Cost / Income Cost Ratio (CIR) | 82.69 % |
| Return on Equity | 1.75 % |
| Own structured products | Yes |
| Foreigners accepted | Yes |
| Presence abroad | Hong Kong, Singapore |
Source: Annual Report 2021
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