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Danielle Dufour

Meeting with Danielle Dufour, Head of Regional Clients in France

"It is up to each woman to think deeply to define her priorities and her level of fulfillment, and up to the company to help them make their choices."

Finance | stocks

Coronavirus (COVID-19) affecting Europe and global markets

Numbers │ Finance │Stocks

No Change in our Global Outlook at this Stage

20.02.20 - 10:36

[#VideoRepost] Indosuez Gestion CEO Delphine Di Pizio - Tiger spoke about how exchange markets are reacting to the current outbreak of...
https://www.linkedin.com/feed/update/urn:li:activity:6636281789423980544

19.02.20 - 05:09

"While the replacement rate is declining and #healthcare expenses increasing in #Switzerland, bonuses and penalties to encourage later...
https://twitter.com/ca_indosuez/status/1230169126045286401

Green │ Ecology │Wind

Green notes: the missing piece to the green allocation puzzle

Call for projects │Associations │ Microphone│Sound

Call for projects for children and young people

People │ Street │ City

Important political resignations in Europe

12.02.20 - 04:46

[#GreenFinance] is no longer a niche topic as investors have access to a wider range of ecological and financial instruments. Nicolas M...
https://www.linkedin.com/feed/update/urn:li:activity:6633380235230482432

Here
for you

Indosuez in Monaco

CFM Indosuez is the only bank in Monaco that serves private investors, businesses, institutional clients and professionals. 

Our unique approach to our core business – Wealth Management – blends the pursuit of excellence, efficient risk management, optimised governance and innovation.

Our multi-disciplinary teams are highly specialised and they use their strong convictions to help you create, grow, protect and pass on your wealth. We boast a local presence with six branches across the Principality.

“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.

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Manage your assets with expertise and conviction

Our specialised services and innovative offers for diversifying your wealth.

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Create meaning

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

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An exceptional experience

Build a close and trusting relationship.

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A partner with multiple expertises

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

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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.

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 Wealth (Group) specialising in banking outsourcing, is a key player in supplying back office services and information technology for Private Banks.

About us

The leading bank in the Principality of Monaco

With its local roots and position within Crédit Agricole group, CFM Indosuez is a leading bank in Monaco. Our reliability, our financial strength, the depth of our expertise and the quality of our services earn us the trust of clients from around the world.

Our Bank, which was founded in 1922 by prominent Monegasque families, some of whom still hold some of the bank’s share capital, contributes to the growth of the Principality’s social and economic fabric.


Combining international heritage and expertise

For over 140 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

A unique place

With its location at the heart of Europe, on the Mediterranean coast and at the foot of the Alps, the Principality of Monaco offers an exceptional quality of life and the political security of an independent sovereign state governed by the same dynasty since 1297.Monaco is highly attractive to investors, combining economic prosperity, a cosmopolitan population, a favourable tax policy and a strict regulatory framework.

Our commitment

One of our distinctive values is our sense of responsibility, which we apply in our activity, in our relations with our clients and employees and as a citizen of the Monegasque community.

Our funds

Find information about our investment funds.

CFM Indosuez Wealth Management

at 31/12/2018
€335 m
in shareholders’ equity
380
employees
€6 bn
in total assets

Our international network

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

Albert 1er
+377 93 10 20 00

11, Boulevard Albert 1er

Gastaud
+377 93 10 20 00

2, Rue des Princes

Monaco-Ville
+377 93 10 20 00

6, Rue Comte Félix Gastaldi

Monte-Carlo
+377 93 10 20 00

31, Boulevard Princesse Charlotte

Place des Moulins
+377 93 10 20 00

Europa Résidence, Place des Moulins

Suffren Reymond
+377 93 10 20 00

11, Boulevard Albert 1er

Our international network

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