CFM Indosuez Wealth products, services and reviews

About CFM Indosuez Wealth

CFM Indosuez Wealth is the Monaco-focused private banking and wealth management arm associated with the Indosuez/Crédit Agricole group, positioned to serve high-net-worth individuals, families and small family offices with services that typically include portfolio and discretionary investment management, financial and tax advisory, estate and succession planning, credit and lending facilities, and corporate custody and payments; the firm operates under Monaco and applicable European financial regulations and emphasizes relationship-based service delivered through local branches and the broader Indosuez network, while also providing online account access and reporting tools; typical considerations for prospective clients include account minimums and fee schedules that are generally higher than retail offerings, a service model geared to personalized advice rather than mass-market products, a regional footprint stronger in Monaco and select jurisdictions than that of some global private banks, and the need to review investment philosophy, governance, regulatory protections and cost disclosure before committing capital.