CFM Indosuez Wealth products, services and reviews

About CFM Indosuez Wealth

CFM Indosuez Wealth (Monaco) is the Monegasque private banking entity of Indosuez Wealth Management, the global wealth brand of Crédit Agricole Group, focusing on high‑net‑worth and ultra‑high‑net‑worth clients, family groups, and entrepreneurs. The bank provides advisory and discretionary portfolio management, trade execution and custody, multi‑currency accounts, international payments, cards, and e‑banking, along with access to a range of listed securities, funds, structured solutions, and selected alternative investments, subject to client eligibility, risk profile, and product suitability. Financing capabilities typically include lending secured by financial assets and real estate financing in selected markets, with facilities granted following standard underwriting and collateral requirements. Wealth structuring services are delivered through in‑house specialists and external partners, covering estate and succession considerations and European life‑insurance frameworks; tax matters are generally coordinated with independent advisors. Onboarding entails comprehensive KYC/AML due diligence and usually requires significant investable assets; documentation commonly includes identification, proof of address, source‑of‑funds evidence, and, where relevant, corporate or trust documents. Pricing is individualized and depends on mandate type (advisory vs discretionary), custody and administration, transaction activity, credit margins, and any product‑specific charges; detailed fee schedules are provided during account opening. Digital channels support portfolio reporting, instructions, and secure communication, while bespoke transactions and private market opportunities typically require relationship‑manager involvement. Operations are conducted under Monaco law and the applicable supervisory framework for financial institutions in the jurisdiction, with group‑level resources providing research, execution, and balance sheet support. This platform is oriented to private banking rather than retail services; prospective clients should confirm service scope, minimums, cross‑border availability, risk disclosures, and the full tariff before engaging, bearing in mind that all investments involve risk and may result in loss of capital.